Market Threads: Ports, Refineries, and the New Logic of Commodity Risk episode artwork

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.

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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This episode is 7 minutes long.

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This episode was published on November 19, 2025.

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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...

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