Defining Demand Distruction

We do see significant price impact across all commodities. However, there is also a human element to all of the price. We tend to forget as market market partitioners that we focus on price ind return. Many countries depend on aluminum as the input to help keep the factories going and help keep the workers employed. Wheat is even bigger issue. It directly links to food security. Both ukrane and russia are large exporters of wheat in particular to areas like northern africaan, central asia, middle east. For these countries, they are going to experience very sharp price inflation. Should the conflict escalate from here and interrupt the production process for wheat, we might see even wors such