We naturally focus on metals and energy issues when reviewing the Russian invasion of Ukraine. However, metals and energy are not the only commodities or products Russia and Ukraine export to the world. While neither country dominates any sector, both Russia and Ukraine play a significant enough role in certain sectors for supply chain disruption to have a meaningful impact. Automotive supply chain disruption The countries of eastern Europe are the most integrated with their former “partners” in the old Soviet Union. The Baltic states,…
