Economy June 3, 2026 07:42 AM

EU Faces Risk of Up to 1.3 Million Job Losses as Energy Costs Rise

Commission warns automotive sector and energy-intensive industries could bear the brunt as households face higher transport fuel burdens

By Ajmal Hussain

The European Commission warns that a surge in energy prices tied to the U.S.-Iran conflict could put as many as 1.3 million jobs at risk across the EU this year, concentrated in energy-intensive manufacturing and related sectors. The automotive industry is expected to suffer most, while households on lower incomes will face higher transport fuel costs.

EU Faces Risk of Up to 1.3 Million Job Losses as Energy Costs Rise

Key Points

  • Up to 1.3 million EU jobs could be at risk this year due to surging energy prices tied to the U.S.-Iran conflict, with the exposure concentrated in energy-intensive industries.
  • The automotive sector faces the biggest potential hit with up to 600,000 positions affected; battery projects and solar manufacturing also show sizeable job exposure (85,000 and 58,852 roles respectively).
  • Manufacturing in the EU employs about 30 million people while services account for nearly 87 million jobs, highlighting the concentrated nature of the projected labour-market shock.

European labour authorities have flagged a significant labour-market risk driven by higher energy costs linked to geopolitical tensions in the Middle East. Labour Commissioner Roxana Minzatu said during a news conference on Wednesday that as many as 1.3 million jobs could be jeopardised this year, with the exposure concentrated in energy-intensive industries.

The European Commission's internal estimates identify the automotive sector as the most vulnerable, with potential layoffs reaching 600,000 positions. Other manufacturing and transport-related segments are also expected to register losses, though on a smaller scale.

Specifically, the Commission's breakdown indicates combined job cuts in construction, metals, chemicals and transport could total 56,000. Battery-related projects account for 85,000 roles at risk, and solar manufacturing faces potential losses of 58,852 positions. The steel sector may see an additional 4,500 job reductions that are linked to low-carbon measures.

Beyond direct employment impacts, the Commission highlights household-level pressures. Low-income households are likely to need to allocate an extra 1.4% of their income to cover transport fuel expenses as prices rise.

These projected losses are situated against the scale of EU employment: manufacturing currently provides roughly 30 million jobs across the bloc, while the services sector employs close to 87 million people. The Commission's figures point to a concentrated shock affecting particular industrial clusters rather than a uniform contraction across all sectors.

Minzatu emphasised the link between the energy-price surge and the delicate position of energy-intensive firms. The risk assessment focuses on vulnerabilities within production chains that rely heavily on affordable energy inputs, and on segments where labour is a sizeable component of operating cost.

The Commission's analysis sets out precise counts for potential job exposure in a range of sectors, underscoring a differentiated pattern: very large potential losses in the automotive space, substantial exposure in battery and solar manufacturing projects, and smaller but material impacts in construction, metals, chemicals, transport and steel.

While the headline estimate - up to 1.3 million jobs at risk - captures attention, the Commission's sector-level detail provides a picture of where policymakers and market participants may focus mitigation efforts if energy prices remain elevated.


Contextual note: The employment figures and sector breakdowns above reflect the Commission's estimates as presented during the news conference and do not represent policy proposals or enacted measures.

Risks

  • Large-scale job losses concentrated in energy-intensive sectors - notably automotive, batteries, solar manufacturing, construction, metals, chemicals, transport and steel - could materialise if energy prices remain elevated.
  • Low-income households may face increased financial strain, needing to spend an additional 1.4% of their income on transport fuel, which could reduce discretionary spending and affect domestic demand.
  • The steel sector faces potential additional cuts (4,500 jobs) related to low-carbon measures, indicating overlapping pressures from both energy-cost shocks and transition-related adjustments.

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