Commodity Chokepoints and QT
- Paper
- Apr 29, 2022
- #Russia #Commodity #SupplyChain #Technology
Metinvest, the holding company that owns several plants in southern Ukraine, has
not only the Azovstal and Zaporizhstal plants in its portfolio, but also the smaller
Ilych Iron and...
Show More
Mentions
See All
Alex Gladstein @gladstein
·
May 2, 2022
Fascinating and grim read on how Putin’s push for control of Mariupol and Odessa could give him control of half of the world’s production of neon, a critical material needed for semi-conductors… and how these kind of supply chain threats mean more QE from the Fed by next summer