Saturday, October 25, 2025

25 Oct 2025: Germany: 7 Things

1.  Back in mid-September, a 21-year-old shot at cars on the B16 near Dillingen (Bavaria)....no deaths. The Munich public prosecutor's office came out yesterday and now says they suspect he had IS sympathies.  Number of vehicles shot upon?  22.

Apparently, he had some contact with Salafists.  

 2.  Apparently at the PM meeting this week (with EU PM's)....they had several PM's talk up the idea of lessening the rules of banning  combustible engines in 2035.  They aren't say to delete it.....just lay it out for a longer period.

My humble belief?  By early spring 2026.....this will be pushed back to 2042.  Car industry peeved?  I would imagine they are adding up the developmental cost and shaking their head over the push toward E-cars.

3.  Lufthansa strike approaching?  Looks that way.

4.  Can you work or be employed by the churches in Germany....yet not be a member of that said religion....legal argument going on about this question.

5.  Roughly 60-percent of Germany believes Merz is correct about his 'cityscape' comments.  Poll suggested this.

6.  Is VW missing 11-Billion Euro?  Yes, recent reports indicate that Volkswagen Group is facing a projected cash shortfall of approximately 11 billion Euro in free cash flow for 2026, which could jeopardize its ability to fund ongoing operations, new model development, and EV investments without additional measures like asset sales or capital raises.

How?  Well...this comes an internal review highlighted in German media (mostly from BILD), amid broader challenges including delayed EV rollouts (already costing more or less 6 Billion Euro), supply chain disruptions from China, slowing sales of high-margin vehicles, and escalating costs at brands like Porsche and Audi. 

Who will make up the 11-Billion?  Merz might find a couple of Billion (gov't loan with zero-percent).  Oddly, I might suggest that Elon Musk might walk in and lay 3-to-6 Billion down...asking for 5-percent ownership (I know....a crazy idea).   Elon might ask for a friendly change of view from ARD or ZDF....as part of the deal (yeah, really crazy).

6.  German Chancellor Friedrich Merz says he expects that the German-state-controlled subsidiaries of Rosneft (Russian oil company) will be exempted from the U.S. sanctions package targeting the Russian oil giant.  Apparently, he has some 'promise'.

7.  Germany is lodging a extreme protest over the chip shortage, with China. I don't expect a response until Monday.

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