The Russia-Ukraine conflict is causing wide ranging impact across commodity markets, with short and longer-term implications for the world economy.
Join David Fyfe, Chief Economist, Lloyd Thomas, SVP, Consulting and Haik Gugarats, Associate Editor and resident expert on US and international energy policy and politics as they discuss the conflict’s implications for Europe, Ukraine, Russia, US and China.
They assess the lessons from the impact of the Covid-19 pandemic, the potential for a notional ‘supply crisis’ morphing into a demand crisis – and long-term structural considerations including the consequences for the drive towards energy transition and cleaner fuels.
Key topics covered in this episode:
- Impact of the Russia-Ukraine conflict on the global economy and trade
- Impact on the key markets of the US and China and implications for Europe, Ukraine and Russia
- Comparing the impact of the Covid-19 pandemic – and what can we learn from it
- Degree to which a notional “supply crisis” could morph into a demand crisis, as higher prices & GDP pressures start to hit demand for commodities
- Longer term structural considerations: globalisation vs. regionalisation, producer & consumer alliances, the pace of the drive towards Energy Transition and cleaner fuels