The Deep Dive asked me about the big trends in commodities today, including inflation, of course. But we started with the situation in Ukraine, which is not just a problem for people in that country. Remember that gold shot up over 16% in the weeks leading up to Russia taking Crimea. We also covered "the siege of Ottawa," ESG factors for resource investors, and the nickel market as well as gold and silver. Hot off the presses...

Timestamps:

00:00 Intro
00:58 Russia-Ukraine conflict
02:43 Ottawa state of emergency
04:59 ESG and mineral supply
07:11 Russia-China gas deal
08:41 Inflation
11:25 Nickel
13:41 Gold