I quickly scrolled through and couldn’t find a thread that would include reflections on the impact of rising electricity prices on consumption and, through that, indirectly affect listed companies.
It would be interesting to look for slightly longer causal chains here, not just direct connections.
For example, could the use of ovens for cooking decrease, and what effect would this have on eating habits and, through that, on the sales of foodstuffs? Can a connection be found, for example, between a decrease in meat dishes and the rising price of electricity?
Or will sauna use decrease, and what impact could that have? Will people then take longer showers, and will water consumption increase?
Or does the price of electricity affect, for example, gaming?
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Rationalizing electricity consumption is certainly a big trend now, as it has clearly been “too cheap.” Hopefully, supply and demand will balance out, and prices will become predictable as a result.
Sellers and manufacturers of equipment related to small-scale electricity production or saving will certainly benefit directly, but also indirectly, if they can get other sales alongside.
How long will the finances of energy-intensive small and medium-sized enterprises last? How will the business created by these companies be distributed in the future? Will it wither or shift to larger operators?
Personally, the use of the oven will increase, even considerably, because I have a wood-burning one that also partly heats the house. Food will be prepared there with the same energy, and the use of the electric oven will decrease. If home sauna use with electricity decreases, it might increase elsewhere, at swimming pools, gyms, and summer cottages with wood-fired saunas.
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