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Les effets de la guerre en Ukraine sur les marchés mondiaux de matières premières

Author

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  • Sébastien Jean
  • Yves Jégourel

Abstract

The war in Ukraine constitutes a major supply shock on the world commodities markets, which have already been under severe pressure since the beginning of 2021. The price dynamics induced are mainly explained by the combined share of the belligerents in world exports, but their transmission also depends on characteristics specific to each market, such as the level of stocks, the degree of market segmentation, or export restrictions, as well as the contagion effects of gas prices on those of other commodities, and the intensity of speculative strategies, both bullish and bearish. In the longer term, the question of the impact of this major event on the structural changes already underway in world commodity markets must be asked, particularly with links the energy transition. Classification JEL : F51, G10, H77, Q31.

Suggested Citation

  • Sébastien Jean & Yves Jégourel, 2022. "Les effets de la guerre en Ukraine sur les marchés mondiaux de matières premières," Revue d'économie financière, Association d'économie financière, vol. 0(3), pages 243-255.
    • Handle: RePEc:cai:refaef:ecofi_147_0243
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    Cited by:

    1. Yves Jégourel, 2023. "Des promesses de la transition énergétique à la morosité macroéconomique : le cuivre à la croisée des chemins," Policy notes & Policy briefs 1997, Policy Center for the New South.

    More about this item

    JEL classification:

    • F51 - International Economics - - International Relations, National Security, and International Political Economy - - - International Conflicts; Negotiations; Sanctions
    • G10 - Financial Economics - - General Financial Markets - - - General (includes Measurement and Data)
    • H77 - Public Economics - - State and Local Government; Intergovernmental Relations - - - Intergovernmental Relations; Federalism
    • Q31 - Agricultural and Natural Resource Economics; Environmental and Ecological Economics - - Nonrenewable Resources and Conservation - - - Demand and Supply; Prices

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