思略特2024应对欧洲能源成本的挑战-工业企业如何在欧洲的去工业化中生存报告英文版20页

March 2024Mastering the Challengesof Energy Costs in EuropeHow industrial companies survivethedeindustrialization in EuropeStrategy&Companies need to improve their energy resilience strategy to survive. To succeed in the long-term, a recalibration of the entire business strategy is requiredElevated energy prices and increased market volatility not only caused profits to decline (-14% since 2018) but also pose a risk of deterring investments (-9% vs. pre-crisis)Energy prices have recovered after the peak in 2022. Gas spot prices recovered to 12€/MWh above pre-crisis level1, while volatility of last 12 months is 4x the level of 2019Most firms have responded with short-term levers, while substantial levers have remained untouched. Inflation & volatility remain the top two concerns for CEOs in 2024The energy crisis has been a challenge to industrials, some of which were already suffering from supply chain disruptions and lower demand (-13% output over last 5Y)1) Comparing average 02/2024 T