Ifo-Studie: Stimmung in Chemieindustrie steigt erneut – „Kunden stocken Lager auf“
Angesichts der weltweiten Unsicherheiten füllen viele Kunden der Chemieindustrie ihre Lager. Das sorgt für neue Aufträge und eine positive Grundstimmung in der Branche.
Berlin – The mood in Germany's chemical industry brightened again in September, marking the second consecutive month of improvement. According to the Munich Ifo Institute, the index rose by 5.5 points, climbing from -2.6 in August. Companies continue to view the business environment positively, with a score of +8.8. Moreover, future prospects for the coming months are showing signs of optimism, improving from -15.0 to +2.3 points.
Ifo industry expert Anna Wolf explained that customers in both domestic and foreign markets are continuing to stockpile inventory and accept higher prices. The recovery in the chemical industry is driven by exports and orders from the manufacturing sector, as well as increased spending on defense and infrastructure from the special reserves of the German government, which positively impacts the figures through related procurement orders.
However, businesses still consider their order backlog to be very low. Despite the higher cost levels, the profit picture remains strained compared to May 2026. Companies are therefore planning further layoffs. Wolf noted that the recovery is fragile, as the improved price competitiveness relies on temporary factors such as production disruptions and supply chain problems in the Gulf region. "The disadvantages in terms of location remain, and job cuts continue."
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