Chris Rogers Profile picture
Mar 1 6 tweets 6 min read
What is the impact of the rapidly evolving #UkraineWar on #supplychains? We've published @Flexport reports on the topic. First #airfreight where the issues are routing, capacity and sanctions (1/6)
flexport.com/blog/routes-no…
The main issue for #airfreight is route changes. Airspace closures are forcing more jets through narrower routes, which has added c3% to Asia-Europe transit times. (2/6)
For #supplychains more broadly the main issue is pricing of commodities with oil, natural gas, wheat and selected metals all having gotten more expensive. That's come as supply chain #inflation had already been rising. (3/6)
flexport.com/research/commo…
The #NaturalGas industry isn't just about heating and remains entwined in the geopolitics of the #UkraineWar. Higher costs will be felt by most electricity users as well as petrochemicals and fertilizer producers. (4/6)
flexport.com/research/not-j…
Freight connectivity via #railway connections from China to Europe is also in question. At @Fleport we have stopped taking bookings for Trans-Siberian routes that converge at the Russia/Belarus/Ukraine borders. (5/6)
flexport.com/blog/flexport-…
The #sanctions aspects of the #ukrainewar are changing quickly too and already cover finance and tech exports. Look out for more @Flexport research on that topic in the next few days. (6/6)
flexport.com/research

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