Volkswagen is facing its deepest crisis in decades:

The company is considering doubling its workforce reductions to 100,000 positions, nearly double the 50,000 agreed just over a year ago, as it struggles to restore profitability across its German plants.

Volkswagen shares are down to ~€74, their lowest level in over a year and ~-25% below the December 2025 peak, reflecting deepening investor concern about the company's competitive position.

This comes as the entire German auto sector faces simultaneous headwinds from a sharp deterioration in Chinese demand. structurally high energy and labor costs, and US tariffs with BMW, Mercedes-Benz, and parts supplier Bosch, all reducing headcount at the same time.

Germany's industrial model is completely broken.