Conflict, Commodities and the Price of Disruption

In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes. Zachary Griffiths is joined by Chiedza Madzima at BMI to discuss the scale of shipping constraints, why oil prices have remained resilient despite logistical strain, and when physical shortages could begin to impact markets. They examine investor expectations, policy responses, and longer term implications for maritime choke points and supply chain design, offering practical insights on how operational risks translate into market impact. The episode delivers a clear, forward-looking perspective to help investors navigate evolving geopolitical and supply chain risks.