Black Sea Conflict & Commodity Markets

Economic sanctions haven't worked to reduce Russian aggression and Ukraine isn't giving in. Expect the status quo for the foreseeable future.

The purpose of this report is to analyze the impact of disruptions, sanctions, and shifting import demands on grain, fertilizer, and energy markets over the past year. Important new linkages are developing between these 3 commodity sectors that aren’t yet correlations, but are shifting the economics of farmland management decisions.

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