Global Commodities: One week into the Russian invasion - the state of commodities markets

Natasha Kaneva is joined by Shikha Chaturvedi, Gregory Shearer, and Tracey Allen to discuss the current state of commodities markets after an exceptionally volatile week given the escalating Russia/Ukraine conflict. The team explores the disruption in export volumes, alternative supplies, and demand rationing, as well as potential upside price scenarios if Russian exports are materially disrupted in the coming weeks and months.   SpeakersNatasha Kaneva, Head of Global Oil and Commodities ResearchShikha Chaturvedi, Head of Global Gas ResearchGregory Shearer, Head of Metals ResearchTracey Allen, Head of Agricultural Research   This podcast was recorded on March 4, 2022. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.