The deadlock between Ukraine and Russia – particularly over Crimea, the current battleground where the US and the EU have joined the fray – got us thinking, “Man, there must be some massive supply chain implications here.”
And there definitely are – for pricing, availability, lead times across a broad range of commodities, parts, components and finished products, far beyond the immediate region itself.
It is our view that the political front is the one to watch, as impending sanctions on Russia imposed by the US/EU would be the main catalyst for supply chain upheaval. On the non-metal commodity front:
On the metals front, several key US manufacturers’ supply chains could feel reverberations due to their business in Russia (especially if US/EU sanctions directly affect them). For example:
by Taras Berezowsky
Add a Comment
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.