While the unfolding human tragedy is undoubtedly the biggest impact of the Russia/Ukraine war, the global implications are wide and varied. The conflict is a major disruptor for geopolitics, the global economy and commodity markets.
In a new series of weekly briefings, our analysts will explore the impact and challenges the conflict presents to the sectors we cover: oil and gas, metals and mining, power and renewables, corporate and petrochemicals.
Our first briefing focuses on gas and the economy. In it, we outline:
A snapshot of updates across geopolitics, commodities and the economic impacts
From intensifying pressure from sanctions to rising metals prices and the latest corporate actions.
Economics: how the war risks throwing the global economy off course
A look at the global GDP downside scenario and short term impact on Russia and Ukraine.
Gas markets: EU/US proposals – and our take
The EU and US have proposed bold targets to reduce dependence on Russian gas – are they achievable? Plus, how LNG is already providing alternative sources to Russia.
Get the briefing
Fill in the form at the top of the page for your complimentary copy. And subscribe to the Inside Track to ensure you don’t miss out on future briefings.