This is the wrong analysis. You can't just equate "cost" with "importance", which is effectively what this is suggesting. Electricity may be a low part of firms' overall cost and may still be (is) of paramount importance. Without electricity, much of the other labor and capital is useless. The goal is not saving costs. The goal is productivity. Also, kids on Christmas are not the same as largely-rational, externally-accountable organizations of educated and experienced executives. I think the idea that we shouldn't listen to the people who are on the ground developing industry when they talk about their difficulties is...well, dangerous. Didn't we just get past realizing we should actually talk to beneficiaries when distributing aid? So why don't we do that when we are helping businesses? Are we really ostentatious enough that we think we know better...again?