Russia is a resource superpower. We normally discuss Russia’s outsides role in global oil and gas markets–a topic we discussed at length in a previous webinar, along with Russia and Ukraine’s role in global grain and agricultural export markets (links below).
Today we’re taking a look at Moscow’s role in supplying our globalized economy’s various industrial inputs. Iron. Steel. Aluminum. Things we recognize. And then all the parts we don’t, but are vital to our daily lives: palladium. Cobalt. Highly purified neon. As you can see from the map below, there are over a dozen commodities where Russia and Ukraine are a globally significant producer or processor. Many of these are also a product of a formerly cooperative relationship between Ukrainian and Russian companies, a legacy of Soviet-era infrastructure and and development.
To say that’s over is an understatement. The question now is not one of how much Russian and Ukranian exports are going to shrink by. Or how long until supplies come back online. Rather, to what extent has the global supply chain already shifted and how have countries and industries already shifted away? (And what of those who simply cannot?)
Please join us today for an in-depth, no-holds-barred presentation on the new realities of the global industrial materials market, followed by a Q&A section.
Having difficulty keeping up with the chaotic and quickly-changing landscape of Russia sanctions and commodities markets?
Our upcoming webinar will address how Russia’s invasion of Ukraine and the emerging global sanctions campaign against Russia will impact the world of industrial commodities–metals, minerals and their associated industries.
What happens when a country who is a top 5 supplier of over a dozen commodities finds itself squeezed out of a market already facing serious supply chain dislocations? What challenges and opportunities exist for manufacturers and suppliers across the globe?
Please join us next TODAY, April 5 as we tackle these issues and more in our upcoming webinar The Ukraine War: Industrial Materials Edition.
Can’t make it to the live webinar? No problem! All paid registrants will be sent a link to access the recording of the webinar and Q&A session, as well as a copy of presentation materials, after the live webinar concludes.
Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
And then there’s you.
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.