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Germany's Goods Surplus With the U.S. Falls as Car Exports Drop

U.S. tariffs on European vehicles are cited as the main reason for the fall in German auto shipments that reduced the bilateral goods surplus.

Overview

  • Germany recorded a goods trade surplus with the United States of €12.4 billion in the first quarter of 2026, a decline of 30.5% from the year before.
  • Total German exports to the U.S. fell to €36.2 billion, down 12.1%, while imports from the U.S. rose to €23.8 billion, up 1.9%.
  • The drop was driven mainly by motor vehicles and parts, where exports fell 28.4% and the vehicle trade surplus fell to €5.0 billion, a 35.5% fall versus the prior year.
  • Other goods showed mixed results with machinery and pharmaceuticals still posting smaller surpluses and mineral fuels creating an import deficit of €3.0 billion.
  • Destatis and independent reporting point to the 2025 U.S. tariffs on European imports as the principal external shock, a shift that could reshape German auto exports, factory orders and supply chains going forward.