At Any Rate – Russia’s influence on the commodities complex - a podcast by J.P. Morgan

Natasha Kaneva is joined by Shikha Chaturvedi, Gregory Shearer, and Tracey Allen to discuss Russia's influence on the commodities complex. With Russia/Ukraine tensions on the rise, an escalation and/or potential disruption in exports is materially bullish commodities. Natural gas, oil, aluminum, PGMs, wheat and corn look to be the most exposed.

This podcast was recorded on 28 January 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3978982-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

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