The Next Supply Shock Is Already Underway J-P. Pizzini August 14, 2026 Commodities The next inflation shock may not begin with oil. It may begin with diesel shortages in Russia, dry fields in Europe and a growing inability... Read More
The Black Sea Is Becoming the World’s New Supply Chokepoint J-P. Pizzini August 13, 2026 Commodities For most of the war, the economic significance of the Black Sea was measured through energy. Oil terminals, pipelines, refineries and Russia’s ability to finance... Read More