March 1, 2026 · 20:22 Uhr
Gas storage inventories in Germany have fallen to critical levels (partly below 38%, Bavaria only 6%), while gas prices rose 36% in January with further increases threatening. The blockade of the Strait of Hormuz is further exacerbating the crisis. This endangers industrial supply and supply security in the upcoming spring/summer 2026.
The Bundeskartellamt warns of market-dominant positions at RWE, EnBW and Leag resulting from the coal phase-out period. Increasing market concentration could lead to higher electricity prices and reduced competition. Regulatory interventions and possible divestitures are being discussed.
E.ON is raising its investment budget for 2026-2030 to 57 billion dollars (approximately 48 billion euros) for grid expansion and modernization – significantly above the previous program. This is intended to eliminate grid bottlenecks and secure electricity supply for electrification (heat pumps, e-mobility).
The Federal Government acquired 25.1% of TenneT Germany (largest transmission system operator with 14,000 km of lines) via KfW to strengthen supply security. This signals state priority for grid infrastructure and independence from Dutch control.
In early 2026, Germany was able to supply itself with renewable energy for only 2.7% of the time – significantly below target expectations. Meanwhile, year-on-year comparison 2025-2026 shows declining wind production and expansion weaknesses, while electricity prices remain structurally high.
Germany faces a triple energy crisis in spring 2026: gas supply is collapsing (storage below 38%, prices +36%), electricity grids are overloaded and renewable expansion targets are missed (only 2.7% self-sufficiency in January 2026). In parallel, market concentration among major corporations (RWE, E.ON, EnBW) is reaching antitrust-problematic levels, while the state is forced to enter TenneT. The combination of supply gaps, price explosion and lack of competition threatens Germany's industrial location and increases security policy vulnerability to energy dependence.
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