Ukraine Conflict: Executive Briefing

A comprehensive overview of the Russia-Ukraine conflict for those wishing to develop their understanding of its implications for global sectors.

While at its core it is a humanitarian crisis, the Russian invasion of Ukraine risks adding materially to existing global economic and supply challenges. We are likely heading into a period in which geopolitics will become a regular part of boardroom discussions.

Download GlobalData’s 5th Ukraine Conflict Executive Briefing to learn more.

Understand the impact of the conflict from a cross-sector perspective

Access analysis of the economic and geopolitical impact of the Russia-Ukraine conflict spanning 25 global sectors. View timely intel collated by GlobalData’s expert analysts and data scientists to help your business navigate an increasingly uncertain future.

Receive monthly report updates assessing the impact of conflict developments

The report will be renewed monthly with the latest data and analysis, as the conflict develops and has wider implications across sectors.

Access the latest macro-economic forecasts, charts with the latest data, and our updated sanctions tracker, as well as our updated sector scorecards to reflect the current views on the impact of the crisis at a company level.

Price reaction varies across commodities

The most notable price effects have been on energy and grains, reflecting the reliance on Ukraine and Russia for these raw materials. 30% of global wheat exports originate from Black Sea ports (for corn, the share is 20%), while Black Sea sunflower oil exports represent 10% of world vegetable oil exports.

The outlier is sugar, whose price is linked to Brazilian gasoline prices, where Petrobras has prevented Brazilian price rises. Where sugar crops compete with grains and oilseeds, e.g. the EU, this will send a signal to farmers to devote more land to grains and less to sugar crops.

Track the latest sanctions on Russia and understand their implications across all major sectors

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