Russia’s invasion of Ukraine has exposed several geo-political fault lines: a breakdown in supply chains, inaccessibility of critical raw materials, and an impending commodity crisis. Russia and Ukraine are among the largest commodity-exporting nations in the world controlling crucial natural gas, oil, metals, and agri-commodities on a global scale, and also serve as vital lifelines for the European economy. If this crisis is prolonged, it could force significant implications for Europe’s energy supply, as well as present food security issues for many countries.
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