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Ukraine and the Supply Chain

Enterra Insights

Bloomberg reports, “The crisis has driven oil prices toward $100 a barrel and sent tremors through other commodity markets too, threatening another wave of price pressures on top of already-high pandemic inflation. A disruption to these supplies could send energy prices through the proverbial roof.”[9]

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China’s Export Restrictions on Germanium and Gallium  

Resilinc

In 2010, China restricted exports of rare earth elements to Japan following a territorial dispute, sending prices soaring and Japan scrambling to find alternative sources. Which Industries Will Be Impacted? Industries impacted include semiconductors, high-tech, automotive, aerospace, and telecommunications.

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Ukraine Conflict Now Tops the List of Supply Chain Risks

Enterra Insights

… Other industries may have less direct exposure to global suppliers but everyone should widen their thinking about supply chain risk. Gasoline and diesel prices skyrocketed shortly after the conflict began — literally throwing fuel on the inflationary fire. ”[3] There has been no hiding from consequences of the war.

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