Geopolitical Impact on Commodity Markets
Crude Oil & Natural Gas
Middle East ya Russia-Ukraine jaise conflicts se oil & gas ki supply disrupt hoti hai. Prices high ho jaate hain due to uncertainty aur demand-supply mismatch.
Gold (Safe Haven)
War ya financial uncertainty ke time gold ka demand badhta hai. Log equities se nikal ke gold lete hain kyunki yeh ek safe investment mana jata hai.
Agricultural Commodities
Ukraine aur Russia dono major wheat exporters hain. War ke kaaran food inflation aur global shortage ho jaata hai.
Industrial Metals
Sanctions ya instability se mining ruk jaati hai, jiska asar metals jaise Copper, Aluminum par padta hai. Construction cost bhi badh jaati hai.
Logistics & Trade Routes
Suez Canal ya Red Sea mein conflict ho to global supply chain slow ho jaata hai. Shipping cost aur insurance premium dono badhte hain.
Impact Summary Table
| Commodity | Geopolitical Trigger | Typical Impact |
|---|---|---|
| Crude Oil | War, sanctions, OPEC decisions | Price surge |
| Natural Gas | Pipeline disruption, war | Europe mein shortages |
| Gold | War, recession fears | Price increase (safe haven) |
| Wheat/Rice | War in Ukraine, export bans | Food inflation |
| Metals | Sanctions on mining/exporting | Volatility in industrial costs |