Will The Ukraine War Change Business ?
- The war will add to supply-chain disruptions in sectors such as automotive, increasing the pressure of localization
- Supply chains will become increasingly localized
- A surge in energy and other commodity prices will hasten public and private sector efforts to improve food security
- The commodity rally will drive adoption of sustainable food policies
- The investment needed to reduce Europe’s reliance on Russian energy will affect funding for clean-energy investments in developing countries
- The energy transition will vary between the developing and developed world
- The EU will need outsized investments to diversify away from Russian gas
- Financial sanctions against Russia may accelerate the transition from US dollar backed financial systems to interoperable central bank digital currencies (CBDCs)
- The weaponized of financial sanctions will lead to a bifurcation of the global monetary order
- Geopolitical tensions over technology (already central to the US-China trade war) will intensify as Russia curbs internet access and faces technological sanctions
- Tech will become increasingly geopolitical and regionalized
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