Monday, March 7, 2022

Tuesday's News Links

[AP] People flee embattled Ukraine city, supplies head to another

[Yahoo/Bloomberg] Biden Set to Ban U.S. Import of Russian Oil as Soon as Today

[Reuters] Russia warns on oil import ban as little progress is made at Ukraine talks

[Reuters] Russia calls for return to 'peaceful co-existence' with U.S. like during Cold War -Interfax

[CBS] U.S. working with Poland on deal to send fighter jets to Ukraine

[Reuters] UK says it will back Poland if decides to send jets to Ukraine

[AP] Explainer: What would happen if the US banned Russian oil?

[Yahoo/Bloomberg] Ukraine Update: Russia’s Gas Threat; Cease-Fire Talks Struggle

[CNBC] Crude oil jumps on report U.S. to ban Russian oil imports

[Yahoo/Bloomberg] Stocks Mixed as U.S. Nears Russia Oil-Import Ban: Markets Wrap

[Yahoo/Bloomberg] Russian Threat to Cut Gas Sends European Market Into Frenzy

[Yahoo/Bloomberg] Wheat Reaches Record, Surpassing Peak From Global Food Crisis

[Reuters] LME suspends nickel trading, cancels trades, after prices double to over $100,000

[Yahoo/Bloomberg] Historic Commodity Rally Sends Trading Houses Hunting for Credit

[Yahoo/Bloomberg] Hedge Funds Rush for Exit as ‘Volatility of Everything’ Surges

[Reuters] U.S., Canada motorists weigh cuts to spending as gas prices surge to record

[Yahoo/Bloomberg] China Construction Bank Gets Reprieve on Metal Margin Calls

[Yahoo/Bloomberg] China Asks Banks to Report Derivatives Risk as Markets Reel

[Yahoo/Bloomberg] China Sees Record Bond-Market Retreat by Foreign Investors

[Yahoo/Bloomberg] EU to Consider Massive Joint Bond Sales to Fund Energy, Defense

[Reuters] Carmakers face soaring metal costs with Russian supplies at risk

[Reuters] Remorseful Shell abandons Russian oil

[Reuters] Russia says it understands North Korea's move to renew missile launches -RIA

[Reuters] 'Tough 24 hours ahead' as rains drench Sydney, forcing snap evacuations

[Reuters] Hong Kong reports over 43,000 new COVID cases after new reporting system launched

[Reuters] COVID-19 can cause brain shrinkage, memory loss - study

[Bloomberg] China Considers Buying Stakes in Russian Energy, Commodity Firms

[Bloomberg] Chinese Tycoon Behind Big Nickel Short Faces Billions in Losses

[Bloomberg] Zoltan Pozsar on the Great Commodities Collateral Crunch in Funding Markets

[NYT] As Russia’s Military Stumbles, Its Adversaries Take Note

[WSJ] Banks in Europe Take Brunt of Market Selloff

[WSJ] Ukraine Conflict Triggers China’s Food Insecurities

[FT] Wheat and nickel prices hit records as assault on Ukraine cities intensifies

[FT] ‘Brutal’ selling in speculative tech stocks knocks Tiger Cub hedge funds

[FT] Russia’s banks turn from global ambitions to survival

Monday Evening Links

[AP] Crisis deepens, Ukraine accuses Moscow of ‘medieval’ tactics

[Reuters] Russia warns West of $300 per barrel oil, cuts to EU gas supply

[Reuters] Russia warns West over oil import ban as Ukraine talks make little headway 

[Yahoo/Bloomberg] Russia Threatens to Cut Gas Flows to Europe Via the Nord Stream 1 Pipeline

[Yahoo/Bloomberg] Ukraine Update: Russian Official Threatens Europe Gas Pipeline

[Newsweek] Zelensky Rejects Putin's Demands for Ending War: 'It's an Ultimatum'

[Reuters] What would a U.S. ban on Russian oil mean for the world?

[Reuters] U.S. lawmakers pressure Biden to help with transfer of European aircraft to Ukraine

[Yahoo/Bloomberg] Stocks Plunge, Materials Surge in Latest Turmoil: Markets Wrap

[Yahoo/Bloomberg] Wheat Settles at All-Time High as War Paralyzes Ukraine Trade

[Yahoo/Bloomberg] U.S. Coal Prices Soar as War Drives Global Commodities Rally

[Reuters] No inflation relief in sight for U.S. as impact of Ukraine war intensifies

[The Hill] China warns US against Pacific NATO

[Reuters] For foreign fighters, Ukraine offers purpose, camaraderie and a cause

[Yahoo/Bloomberg] Drivers Facing Record Gas Prices Say They'd Pay More To Stop War

[Yahoo/Bloomberg] China Sees Record Bond-Market Retreat by Foreign Investors

[Yahoo/Bloomberg] Here’s What Could Happen If China Invaded Taiwan

[Yahoo Finance] Russia-Ukraine war could bring 'biblical event' as global wheat supply disrupted: Expert

[WSJ] How Oil Giants’ Bets on Russia, Years in the Making, Crumbled in Days

[WSJ] Global Economy Braces for Impact of Russia’s War on Ukraine

[FT] Russia escalates shelling of cities as land advance stalls

[FT] Debate intensifies over proposals for Russian oil ban

[FT] US warns banks to be on high alert for Russia sanctions evasion

Monday Afternoon Links

[Reuters] Sending weapons to Ukraine will lead to 'global collapse' - Ifx cites Russian foreign ministry

[Yahoo/Bloomberg] Russia Oil Becomes Pariah on Embargo Risk and Shell Backlash

[Reuters] Russia insists on linking sanctions to nuclear talks, Iran stands firm

[Yahoo/Bloomberg] Ukraine Update: Europe Grapples With Russia Energy Reliance

[Yahoo/Bloomberg] S&P 500 Notches Worst Day Since October 2020: Markets Wrap

[Yahoo/Bloomberg] Oil Ends at Decade High as Specter of Russia Ban Rattles Market

[Reuters] Analysis: Confusion, but not panic, reigns in global finance in Russia’s wake

[CNBC] Russia's war on Ukraine a 'defining moment' of the century, says John Kerry

[NYT] Car Industry Woes Show How Global Conflicts Will Reshape Trade