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Volkswagen warns of possible relocation of production from Germany and Eastern Europe due to gas shortages

Volkswagen AG is exploring ways to mitigate the natural gas shortage, one of which is redirecting production around its network of global facilities, given that the energy crisis triggered by the Russian war in Ukraine threatens the European industry. The largest European car manufacturer recently stated that reallocating part of its production is one of the medium-term options available if fuel shortages persist beyond winter. 

It is worth noting that Volkswagen has large factories in Germany, the Czech Republic, and Slovakia, countries that rely heavily on Russian gas, as well as facilities in Southern Europe that receive energy from other countries. 

Gas storage reached 90 percent 

– We are focused on greater localization, relocating production capacities, or technical alternatives, similar to what has already become common practice in the context of challenges related to semiconductor shortages and other recent supply chain disruptions – said Geng Wu, Volkswagen’s head of procurement, to Bloomberg. 

Russia’s decision to reduce gas supplies to Europe could force Germany to limit its fuel consumption. Recent news that gas storage levels reached 90 percent ahead of schedule has eased growing fears of an acute shortage awaiting us this winter, but Germany faces the challenge of replenishing depleted reserves next summer – without Russian assistance.

Southwestern Europe or coastal areas of Northern Europe, which have better access to marine sources of liquefied natural gas, could benefit from any production shift, according to a Volkswagen spokesperson. The Volkswagen Group already operates car factories in Portugal, Spain, and Belgium, countries that have LNG terminals. 

Production hurdles 

Any major shift in production from the largest European economy would be a significant challenge for the company. Volkswagen currently has about 295,000 employees in Germany, and worker representatives make up about half of the supervisory board, which consists of 20 members. Such a shift in production would likely mean a limited number of vehicles produced, rather than closing wholesale factories. 

Gas supplies for Volkswagen’s factories are currently secured, but the company has identified potential savings at its European locations to reduce gas consumption by 'a medium double-digit percentage' said Michael Heinemann, head of the power unit. However, the company has expressed concern about the impact that high gas prices could have on their suppliers.

– Politicians must also rein in the currently uncontrolled explosion of gas and electricity prices. Otherwise, especially small and medium energy-intensive companies will face significant supply chain problems and will have to reduce or halt production – said Thomas Steg, the company’s head of public relations.