Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday Mar 04, 2022
Friday Mar 04, 2022
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.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
Shikha Chaturvedi, Head of Global Gas Research
Gregory Shearer, Head of Metals Research
Tracey Allen, Head of Agricultural Research
This podcast was recorded on March 4, 2022.
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