Dagens Industri SV

Energismäll hotar börspressade Essity: ”Alla påverkas”

NEW YORK. Hygienbolaget Essity köper enorma mängder fossilgas – motsvarande 60 procent av Sveriges totalförbrukning. Irankriget har pressat upp energipriserna, men effekten har ännu inte slagit igenom tack vare prissäkringar. Men skyddet är tidsbegränsat. ”Det som händer i Mellanöstern kommer att påverka våra varukostnader – men det finns en tidsförskjutning”, säger vd Ulrika Kolsrud.

Mar 22, 2026 &03012222202631; 15:01 UTC www.di.se Trending 2/5

Read original on www.di.se ↗

↘

Negative for markets

Sentiment score: -50/100

Moderate impact Short-term (days)

WHAT THIS MEANS

Essity, a hygiene products company, faces potential cost increases due to rising energy prices from Middle East conflicts, as it consumes fossil gas equivalent to 60% of Sweden's total usage. Although current price hedges are protecting the company temporarily, the CEO warns that these effects will eventually impact operations and profitability. This development highlights broader risks from geopolitical tensions in the energy sector, which could pressure European stocks amid ongoing market volatility.

AI CONFIDENCE

70% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↓

ESSITY-B.ST

ESSITY-B.STStock

Expected to decline

Essity is exposed to delayed energy cost increases from Middle East conflicts, which could erode margins despite current hedges, potentially leading to stock price declines as the market reacts to heightened geopolitical risks.

⇅

Euro Stoxx 50

^STOXX50EIndex

High volatility expected

As a European index, it may experience volatility from energy price shocks affecting companies like Essity, though broader market pricing of geopolitical risks could limit the immediate impact.

PRICE HISTORY

Loading chart...

⚡ SUGGESTED ACTION

Consider shorting Essity stock or related European consumer goods ETFs in the short term if energy prices continue to rise, but monitor hedging expirations and broader market sentiment for potential entry points; alternatively, hedge positions with energy futures to mitigate risks.

KEY SIGNALS

Rising energy prices due to Middle East tensionsTemporary protection from price hedges expiring

SECTORS INVOLVED

Consumer Goods

Analysis generated on Mar 22, 2026 at 19:35 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Dagens Industri. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Energismäll hotar börspressade Essity: ”Alla påverkas”

RELATED INTELLIGENCE