1. Introduction
The 2020s began with a spectacular crisis on a global scale, caused by the COVID-19 disease. In order to limit the spread of the SARS-CoV-2 virus, states and international organizations imposed a number of restrictions on the economy and social activity [
1,
2,
3,
4]. In this extraordinary situation, the tendency of society to submit to the orders of the authorities was varied and resulted from both the characteristics of individual people and the characteristics of various social groups [
5]. Regardless of the difficult situation, energy needs have not decreased [
6,
7]. In addition, Russia’s aggression against Ukraine has deepened the crisis situation, especially since a large portion of the energy resources used in the European Union came from Russia. As a result, a number of countries have increased the use of fossil fuels, such as lignite and hard coal. At the same time, there was a significant increase in energy prices caused by a sharp jump in the prices of emission allowances, and within the framework of the European Union Emissions Trading System (EU ETS). At that time, the level of energy poverty in Europe increased [
8]. The COVID-19 crisis directly affected all citizens, influenced their daily behavior, and changed social and economic realities.
In this situation, an important element of decision-making regarding the energy market is the social perception of this issue. The conducted social research took into account the specific period of the COVID-19 crisis, as well as the specific community of two regions of south-eastern Poland. The Podkarpackie and Lubelskie regions are peripheral, both in relation to the central areas of Poland, and the European Union [
9]. They are characterized by a traditional social structure, low wages, a negative migration balance, a significant share of agriculture, and a large forest cover in the spatial structure [
10,
11]. Due to the specific social structure of the region, and the generally conservative beliefs of the inhabitants, differentiating features such as the sex of the respondents, place of residence, and type of heating in their homes, were taken into account in the research. Therefore, the expectations of the inhabitants of this area with regard to the energy market were the subject of this research, and the COVID-19 crisis was the background context of this issue.
The structure of this manuscript is as follows: 1. Introduction; 2. Literature review; 3. Research methodology; 4. Test results; 5. Discussion; 6. Conclusions; 7. Summary and Recommendations; and 8. Contributions and limitations.
3. Materials and Methods
At the conceptualization stage, the main challenges faced by the modern energy market in Poland were identified. These challenges have been transformed into theses expressing the needs of the energy market. The developed theses were included in the questionnaire form and subjected to an assessment of the consistency of the content of these formulations with the respondents’ beliefs.
Table 4 contains a list of the tested features. In the questionnaire form, the respondents were reminded that their assessment was to be subjective, referring to their individual beliefs. Then, these statements were assessed by the respondents in terms of the compliance of their expectations with the identified trends Although the differences in the perception of the world by women and men are widely known, due to the specificity of the surveyed community, an attempt was made to determine whether the expectations regarding the energy market are differentiated depending on the respondent’s sex. The following hypotheses were verified in the study:
H1. The respondents’ perception of selected economic and social factors in the context of the COVID-19 crisis was a determinant of the perception of the energy market.
H2. Respondents were aware of the main challenges related to megatrends in the energy market, and their expectations were in line with the energy policy of the European Union.
H3. Sex and place of residence of the respondents differentiated the perception of the energy market during the crisis.
H4. The views of the respondents regarding the current trends in the energy market and the crisis situation related to COVID-19 were related to the type of heating in their homes.
The research method was a diagnostic survey, the CAWI (computer-assisted web interview) technique was used, and the research tool was a questionnaire form. The study was partial and used non-probability sampling. The objects of the research were adults, the subject of the research was the respondents’ expectations regarding the energy market and perceptions of the crisis reality related to the response to COVID-19. The spatial scope of the research covered two NUTS 2 units of south-eastern Poland—Podkarpackie and Lubelskie (
Figure 5). The research areas were selected due to the agricultural character of both regions, relatively high population density, with the majority of inhabitants living in rural areas, and lower average monthly income of the inhabitants compared to the whole country [
55]. In the province Podkarpackie, in 2021, there were 2,085,932 people, of whom 49.6% were men and 51.4% were women. The greater number of inhabitants lived in the countryside (58.8%). A total of 18.8% of inhabitants were in the pre-working age group, 59.9% in the working age group, and 21.3% in the post-working age group. The largest group of inhabitants were people aged 30–44. The population lived in 52 cities, where cities with up to 20,000 inhabitants prevailed. Only one city had about 200,000 inhabitants. The rural population lived in 144 communes, more than half of which were communes with a population of 5–10 thousand inhabitants [
56]. In the province of Lublin, in 2021, there were 2,038,299 people, of whom 48.2% were men and 51.8% were women. A total of 18.1% of inhabitants were in pre-working age group, 58.5% in the working age group, and 23.4% in the post-working age group. The largest group were people aged 35–49, and those aged 60–69. The population lived in 50 towns, where towns of up to 5000 predominated, and 10–50,000. The rural population lived in 193 communes, where communes with 5000 to 7000 inhabitants prevailed [
57]. The authors of this publication, due to their participation in the creation of regional strategic documents, are well acquainted with the socio-economic specificity of this region, and therefore the geographical scope and the fact of living in the studied area were adopted as a feature qualifying for research.
The regions selected for research are specific. They belong to the border area of both Poland and the European Union. According to statistical data [
11,
58] from 2021, the balance of internal and foreign migrations for permanent residence per 1000 population was −0.9 in the Podkarpackie region and −1.0 in the Lubelskie region. The Podkarpackie region has the lowest ratio of dissolved marriages per 1000 population in Poland, amounting to 1.2. At the same time, in the examined regions, there is a low rate of extramarital births and a high share of people aged 65 and older in the total number of deaths compared to the rest of the country. This proves the proportionately lower mortality rate of young people from these regions. In 2021, the unemployment rate in Poland was 5.8%, while in the Lublin region, it was 8.7%, and in the Podkarpackie region it was the highest in the country (9.9%). In the Lubelskie region, there was one bed per 193 hospitalized people, which was the best ratio in the country, while in the Podkarpackie region, there were 230 people per hospital bed. These results are low compared to other regions. The emission of pollutants from plants that are particularly harmful to air quality in given regions was lower than the national average. Similarly, the amount of municipal waste generated was lower than average. Gross domestic product per capita in relation to the entire country in 2020 was 69.2% in the Lubelskie region, and 69.4% in the Podkarpackie region. These were the two lowest results in Poland. Against the background of the entire country, household gross disposable income per capita in the Podkarpackie region was 78.6%, and it occupied the last place, while in the Lublin region, it was 86.2%, and it occupied the third place from the bottom.
The above parameters of the studied regions could have influenced the behavior, expectations, and perceptions of the studied features by the respondents. The time range of the research covered the period from March to December 2022, i.e., the time just after the official partial lifting of the most drastic restrictions related to COVID-19 in Poland.
Access to the survey form was provided to several dozen people living in the study area. They were students and entrepreneurs cooperating with the universities where the authors work, representatives of local authorities, as well as representatives of social organizations. These people invited other respondents to participate in the survey, including through their own social media. A total of 732 questionnaires were collected, of which 637 were verified, meeting the research assumptions regarding the area of residence of the respondents. The study was correlational in nature, looking for relationships between the examined features, without the possibility of influencing the level of individual variables. Since the study used non-probability sampling, the inference applies only to the study group. Due to the unavailability of the proper sampling frame, the selection of the sample was based on the availability of the subjects. This method of sampling may be used in non-exhaustive studies. It has its own logic and can provide useful samples for social research [
59]. The large sample size of this study provides results that yield some useful information.
Figure 5.
The division of Poland into NUTS 2 units with the research areas indicated [
60] (own elaboration of the table based on the results from this article).
Figure 5.
The division of Poland into NUTS 2 units with the research areas indicated [
60] (own elaboration of the table based on the results from this article).
The research tool was a survey form consisting of a series of sentences which are in fact theses that the respondents assessed in terms of compliance with their beliefs. The assessment was individual, reflecting the subjective beliefs of the respondents. A five-point Likert scale, with a neutral value, was used for the assessment [
61]. The values on the scale are marked as follows: 1—definitely not; 2—probably not; 3—neither yes nor no; 4—rather yes; 5—definitely yes. The diagnostic theses were used to determine the respondents’ approach to the examined features. The list of examined features is presented in
Table 4. The created questionnaire was tested for reliability, and for this purpose, Cronbach’s alpha test was calculated. The test result was 0.709491, which is an acceptable level [
62].
Statistical analyses of the collected material were performed using Statistica and MS Excel. Basic descriptive statistics were calculated, an analysis of the structure of the assessments of the diagnostic theses was performed, and the average ratings and standard deviations were calculated. A simple correlation between the examined theses was also calculated. In order to verify the hypotheses regarding the differences between qualitative variables, such as sex, type of heating, and place of residence, the chi-square test of independence was calculated.
4. Results
Due to the fact that the research used non-probability sampling, the obtained results should be interpreted only in relation to the study group. Among the surveyed individuals, women accounted for 68%, and men for 32%. The average age of the respondents was 31.14 years, the median was 22, the modal was 20 years, and the fashion frequency was 104. The lower age quartile Q1 = 20, and the upper quartile Q3 = 41. The age range was 68 years, the minimum value = 18, and the maximum value was 86 years. Among the surveyed people, 54% were rural residents, while 46% of the respondents lived in cities.
At the beginning of the preparation of the collected material, the mean answers, and standard deviations of the collected assessments, were calculated. The results are presented in
Table 5. The data contained in this table show that the highest scores, and at the same time the highest averages, were obtained by the statements related to expectations regarding the energy market. The three highest scores were obtained by the following features: “Expectation of renewable energy development” (86.5% positive ratings), “Expectation of energy efficiency improvements” (85.4% positive ratings), and “Expectation of optimal use of own energy resources” (82.4% positive ratings). These results indicated that the surveyed community had high hopes for the elements of the energy market included in the energy policy of the European Union. At the same time, these assessments indicated the great importance that the respondents attributed to Poland’s energy self-sufficiency.
In the structure of expectations related to the energy market, it is worth emphasizing the results related to nuclear energy. A total of 30.3% of respondents showed a negative attitude toward the development of nuclear energy in Poland (characteristic 5). It was the highest percentage of negative assessments of the analyzed directions of development of the energy market. Support for the implementation of this form of energy was declared by 42.1% of respondents, and it was the lowest percentage of positive attitude toward the surveyed trends. In opposition to these results, a high level of support from the respondents regarding the expectations of the development of renewable energy can be presented (feature 6). In this case, only 4.8% of respondents had a negative attitude toward the expectations regarding the development of RES. Such results may suggest that in the minds of the respondents, renewable energy sources were a priority direction of energy market development, while the public perception of nuclear energy was burdened with a number of concerns about the safety of these technical solutions.
In the group of characteristics related to social behavior in the crisis situation, the highest percentage of positive ratings (76.5%) referred to “Concern about the negative economic consequences of increasing energy consumption” and “Deterioration of social bonds during the COVID-19 crisis” (73.8%). Thus, the dominant concerns of the surveyed people were economic and social aspects, which were aggravated by the COVID-19 crisis. (40.2% of negative ratings). This may mean that the surveyed group of people valued independence and did not support state interference in the private lives of citizens.
Pearson’s simple correlation analysis was also performed on the collected data. The correlation between all the examined features was calculated in search of existing dependencies. The results are presented in
Table 6,
Table 7 and
Table 8. Using a colored scale, correlation coefficients were determined according to the strength of the relationship between the examined features [
63].
Table 6 presents the results of the correlation between the characteristics related to the respondents’ expectations of the energy market. In this case, except for one correlation coefficient, all others were positive and statistically significant. Relationships that can be described as strong were calculated between feature no. 2 “Expectation of expansion of electricity generation, and grid infrastructure” and features nos. 1, 3, 4, 6, and 8, and an average correlation was calculated with feature 7. This means that beliefs in the expansion of the energy generation potential, the use of renewable energy sources, the expansion of international energy markets, and the improvement of energy efficiency, were accompanied by the conviction of the need to improve and expand the transmission systems. These relationships indicate the respondents’ high awareness of the basic challenges related to the development of the energy market in Poland. The expectation of the development of liquid fuel transmission infrastructure was strongly correlated with the expectation of the development of international energy markets. This relationship can be interpreted as evidence of respondents’ awareness of the sources of Poland’s supply of liquid fuels. The expectation of improving energy efficiency is positively strongly correlated with the expectation of a more efficient use of own resources, and the expansion of electricity transmission networks, as well as the expectation of increasing the use of renewable energy, and the development of heating and cogeneration. It is worth emphasizing that no strong correlations were found between the expected implementation of nuclear energy and other features of the energy market.
Table 7 presents simple correlation coefficients between expectations regarding the energy market, and features related to social behavior during the COVID-19 crisis. Some of the calculated coefficients were statistically significant, but the values of the coefficient r, indicating the strength of the relationship, classified these relationships as none or negligible. Such results indicate that during the COVID-19 crisis, social behavior, i.e., difficulties and fears caused by the crisis situation, were not related to expectations regarding the energy market.
Table 8 presents the coefficients of simple correlation between the elements of social behavior in the context of the COVID-19 crisis. Strong, positive correlations were observed between feature 11, i.e., the sense of deterioration of social ties, and features 10 (Increased sense of threat) and 12 (Deterioration of the economic level during the COVID-19 crisis). The result was not surprising, because the crisis caused by the reaction to SARS-CoV-2 led to a number of negative social phenomena, including a sense of threat and economic destruction. The results of the correlation analysis indicate the coexistence of the perception of these three negative phenomena. Referring to the structure of ratings contained in
Table 5, it is worth emphasizing that the vast majority of respondents confirmed the deterioration of social ties, an increased sense of fear, and a deterioration of the economic level. The remaining correlation coefficients contained in
Table 8 had very low values, which did not justify drawing conclusions about the occurrence of relationships.
In order to verify hypotheses 3 and 4, calculations of the chi-square test of independence were performed. The results of these calculations are presented in
Table 9,
Table 10 and
Table 11. The chi-square test of independence was used to test whether there are statistically significant differences between two categorical variables.
Within the features related to the energy market (features 1 to 8), differences related to sex occurred only in relation to features 5 and 6. It was the attitude of the respondents to the need to implement nuclear energy and the further development of renewable energy.
Figure 6 shows the average ratings of the examined features by the respondents, depending on their sex. As can be seen from part a,
Figure 6, men were more positive than women about the implementation of nuclear energy in Poland. This is in contrast to the attitudes toward renewable energy, where women assessed the development of the use of RES higher than men. At the same time, it should be emphasized that both women and men had a more positive attitude toward renewable energy than nuclear energy. These results are consistent with the direction of development of the energy market set by the European Union.
With regard to social behavior in the COVID-19 crisis situation, sex differences were confirmed in more features (
Table 9). Part b of
Figure 6 presents a categorized graph of average ratings of features related to the COVID-19 crisis, broken down by the sex of the respondents for whom the group independence test showed statistically significant differences. According to the presented data, women showed a higher level of concern, both in relation to the deterioration of social ties, as well as in relation to features related to the fear of a deterioration in the quality of life (features 13–16). The results of this study confirm the well-known fact that women are more socially sensitive and more empathetic.
Table 10 presents the results of the analysis of the chi-square test of differences between the groups depending on the type of heating in the respondents’ apartments. Statistically significant differences were found only with regard to characteristics number 5, related to the implementation of nuclear energy in Poland; 8, concerning the expectation of increasing energy efficiency; and 15, related to concerns about a significant increase in energy prices as a result of the European Union policy. The average ratings of the listed features are shown in
Figure 7. It is worth noting that all respondents, regardless of the type of heating, were moderately open to introducing nuclear energy. People who heat their houses with fuel oil and use solar heating rated this direction particularly low. However, the expectation of increasing energy efficiency was highly rated among all respondents, and this aspect was particularly emphasized by respondents who heated their houses using solar energy and electricity. Both of these groups also showed the highest level of concern about a significant increase in energy prices as a result of the European Union’s climate policy.
The analysis of the differences between the groups, using the chi-square test, depending on whether their the place of residence is in the countryside or in the city, is presented in
Table 11. Statistically significant differences were noted only in relation to feature 8, which is expected to increase energy efficiency. However, in relation to feature 6, concerning the expectations of RES development, the coefficient
p slightly exceeded the assumed value of 0.05. It is worth emphasizing, that the average scores for both features were relatively high, but the expectation for the development of renewable energy sources was slightly higher.
Figure 8 shows the differences between the assessments of these two features depending on the place of residence of the respondents. The data show, that respondents living in rural areas rated the development of RES higher and showed greater interest in increasing energy efficiency. Such results may suggest that rural residents, due to closer contact with nature, more easily perceive the need to increase energy efficiency and develop renewable energy sources.
5. Discussion
The conducted research allowed us to verify the research hypotheses. The first hypothesis was rejected, because the crisis situation caused by the response to COVID-19 was not a determinant of expectations regarding the energy market. No correlation was found between the reaction to the crisis situation, social behavior, and expectations regarding the energy market. These results can be interpreted in different ways. The literature describes the tendency to focus on one’s own needs during a crisis, and the mechanism of denying negative events [
64,
65]. Similar mechanisms may have been present in this study. Difficulties caused by the crisis situation could also lead to the strengthening of local social ties (
communitas) by creating stress response strategies, supporting local entrepreneurship, and counteracting social disintegration [
25,
66]. It should be emphasized that our respondents came from two provinces where, during the first wave of COVID-19, the incidence was one of the highest in Poland [
67]. The respondents’ moods were dominated by a sense of threat, fear of deterioration of health, economic level, and destruction of social bonds. However, no correlation was found between these negative features and expectations regarding the energy market. In this study, a high level of acceptance of state interference in shaping the energy market was observed.
The attitudes of the surveyed respondents were reflected in their expectations as to the direction of development, the use of indigenous energy resources, the development of renewable energy, increasing energy efficiency, and the implementation of nuclear energy. At the same time, it was found that the respondents had a negative attitude toward increased state interference in the individual lives of citizens and were afraid of the negative consequences of the crisis, but they approached the future rationally and calmly, especially in the context of the energy market. This can be explained by the mixed reports on the risk and mortality caused by COVID-19 [
67,
68,
69,
70,
71]. Especially in the context of the research, it indicated the ineffectiveness of crisis strategies [
13,
71], and the fact that the respondents focused more on issues related to the economic sphere [
72,
73,
74].
In this study, the second hypothesis was confirmed, as the respondents indicated the need for the optimal use of their own energy resources, based primarily on renewable energy sources and nuclear energy. There was also an emphasis on the need to improve the energy efficiency of the country. This is consistent with the EU’s direction of development of the common energy market [
39,
75]. It can therefore be concluded that, on the one hand, our respondents understood the technical challenges facing the Polish power system, and, on the other hand, women were more supportive of the EU trend of RES development, while men were more likely to favor the development of nuclear energy. These study results are consistent with the results obtained by some other authors [
15,
25,
30,
75,
76], who indicate that the development of nuclear energy is beneficial from the point of view of Poland’s energy security. Striving for the development of nuclear power, however, must not mean the abandonment of the renewable and conventional energy sources used so far. The diversification of energy sources can obviously increase the energy security of the state. Energy transformation is one of the key areas of activity of the European Union. The example of Poland, compared to other EU countries in Central and Eastern Europe, is special, because the vision of energy policy transformation assumes the need to transform the coal energy culture into a sustainable culture. The transition to a low-emission, and energy-secure Europe is becoming increasingly important in the policies and strategies of the European Union [
77,
78]. Renewable energy sources play a key role in the decarbonization of the economy of the European Union (EU) and the world [
79]. It can be said that nuclear energy is back on the agenda in Europe. The European Commission even wants to include nuclear energy in the criteria for sustainable development and wants to classify nuclear energy as a green energy source. However, this has encountered strong resistance from Germany and Austria [
80]. Currently, nuclear energy, developed in 32 countries, is responsible for the production of approx. 10% of electricity. In Europe, nuclear energy accounts for the largest share of France’s energy mix (69%). Nuclear energy also plays a significant role in the energy sectors of Slovakia (52.3%), Belgium (50.8%), Hungary (46.8%), Finland (32.8%), Sweden (30.8%), and Switzerland (28.8%) [
81]. Nuclear energy in Poland meets with the greatest resistance among people living in the south of the country (Małopolskie and Śląskie Voivodships), where 44% are opposed, and also in south-western Poland (Opolskie and Dolnośląskie), where 38% are against [
82].
This study confirmed the third research hypothesis because, as mentioned above, sex was important not only in the differentiated perception of certain energy sources but also due to its influence on social behavior. The negative effects of the crisis were felt more by women, which manifested itself in a greater sense of threat, and deterioration of social bonds. Women were more compassionate and concerned about the future. Therefore, the results of our research partially overlapped with the studies of other authors [
15,
77,
78,
79,
80,
81,
82,
83,
84,
85,
86], which indicate that during the COVID-19 crisis, many women paid attention to the loss of work among people in their immediate vicinity, which affected the situation of the whole family. At the same time, women have traditionally felt obliged to help relatives in difficult situations. Yet other studies [
84] show that the effects of crises like COVID-19 are never sex-neutral.
The place of residence of the surveyed respondents had little influence on perceptions of the energy market and social behavior. However, it differentiated features related to the development of renewable energy from those related to increasing energy efficiency. Both of these features have an economic dimension, as indicated by other authors [
42,
87,
88,
89]. Social expectations largely concern low energy prices and the stability of supplies, and, moreover, respondents expect energy to be obtained while respecting the natural environment. Perhaps that is why rural residents paid more attention to energy efficiency and the development of RES. It is worth emphasizing the high level of expectations of the surveyed respondents regarding the development of renewable energy. Social acceptance of the development of renewable energy is an important factor in the course of the energy transformation, not only in the EU but also in the world [
90].
The fourth research hypothesis was confirmed, as there were differences in the perception of the energy market, and in social behavior, during the COVID-19 crisis, depending on the type of heating in the respondents’ homes. These differences have been noted in relation to features related to some extent to the economic aspects of energy supply. It is worth noting that the owners of photovoltaic installations showed lower expectations regarding the implementation of nuclear energy compared to respondents using electricity to heat their homes. Differences in the perception of the energy market, depending on the type of home heating, will probably deepen along with the increase in energy prices. Other authors emphasize this issue, drawing attention to the growing problem of energy poverty [
91,
92]. In this situation, the role of the state in supporting the energy poor is growing, and there is a phenomenon of burning low-quality fuels in order to meet the basic energy needs of households affected by energy poverty. Among the causes of energy poverty are the low energy efficiency of places of residence, and the improper use of energy-consuming devices [
92]. The conducted research showed that the respondents were very aware of the importance of energy efficiency in the functioning of the modern energy market.
Some authors claim [
71,
93] that the pandemic was a challenge of modern times, as well as a tragedy for many people, and from the very beginning required members of society to leave their comfort zone, abandon their current lifestyle, and give up many habits. It should be noted, however, that the population of the regions studied here approached the crisis with moderate anxiety. This could partly be due to the age structure of the respondents, which was dominated by young people, usually more optimistic about the future. This is also confirmed by studies by other authors, e.g., in the field of counteracting COVID-19 strategy [
13,
67,
94,
95,
96,
97,
98,
99].
In general, the expectations of the surveyed group of respondents regarding the energy market were consistent with the actions recommended by the European Commission, and the efforts of the Polish authorities, regarding energy transformation [
34,
35,
38,
51,
52,
53,
54]. The investigated regions are therefore open to various options, despite the conservative and traditional approach of the inhabitants to many life issues [
96,
100]. This is an indication for decision-makers that in these regions of Poland, consumers have different, specific views on the energy market, because they partly agree with the EU, and partly with local, and national trends [
24,
50,
54].