With most supply chain stocks hammered in the wake of the Russian attack on Ukraine overnight – hopefully “a storm in a teacup” as senior sources noted (that’s our base case) – it may well be time to go shopping in logistics.

Actions (bombing) so far have been countered by words – here is the White House’s… statement of intention – while several western officials are “planning to stay in close touch on potential further responses“.

On a best-effort basis, praying and ...

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