Conflict, Commodities and the Price of Disruption
Know More. Risk Better. Podcast | Season 10, Episode 23
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听remained听resilient despite logistical strain, and when physical shortages could begin to听impact听尘补谤办别迟蝉.听听
They examine investor expectations, policy responses, and听longer term听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.听
Watch on YouTube:
Speakers:
Zachary Griffiths, CFA, Head of IG & Macro Strategy, 糖心视频:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.
Chiedza Madzima, Head of Operational Risk, BMI:
Chiedza leads the global operational risk team at BMI, specializing in assessing trade, logistics, and supply chain risks across more than 200 markets.
Timestamps:
Introduction to Operational Risk Management
Current State of Global Trade and Logistics
Impact of Geopolitical Conflicts on Shipping
Oil Market Resilience Amidst Disruption
Operational Challenges in the Oil Sector
Client Concerns and Industry Insights
Long-term Implications of Supply Chain Disruptions
Maritime Choke Points and Future Risks
Defense and Security Considerations
Conclusion and Future Outlook
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