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The massive Dingolfing plant hummed with its usual precision on a warm June evening in 2026. Klaus Berger, a 48-year-old master welder who had spent two decades joining chassis for BMW’s larger models, finished his shift and stepped outside into the cool Bavarian air. His phone buzzed with the latest news: another profit warning—the third in as many years.

Weak demand in China and rising costs tied to the Iran conflict had forced new CEO Milan Nedeljkovic to accelerate efficiency drives. Analysts following the earnings call speculated that Europe could see job reductions as production shifted faster toward North America and China. With just under 155,000 employees worldwide, the company expected a global workforce cut of up to 5 percent by the end of 2026—potentially as many as 7,700 positions.

Klaus met his apprentice, 20-year-old Lena, near the employee parking area. She was in her final year of training and hoped to stay on full-time. “They keep saying it will be natural attrition—no forced layoffs,” she said quietly. “But what if orders stay low?”

Inside the works council offices, representatives prepared for the first round of talks with management. “We are working on viable solutions through dialogue and with full responsibility toward our employees,” the general works council spokesperson had told reporters. Unlike Volkswagen and Mercedes-Benz, BMW had not announced sweeping redundancy programs, though the total headcount had already declined slightly in 2025 and the downward trend was expected to continue.

Klaus watched the floodlights illuminate the vast assembly halls. Shares had plunged to near six-year lows after the warning, and Nedeljkovic had vowed deeper structural cost-cutting, including a one-off impact in the second half of the year. Yet the German model of co-determination still offered a path: negotiation rather than unilateral decisions.

As night fell over Lower Bavaria, Klaus placed a reassuring hand on Lena’s shoulder. “We built this place together,” he said. “Now we make sure it stays strong—for all of us.” The talks ahead would test that promise amid global pressures.




LUCID FIRST. Is BMW NEXT?

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