We naturally focus on metals and energy issues when reviewing the Russian invasion of Ukraine. However, metals and energy are not the only commodities or products Russia and Ukraine export to the world. While neither country dominates any sector, both Russia and Ukraine play a significant enough role in certain sectors for supply chain disruption to have a meaningful impact. Automotive supply chain disruption The countries of eastern Europe are the most integrated with their former “partners” in the old Soviet Union. The Baltic states, Poland, Bulgaria and Romania still enjoy a fair amount of regional supply, particularly in the automotive sector. As T2/T3 suppliers to German, French and British automakers, disruption here will have a knock-on effect to the smooth running of major automakers. A lack of wiring harnesses from Ukraine has already caused the closure of at least some car plants in continental Europe. According to the […]