Markets Watching Ukraine's Strikes on Russian Baltic Ports @StoneX

Uploaded August 2026 | Updated September 2026, 2 weeks ago

Strikes between Ukraine and Russia escalated last week and are resulting in widespread logistics problems due to the bombing of ports and the risks associated it. While the Black Sea had already been severely impacted, Ukraine has now shown that it can impact Russian trade through the Baltic too.

Arlan Suderman, Chief Commodities Economist for StoneX Group's FCM Division, chatted with Mike Castle, Senior Commodities Economist, to examine the key impacts across commodities markets.

View the full report in the related video.

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