Lee Mun-young

Russia has effectively paralyzed Ukraine's Odesa port, which handled about 90% of Ukraine's grain exports; Ukraine's grain production is reported down 75% year-over-year, and before the war Russia and Ukraine supplied roughly 20% and 10% of world wheat and corn exports. The loss of this supply source should support global wheat and corn prices.

Ukrainian drone strikes on Russian oil refineries have disrupted Russian fuel supply enough that Russia, a major oil exporter, is importing gasoline. This is a supply-side disruption in refined products that supports gasoline prices.

Russia has effectively paralyzed Ukraine's Odesa port, which handled about 90% of Ukraine's grain exports; Ukraine's grain production is reported down 75% year-over-year, and before the war Russia and Ukraine supplied roughly 20% and 10% of world wheat and corn exports. The loss of this supply source should support global wheat and corn prices.

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