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Germany Speeds Industrial Pivot From Cars to Defense Production

A surge in European weapons demand offers a lifeline to factories hit by falling car sales.

Overview

  • Germany’s auto-heavy industry is shifting capacity into military work, with a Berenberg Bank report saying rising defense budgets create orders that can soak up idle plants.
  • Plans include local production of Patriot interceptor components in Germany and Volkswagen talks to build parts for Israel’s Iron Dome by 2027.
  • Suppliers such as Schaeffler and Deutz have retooled lines to make drone engines, armored-vehicle systems, and power units used with Patriot air defenses.
  • Regulatory changes and big government contracts have opened nearly €1 trillion for defense, and almost 90% of Europe’s defense-tech venture funding now goes to German firms.
  • German manufacturing is shedding about 15,000 jobs a month and 2025 profits plunged at Mercedes-Benz, Volkswagen, and Porsche, pushing leaders to steer workers into defense roles.