When the oil price rises, your P&L reacts faster than your Strategy.
- Ales Kolenovsky
- Mar 26
- 1 min read
Updated: Mar 27

When the price of oil rises, your P&L reacts faster than your Strategy.
CEOs and owners don't need further macro analysis.
They need to clearly see how their business will be affected if the current high oil prices continue:
*How will this affect our company?
*When?
Let's show it using the example of a medium-sized manufacturing company producing for the Czech and surrounding markets from foiled and treated aluminum:
⏱️ Within 3 months:
1st strike – TRANSPORTATION
🚛 Own fleet : Fuel prices react immediately → double-digit % price increase
🚛 Purchased Transportation : Suppliers will introduce popular fuel surcharges
👉 Result:
Margins begin to decline imperceptibly – often without timely detection
⏳ Within 6 months:
2ns strike - ENERGY
🔥 Natural gas (winter effect) Companies ensure volumes for the heating season
⚡ Electricity In Europe, the price of electricity depends on gas.
👉 No fixation or reduction of purchased consumption? Double-digit % increase in costs expected
🧴 Hidden killer: materials like
foil and plastics
varnishes, chemistry
energy-intensive metals
👉 Combined effect:
at current energy and oil prices, expect a significant % increase in prices
What distinguishes strong CEOs from reactive ones?
They don't ask the question:
❌ "What is the price of oil?"
But:
✅ “How our EBITDA will be affected in 3 months, 6 months and further?”
Let us sum up:
Energy shocks don't destroy companies overnight.
They are being dismantled slowly in waves – quarter by quarter.
Winners are those who are ready with Versions of their Financial plans.





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