Energy/Commodity Price Shock

Three Theories for Why Gas Prices Are So High
https://www.theatlantic.com/science/archive/2022/02/why-gas-got-so-expensive/622887/
 
Inflation-Obsessed Investors Can’t Get Enough of Commodities
https://www.bloomberg.com/news/articles/2022-02-23/inflation-obsessed-investors-can-t-get-enough-of-commodities
 
The Coming Energy Shock
https://www.theatlantic.com/ideas/archive/2022/02/energy-crisis-russia-gas/622884/ 

The West’s Delusion of Energy Independence
https://www.nytimes.com/2022/02/22/opinion/russia-ukraine-energy-conflict.html 

Related:

https://www.telegraph.co.uk/business/2022/02/22/vladimir-putin-controls-supply-chain-western-technology-bluffing/