For the first time since Russia’s invasion of Ukraine, a peace deal is on the cards. President Trump and Vladimir Putin have had conversations which may bring about the cessation of hostilities although, markedly, it seems that President Zelensky nor European governments are party to the talks. This reflects the role which the USA plays in funding the defence of Ukraine, the cost of which Trump feels is no longer sustainable. He has leverage on both sides in the conflict.
Nobody is saying that there will be an immediate return to the pre-invasion status quo or that this is the likely outcome. However, peace in Ukraine will have significant economic and security implications for the region and consequently for trade, logistics and supply chains.
In this whitepaper, John Manners-Bell examines these implications, and addresses the impact on global supply chain and logistics networks.
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