Exposure · commodity
13 public companies told the SEC they depend on Electricity.
If Electricity is disrupted, these are the companies that said, in their own filings, it could hurt them — a deterministic read, every line cited. Some may be in your portfolio.
“Assuming 100% utilization of megawatt capacity at owned and third-party hosted sites for a full year, and excluding the impact of any derivative instruments, a hypothetical $10 per megawatt hour change in the price of electricity would cause cash flows to vary by approximately $115.2 million.”
highSEC filing →
“The commodities most likely to have an impact on our results of operations in the event of price changes are electricity, supplies and equipment used in our data centers.”
mediumSEC filing →
“Impact of a 5% change in the market price of electricity, on outstanding energy derivative contracts and IFRS 9 PPAs, for the year ended December 31: Effect on net income (1) Effect on OCI (1) (MILLIONS) 2025 2024 2023 2025 2024 2023 5% increase $ ( 15 ) $ ( 5 ) $ ( 24 ) $ ( 90 ) $ ( 24 ) $ ( 23 ) 5% decrease 15 5 24 90 24 23”
mediumSEC filing →
“As a result of this arrangement, Blanket has paid a lower tariff for IEUG supplied energy, but it has not improved the power quality received at Blanket due to the continued difficulty with the Zimbabwe grid.”
mediumSEC filing →
“The decrease in bulk revenue from 2024 to 2025 reflects a decrease in the price of energy for CW-Bahamas, which decreased the energy pass-through component of CW-Bahamas' rates.”
mediumSEC filing →
“Certain operating costs incurred by us are subject to price fluctuations caused by the volatility of underlying commodity prices, the most significant of which is electricity.”
mediumSEC filing →
- Equinix, Inc.EQIX
“The commodities most likely to have an impact on our results of operations in the event of price changes are electricity, supplies and equipment used in our IBX data centers. We closely monitor the cost of electricity at all of our locations. We have entered into various power contracts to purchase power at fixed prices in certain locations in Australia, Brazil,”
mediumSEC filing →
- Lineage, Inc.LINE
“Power costs accounted for 8.8% of our total global warehousing segment cost of operations for the year ended December 31, 2025.”
mediumSEC filing →
“Electricity, salt, ethylene and methanol are the primary raw materials for our products. Electricity is the single largest raw material component in the production of Chlor Alkali Products and Vinyls products.”
mediumSEC filing →
“However, we do enter into contracts with commodity providers to limit our exposure to commodity price fluctuations. For the year ended December 31, 2025, such contracts accounted for 10.7% of our total utility costs.”
lowSEC filing →
“The Group trades energy contracts in Brazil as disclosed in note 12(c). Commodity price risk exists as the Group is exposed to unexpected changes in energy prices due to extraordinary events.”
lowSEC filing →
“We consume a large quantity of power to operate our data centers and as such are exposed to risk associated with fluctuations in the price of power. During 2025, we incurred ap proximately $36 million in costs to power our data”
mediumSEC filing →
- TeraWulf Inc.WULF
“Any limitation on the delivered energy supply could limit our ability to operate our bitcoin mining and HPC data centers.”
mediumSEC filing →