manufacture of renewable electricity generating equipment
0.05% of the wholesale price basket
Index value
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Who moves when electricity moves
Power producers gain on higher tariffs; it is a major cost for energy-intensive metals, cement and manufacturing.
Tailwind when it rises (producers)
Headwind when it rises (consumers)
% = raw materials as share of sales
Materials
Cement
Directional and observational - our classification of who uses this as an input vs sells it as output. The chips are just the largest listed names in each sector, not a claim that this commodity is material to any particular company - individual exposure varies. Raw materials as a share of sales is shown on the consumer side. Not advice.