The Russian offensive in Ukraine is likely to result in much human tragedy. The fallout from the conflict is also expected to spread into global supply chains and impact economies in Eastern Europe and beyond. The first-order effects may come from the mounting economic sanctions imposed by the U.S. and other countries on Russia, and widespread disruptions in Ukraine. From a U.S. economic perspective, imports from Ukraine rose by 28.7% year over year in Q4. Disruptions are likely to be felt across all industries, but the majority of U.S. imports from the country are in the metals categ...