Economy July 27, 2026 06:38 AM

Rising energy bills prompt German firms to postpone investment and weigh relocation, lobby group finds

DIHK survey shows higher electricity and heating costs are curbing capital spending and prompting consideration of moving production abroad

By Ajmal Hussain
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A DIHK industry survey of more than 3,000 companies finds climbing energy costs are forcing many German firms to delay investment and contemplate cutting domestic capacity or shifting production overseas. The lobby group reports near-term business burdens and a weakening competitiveness outlook tied to energy price pressures.

Rising energy bills prompt German firms to postpone investment and weigh relocation, lobby group finds
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Key Points

  • Nearly half of companies surveyed reported higher electricity prices over the past year, and more than two-thirds saw increases in heating costs.
  • About one-third of the more than 3,000 respondents delayed investments because of expensive energy; almost one-fifth are considering reducing capacity in Germany or moving production abroad, or have already done so.
  • The DIHK's Energy Transition Barometer fell to -11.5 in 2026, a three-point decline from the prior year, signaling a deterioration in competitiveness sentiment related to the energy transition.

German businesses are responding to higher energy expenses by delaying planned investments and exploring options to relocate production outside Germany, according to an annual survey published by the DIHK industry lobby on Monday.

The survey, which gathered answers from more than 3,000 companies, shows a broad rise in energy-related costs over the past year. Electricity prices rose for nearly half of respondents, while heating costs climbed for more than two-thirds.

Those cost increases are already affecting investment decisions. Roughly one-third of surveyed firms reported postponing investments because of expensive energy. Close to one-fifth said they were either considering reducing capacity in Germany, thinking about moving production abroad, or had already taken steps to do so.

DIHK President Peter Adrian framed the developments as part of a wider set of pressures. "It is concerning that high energy costs are now not only burdening ongoing business operations but also preventing future investments," Adrian said.


Impact on competitiveness and the energy transition

The lobby group's "Energy Transition Barometer," which measures how the transition to new energy systems is affecting competitiveness, registered a fall to -11.5 in 2026. That reading is three points lower than the previous year and represents the first decline since 2023. The barometer uses a scale that runs from -100, indicating a very negative impact, to +100, indicating a very positive impact.

DIHK pointed to several drivers behind the jump in energy costs. These included gas shortages linked to Russia's war on Ukraine, rising oil prices attributed to the US-Israeli war on Iran, and added costs connected with Germany's shift toward renewable energy sources.

On the transition, Adrian acknowledged corporate support for climate goals while warning about competitive disadvantages. "Companies support the goal of climate neutrality," he said. "At the same time, they face energy costs that are increasingly becoming a disadvantage in international competition."


Lobby group's recommendations

In response to the findings, the DIHK urged policy adjustments aimed at easing the burden on companies. The lobby group called for lower taxes on electricity, clearer rules for infrastructure development, and a reduction in regulation intended to facilitate business operations amid the energy transition and broader market pressures.

The survey results and the DIHK's recommendations reflect industry concern that sustained energy cost pressures are not only affecting current operations but could also hinder future capital allocation decisions within Germany.

Risks

  • Delayed capital spending could slow growth in sectors reliant on investment, particularly manufacturing and industrial firms.
  • Consideration of capacity reductions or production relocation poses a risk to domestic industrial employment and supply-chain-dependent sectors.
  • Rising energy costs tied to geopolitics and the energy transition may widen competitiveness gaps for energy-intensive industries.

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