War in Ukraine could tighten several commodities markets as further sanctions on Russia crimp supply, providing a fresh tailwind to producers already enjoying buoyant conditions.
Amid rising fears Russia will invade its smaller neighbour, Citi analyst Max Layton said there was evidence metals markets have priced in a “supply risk premium”, citing moves in palladium, nickel and aluminium prices.
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Michael Bennet is WA reporter for The Australian Financial Review based in Perth. He has worked as a journalist for more than a decade, including at The Australian where he was senior banking reporter and also covered economics, markets and deals. Connect with Michael on Twitter. Email Michael at michael.bennet@afr.com
