Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Loss of Russian supply a potentially major blow to fragile supply chains
-
M&M commodity impacts understandable but price swings are unprecedented
- Bulk commodity prices facing the most extraordinary volatility
- Nickel the odd one out for base metals
- Battery and raw materials playing to a different tune
- Are the price rises justified?
- What legacy might the current price spikes leave?
Tables and charts
This report includes the following images and tables:
- Russian share of global M&M production or trade
- Price versus 90th centile cash cost
- Price change since 24th February
What's included
This report contains: