I believe (!) that this is not the case. The regulation is supposed to relieve the population (the consumers). In this scenario, it would not. It would strengthen the companies. It is supposed to lead to people gaining something due to short-time work benefits, etc. Traders/producers (those who buy something and process it profitably) do not consume. It may be that you are right. But I cannot imagine it. BTW, u.E. (In our opinion) means to me that we expect it this way because it has been like that so far. What difference does it make if it is 6 months, or a permanent change. But as I said, none of us know, we will simply see.