Episode Details

This is the financial autopsy of the Rusal sanctions event — how the application of OFAC’s 50% rule to a company producing 7% of world primary aluminum (and 17% outside China) created the largest commodity market shock since the financial crisis.

We dissect the full sequence: the visible ownership chain, the transmission mechanism through dollar payments, logistics and insurance, the market’s complete failure to model beneficial ownership as a supply chain risk, and the nine-month resolution process that became known as the “Deripaska Rule.”

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On April 6th, 2018, the US Treasury sanctioned one Russian oligarch — Oleg Deripaska.

What fell next was not just his companies. The entire global aluminum market collapsed. The London Metal Exchange price surged more than 20% in days. Physical premiums exploded. Supply chains in automotive, aerospace, and packaging faced immediate disruption.

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A landmark case showing how sanctions risk on a beneficial owner can transmit instantly through a global commodity supply chain.

KEYWORDSRusal sanctions 2018, Oleg Deripaska OFAC, aluminum market crash 2018, OFAC 50% rule, commodity supply chain sanctions risk, Rusal supply shock, beneficial ownership transmission