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Market Threads: Ports, Refineries, and the New Logic of Commodity Risk
Season 1
Episode 44
Published 11 months, 1 week ago
Description
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.