Terra Mater Advisors
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UpgradeWith heavy sanctions in place against Russia, and a serious reputational risk associated with doing business with unsanctioned Russian entities, a huge part of the commodity trade finance world has been cut off. It will also be extremely difficult to do business in Ukraine for the next few years at least. Where will banks be looking to open new credit lines in the wake of this? Do some of the emerging markets, such as Africa, LatAm, and Southeast Asia, have the capacity to bridge the production gap left by Russia and Ukraine at such sudden notice? What impact will this have on already skyrocketing energy and agri prices?