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

Author

Listed:
  • Sébastien Jean

    (LIRSA - Laboratoire interdisciplinaire de recherche en sciences de l'action - Cnam - Conservatoire National des Arts et Métiers [Cnam])

  • Yves Jégourel

    (Larefi - Laboratoire d'analyse et de recherche en économie et finance internationales - UB - Université de Bordeaux)

Abstract

La guerre en Ukraine constitue un choc d'offre majeur sur les marchés mondiaux de matières premières, déjà sujets à de fortes tensions depuis le début de 2021. Les dynamiques de prix induites s'expliquent principalement par la part combinée des bélligérants dans les exportations mondiales, mais leur transmission dépend aussi de caractéristiques propres à chaque marché, comme le niveau des stocks, le degré de segmentation des marchés ou les restrictions aux exportations, ainsi que des effets de contagion des prix gaziers sur ceux des autres produits de base, et de l'intensité des stratégies spéculatives, haussières puis baissières. C'est, à plus long terme, la question de l'impact de cet événement majeur sur les mutations structurelles déjà en cours des marchés mondiaux de matières premières qui doit être posée, en particulier au regard de la transition énergétique. 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," Post-Print hal-05071167, HAL.
    • Handle: RePEc:hal:journl:hal-05071167
    DOI: 10.3917/ecofi.147.0243
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    Cited by:

    1. Escalante, Luis & Mamboundou, Pierre, 2024. "Adapting fiscal strategies to energy and food price shocks in Portugal," Economic Analysis and Policy, Elsevier, vol. 82(C), pages 651-665.
    2. repec:ocp:ppaper:pb03-23 is not listed on IDEAS
    3. Pierre Nziengui Mamboundou & Luis Enrique Escalante Ochoa & Oluwasola Emmanuel Omoju, 2025. "Assessing global price shocks and mitigation policies on welfare and food security in Nigeria," Food Security: The Science, Sociology and Economics of Food Production and Access to Food, Springer;The International Society for Plant Pathology, vol. 17(1), pages 275-292, February.

    More about this item

    Keywords

    Matières premières; Prix;

    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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