Economic impact of Ukraine War will have far reaching (potentially positive) effects

So, we now know what Russia is planning, at least in the short term, because it has already started doing it. Russia wants to control Ukraine and be a paternal dictator by installing a puppet government. The battle to achieve this has only just started. We don't know how long it will take to secure this position, or how many lives will be lost, but it is happening now. The intensity of the battle will be an important balancing act as it wouldn't make sense to destroy the country it wants to own and control.

Russia is a huge country with the greatest abundance of natural resources of any land mass. Even today, though it has barely tapped its potential, the rest of the world is heavily reliant on what it supplies.

As you go through the list of commodities you should be able to see that for many of them, Australia is fabulously positioned to benefit as it can step up deliveries to address any world shortages. It is actually great news for many of our companies. So, maybe there is a silver lining in all of this turmoil. We are in for uncertain, but nonetheless, exciting times. 

 WeeklyComm26February2022.pdf