A global power struggle

The Ukraine war means the world is now looking for alternative energy supplies with gas and oil the focus of ING's coverage this week. Supply chains are being reshaped and markets, along with central banks, are also having to face up to renewed financial threats

In this bundle

Logistics & Automotive

Russia-Ukraine crisis to reshape supply chains, flatten world trade

The improvement in global supply chains has ended before it ever really began. The war in Ukraine will bring longer-lasting disruption and the trade…

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Europe would face a desperate scramble to replace Russian gas

Commodities, Food & Agri

Energy

Europe would face a desperate scramble to replace Russian gas

Europe’s dependency on Russian energy has been a longstanding concern within the region, particularly for natural gas. These worries have only…

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Is REPowerEU too focused on renewables as a way to cut out Russian gas?

Energy

Sustainability

Is REPowerEU too focused on renewables as a way to cut out Russian gas?

The European Commission has rolled out its plan to reduce gas dependence on Russia. Renewables get too much attention considering their limited potential…

Financial Institutions

The credit reaction to the Ukraine-Russia crisis

The Russian invasion of Ukraine is severely impacting many markets. Here, we look at the cross-credit reaction to the crisis, we identify the implications…

, and 3 others

Concerns that cryptocurrencies are a sanctions-busting tool seem exaggerated, for now

Financial Institutions

Russia

Ukraine

Concerns that cryptocurrencies are a sanctions-busting tool seem exaggerated, for now

Crypto providers have to apply the global sanctions regime against Russia like any other business. We don’t see cryptocurrency as a major sanction…

China

What China’s ‘Two Sessions’ mean for the climate and commodities

China's biggest political event of the year, the 'Two Sessions', highlighted the need to enhance energy security - a new priority that will…

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Commodities, Food & Agri

Russia-Ukraine conflict: What it means for grain and oilseed markets

The sad events we are seeing in Ukraine have brought the issue of food security to centre stage. Disruptions to supply chains along with self-sanctioning…

ECB continues with normalisation, keeping maximum optionality

Moving on with tapering and keeping the door wide open for a rate hike before year-end, while ensuring maximum flexibility. Today’s ECB…

United States

US inflation at a 40-year high and the only way is up

Consumer price inflation hit a new 40 year high and will soon get close to 9% as businesses' surging commodity and labour costs get passed onto…