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Think Tank
Global Trade & Economics: Page 233
Russia’s War Puts Shipping’s Tentative Recovery in Jeopardy
Russia’s ongoing invasion of Ukraine has the shipping industry bracing for new shocks to its labor force, which relies on experienced crew from both countries.
U.S. Oil Production Will Cushion Price Hit to Economy, Eventually
Any increased capital spending by U.S. oil and gas producers in response to the surge in crude price should help soften the blow to the economy from an expected pullback in consumer spending. It just won’t be anytime soon.
Watch: The State of the Warehouse and Industrial Real Estate Market
Alex Cohen, chief executive officer of Liberty SBF, reviews current trends in demand for warehouse and industrial space, and how owners are acquiring financing in difficult times.
Can Europe Weaken Putin’s Power Over Global Energy?
The war in Ukraine has already revealed that the modern financial system can be weaponized in ways never before seen. Now the same might be true of the energy transition.
War in Ukraine Triggers Global Food Emergency
Russia’s invasion of Ukraine means the food inflation that’s been plaguing global consumers is now tipping into a full-blown crisis, potentially outstripping even the pandemic’s blow and pushing millions more into hunger.
Buckle Down: No Relief From Supply Chain Woes Anytime Soon
Global supply chains are unlikely to see relief from congestion, disruption, labor shortages and skyrocketing costs anytime soon.
Europe’s Biggest Port Is 'Extremely Worried' About War Impact
The Port of Rotterdam is a particularly sensitive economic pillar of the Netherlands.
War Shocks Ripple Across One of the World’s Busiest Trade Lanes
Putin’s assault on Ukraine, and retaliatory steps designed to paralyze the Russian economy, are heaping new disruptions on supply chains that never recovered from unprecedented shocks caused by the pandemic.
Russian Invasion Smothers Supplies From World’s Breadbasket
After years of growing increasingly reliant on cheap and abundant wheat supplies from Russia and Ukraine, the world’s grains buyers are being forced to hunt elsewhere as flows from both countries dry up.
Record Lead Times Show More U.S. Inflation in Supply Chain Mess
The supply squeeze on the U.S. economy tightened further in February, indicating no relief for domestic producers and pointing to persistent inflationary pressures.
Logistics Giants Halt Service in Russia, Ukraine
The U.S. and Europe’s biggest logistics firms have halted shipments to Russia, further isolating the country’s businesses and consumers after its military invaded Ukraine.
Big Oil Walks Away After Decades in Russia
First BP, then Shell. In just two days, Britain’s twin energy giants have dumped Russian investments nurtured over decades and shut themselves out of the world’s largest energy exporter, probably forever.
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