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Industrial costs in Romania increase at a faster pace in February, reaching 4.0% year-on-year.

Romania's industrial price inflation spiked to 4.0% annually in February, a significant jump from -0.3% a month prior, as per the statistics office INS. This increase follows a 3.6% monthly rise in factory-gate prices, fueling the unexpected surge in industrial prices.

Industrial costs in Romania increase at a faster pace in February, reaching 4.0% year-on-year.

In the bustling realm of Romania, the industrial price inflation took an unexpected turn, soaring to a whopping 4.0% year-over-year in February, as compared to a mere -0.3% in January. This meteoric rise was propelled by the factory-gate prices, which increased by 3.6% month-over-month in February, according to the data collected by the statistics office INS.

To rattle off this dizzying increase, the energy sector stood front and center, with prices surging by a staggering 9.9% month-over-month in February, leading to a 5.0% year-over-year rise in the costs of energy inputs. This surge had a ripple effect on consumer prices, with the natural gas price skyrocketing by 9.0% month-over-month in February. This upward trend was fueled by the supplier's need to purchase more gas from imports at inflated prices. As we near mid-2025, the cessation of energy price regulations for residential and industrial users promises to cast a long shadow over overall consumer and industrial inflation.

Contrary to the tumultuous landscape of the energy sector, the prices of intermediary goods only increased by a modest 0.4% month-over-month, translating to a 2.0% year-over-year annual advance from +1.8% year-over-year in January.

In the realm of consumer goods, the prices of non-durable goods sprinted ahead by 5.4% year-over-year in February, maintaining the high annual growth rates witnessed in previous months (5.3% year-over-year in January). On the other hand, the prices of durable goods remained comparatively restrained, increasing at a slower pace of +2.7% year-over-year in February.

Capital goods felt the brunt of the higher energy costs to a greater extent, as they accelerated to a substantial +4.1% year-over-year in February, up from +3.6% year-over-year in January.

(Credit: Kanok Sulaiman/ Dreamstime)

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In a nutshell, the recent industrial price inflation in Romania is fuelled by various interconnected factors, including:

  • Energy Sector Pressures: The surge in industrial price inflation is largely attributed to soaring energy costs, which have posed a significant challenge in the face of global supply chain dynamics and local regulatory shifts[4].
  • Raw Material and Vendor Costs: Manufacturers have reported sharp cost increases due to vendor price hikes and escalating raw material expenses[1].
  • Wage and Production Input Pressures: Higher labor costs and agri-food commodity prices have been identified as drivers of persistent core inflation[5].
  • External and Fiscal Risks: The National Bank of Romania (NBR) has highlighted global energy market volatility and domestic fiscal policy concerns as key risks[4][5]. Infrastructure-driven demand in construction, with expected price increases of +36%, indirectly puts pressure on industrial costs through material procurement[2].

This complex interplay of energy-specific shocks, expanding input costs, and structural wage pressures creates a formidable challenge for price stability, forcing the NBR to maintain a restrictive monetary policy[4][5].

  1. The sharp rise in Romania's industrial price inflation, as seen in the past months, has been mainly attributed to the pressures within the energy sector.
  2. The costs of intermediary goods have also increased, albeit modestly, illustrating the ripple effects on various sectors within the Romanian economy.
  3. Amidst these escalating costs, the prices of consumer goods, particularly non-durable goods, have continued to see significant year-over-year increases, posing a challenge for price stability in Romania's economy.
Romania experiences a sudden jump in industrial price inflation, with a 4.0% year-on-year (y/y) rise in February, contrasting the -0.3% y/y decrease seen in January. This shift, as reported by the statistics office INS, follows a 3.6% month-on-month (m/m) increase in factory-gate prices in February. The key factor fueling this unexpected speedup in industrial prices remains unidentified.

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