Fragmenting commodity markets: Geopolitics and the impact on food security and the clean energy transition

War in Europe and heightened geopolitical tensions between the world’s largest economies have put new strains on global economic integration, particularly in commodity markets. Ahead of the International Monetary Fund (IMF)-World Bank Annual Meetings in Marrakesh, the IMF will publish new research to help quantify some of the possible costs and implications of this more severe commodity markets fragmentation.

Which commodities and countries are most vulnerable to disruptions of trade flows? Which markets pose the greatest macroeconomic risks? How would further fragmentation of critical minerals markets affect the clean energy transition? And what would be the short- and long-run consequences of commodity market fragmentation for the global economy?

We invite you to join the GeoEconomics Center and the Global Energy Center on October 3 at 9:30 am for the unveiling of the IMF’s chapter from the forthcoming World Economic Outlook that analyzes the impact of geoeconomic fragmentation in commodity markets. This event will feature Martin Stuermer, co-author of the chapter and economist at the IMF’s Research Department, Dr. Ellen Wald, Atlantic Council Senior Fellow, and Reed Blakemore, Director of the Research and Programs at the Atlantic Council’s Global Energy Center. This event is moderated by Gerard DiPippo, Senior GeoEconomics Analyst at Bloomberg Economics.

Find the full chapter here.

Opening remarks

Josh Lipsky
Senior Director
Atlantic Council GeoEconomics Center

Moderator

Gerard DiPippo
Senior GeoEconomics Analyst
Bloomberg Economics

Panelists

Martin Stuermer
Economist, Research Department
International Monetary Fund

Dr. Ellen Wald
Nonresident Senior Fellow, Global Energy Center
Atlantic Council

Reed Blakemore
Director, Research and Programs, Global Energy Center
Atlantic Council

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