EPISODE · Nov 19, 2025 · 7 MIN
Market Threads: Ports, Refineries, and the New Logic of Commodity Risk
from The Commodities Institute Podcast · host The Commodities Institute
A clear, listener-first breakdown of how recent disruptions — from an attack on Russia’s Novorossiysk terminal to surging refining margins and shifting soy and wheat flows — are reshaping oil, agricultural, and metals markets. Practical implications for traders, processors, and policy watchers, delivered in plain language.
What this episode covers
A clear, listener-first breakdown of how recent disruptions — from an attack on Russia’s Novorossiysk terminal to surging refining margins and shifting soy and wheat flows — are reshaping oil, agricultural, and metals markets. Practical implications for traders, processors, and policy watchers, delivered in plain language.
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Market Threads: Ports, Refineries, and the New Logic of Commodity Risk
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