Ukraine & Russia: Crisis update

Weekly update and analysis of export risk: Ukraine, Russia, US, China , Greece, Colombia, Romania, South Africa, Indonesia

Download the PDF

ukraine-russia-us-china-greece-weekly-export-risk-outlook-apr13.pdf

Authors

Low earth, high stakes: The LEO satellite race between AI demand and geopolitical fragmentation

SpaceX’s record-breaking IPO puts a public price on a conviction private investors already hold: space is a durable investment vertical, not a passing cycle.

More information

Business travel, meeting and people on couch in airport, terminal lounge and lobby with professional employees. Entrepreneurs, luggage and collaboration for b2b trip, work convention and diversity

Allianz Trade pay x Mastercard

Through enhanced Allianz Trade pay solution, Allianz Trade will now extend trade credit insurance to issuers operating across the travel industry.

More information

Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid

Data-center investment reached USD580bn in 2025, putting AI on track to become one of the world‘s fastest-growing sources of electricity demand.

More information

Pension Reform Survey 2026: Everyone knows reform is needed, few expect it to happen

Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered.

More information

The semiconductor premium: EM equity and the concentration risk within

Semiconductors are the backbone of the 2026 AI rally.

More information

solar power panels and wind turbines on beach

Specialty Credit helps support the low-carbon technologies

Allianz Trade’s Gonzague Coiffet discusses emerging opportunities in low-carbon technologies, and why risk management remains essential.

More information

Ten Years After Brexit: Resilience Without Revival

Brexit 10 years on: Neither collapse, nor renaissance.

More information

A-business-woman-introducing-information-with-her-ipad-to-a-client

Drive B2B E-commerce Growth with Seamless Onboarding

Discover how Allianz Trade pay transforms B2B e-commerce with automated buyer onboarding, fraud protection and scalable growth solutions.

More information

Public vs. private equity: The widest equity return gap in two decades

Public equities have repriced the future while private equity is still monetizing the past.

More information

Southern Europe won the last decade. The next one is less obvious

Southern Europe has delivered an impressive turnaround this past decade, broader and more durable than many expected.

More information

US-Iran Deal: Markets Price Peace, Economies Still Pay for War

Markets have celebrated the end of the Strait of Hormuz conflict

More information

Solar panels absorbing sunlight renewable energy farm nature outdoor sunrise sustainability

Companies on sustainability in 2026: ambition remains, but action slows

Piril Kadibesegil Yasar, Global Head of Sustainability, explains the Global Survey’s insight into priorities, supply chains and the next phase of corporate sustainability.

More information

From kickoff to cash flow – Economic spillovers from the Football World Championship 2026

The Football World Cup 2026 will be the largest tournament in football history and a structural departure from previous editions.

More information

Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework

The Iran war marked the first major oil shock that did not trigger a broad emerging markets sell-off.

More information

Weed out the laggards: Sustainability as a credit filter

Financial fundamentals remain the primary drivers of credit risk.

More information