In France, an “energy sobriety” plan was coordinated by the Government in October 2022. It has since gathered a hundred large companies, including Capgemini and industrial players in all sectors, such as Sanofi in Pharma.4 All industrial companies and big energy users now face this new challenge. In some energy-intensive sectors with low margins, such as metallurgy, pulp and paper, and fertilizers, stopping (or not re-starting) production is now even considered the best option. For example, Duralex stopped producing tempered glass tableware in France five months ago,5 and Norsk Hydro has ceased producing aluminum in Slovakia due to high energy prices.6 The Pharma sector is not yet at that level of criticality; however, an increase of 15-20% of the energy bill would mean higher medicines prices for patients and health insurance systems (even if prices are regulated and do not increase overnight). In some cases, interrupted production is also a risk, with many European Pharma companies reviewing their business continuity plans (potentially with backup production sites in other geographies). Mitigation plans include additional alternative energies (wind, solar, et cetera), mobilization of backup equipment, such as fuel turbines to produce electricity during shortage, or even production de-prioritization of some products. Following alerts, the first specific recommendations are starting to be shared within the European Pharma industry. For example, France has issued recommendations through the LEEM association7 and the French Health Agency.8 Therefore, Pharma companies must consider energy supply and efficiency as the fourth pillar of their industrial strategy, on top of EHS (Environment , Health and Safety), quality and production volumes monitoring. Securing energy supply and prices through a shift to Renewables is currently a major move (more local than oil and gas by nature). This is achieved through on-site energy production and massive corporate PPAs (Power Purchase Agreements). For example, in 2021, Merck MSD signed a PPA with TotalEnergies in Spain for 90 GWh per year,9 Sanofi announced a 4 MW Solar PV project in its industrial site of Aramon in France by 2023,10 and Zentiva now sources its European manufacturing sites from 100% renewable electrical energy.
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