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The Black Sea Isn’t Quiet Anymore
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On this episode
About this episode
Andrey Sizov, a Black Sea agricultural markets, joins the pod to talk about about why the Russia-Ukraine war has disrupted global grain trade far less than expected - and why that may be changing. Jacob and Sizov examine recent attacks on shipping, the fragile balance keeping Black Sea exports moving, and how escalation could ripple through wheat, corn, energy markets, and global food security. Of course, they also tie in Iran, China’s commodity buying, and what geopolitical risk really means for global agriculture. -- Timestamps: (00:00) - Intro (00:24) - Black Sea Geopolitics and Agricultural Markets (01:09) - Technical Issues and Podcast Logistics (01:45) - Start of the Interview with…