The impact of the crisis on macroeconomic themes will most certainly be felt across all industries to varying degrees. Inflationary pressures associated with supply chain issues such as costs of materials, labour and logistics are mounting, with companies considering a number of solutions to maintain revenue and profitability. For instance, oil and gas producers and food manufacturers will be the most impacted by inflation, largely due to Russia and Ukraine having dominant positions as major exporters of key raw materials across these industries.
We explore seven industries that we forecast to be impacted by the conflict. The below table summarises the implications of each of the market forces analysed to businesses over the short to long term. These are assessed in greater detail in the PDF version of the report for the different industry groups expected to be most impacted by the crisis. You can download insights for each, below the table.