Geopolitical Supply Shock
Greg discusses the impact of Russia's invasion of Ukraine on global supply chains, leading to a significant commodity supply shock. He explains how this event accelerates deglobalization and forecasts a surge in catching up to the supply shock as Chinese demand fades.In this clip
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Related Questions
What are the implications of the Ukraine war aftermath as discussed in the episode 880: Ian Bremmer | Dealing with a World In Disarray and the clip Russia's Military and Economy? How do these discussions relate to the episode Can Europe quit Russian fossil fuel by next winter? and the clip Global Supply Chain Crisis
What are the implications of the Ukraine war aftermath as discussed in the episode 880: Ian Bremmer | Dealing with a World In Disarray and the clip "Russia's Military and Economy"?
What is the future of supply chains in light of the insights from the episode Rapid Response: How global markets are reacting to Russia's war on Ukraine, w/Sara Menker, CEO of Gro Intelligence, and the clip Global Fragility Insights?