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Tensions are rising between Russia and Ukraine over a possible new military escalation, which could disrupt commodity and energy flows. S&P Global notes that Western sanctions on Russia's energy sector could tighten if fighting escalates in eastern Ukraine.
So far the escalation has not moved commodity markets.
Ukraine transits Russian gas and crude to Europe, so a sanctions or disruption scenario could tighten European energy supply and lift gas and oil prices. Grain buyers should watch for spillover into Black Sea shipping and wheat and corn risk premiums.
在过去 136 次看涨的地缘政治事件之后,天然气 在 5 个交易日内中位数变动 +2.7%(63% 上涨;中间一半区间为 -1.8% 至 +8.8%),20 个交易日内为 +4.0%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。