Russia’s invasion of Ukraine triggered major supply risks and wide-ranging sanctions that have dramatically changed global oil and gas markets. In a year of price volatility, supply concerns and increasingly harsh sanctions, Russia has accelerated its pivot to Asian markets. As we enter a second year of the conflict, the risk of major security incidents, a decline in Russian production, and even tougher sanctions hangs over global markets.    

In this episode of the Commodities Focus podcast S&P Global Commodity Insights experts Paul Sheldon, Stuart Elliott and Sambit Mohanty discuss the impact of the war with managing editor for Russia commodities and energy news Rosemary Griffin.

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