# The Black Sea Isn’t Quiet Anymore

Page: https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035/the-black-sea-isn-t-quiet-anymore
Text version: https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035/the-black-sea-isn-t-quiet-anymore.md
Podcast: [The Jacob Shapiro Podcast](https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035)
Published: 2026-01-19T12:30:00+00:00
Episode link: https://jacobshapiro.com/podcasts/the-black-sea-isnt-quiet-anymore
Audio file: https://episodes.captivate.fm/episode/3ab4d7df-3ec9-4b0c-9bcc-d3951c473893.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-jacob-shapiro-podcast-5326035/episodes/the-black-sea-isn-t-quiet-anymore
Duration seconds: 3058

## Resource

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 Andre Coff (03:27) - Black Sea's Importance in Global Trade (04:32) - Market Reactions and Historical Context (06:09) - Recent Developments and Speculations (13:52) - Prospects for a Deal and Future Outlook (17:07) - Impact on U.S. Agriculture and Market Sentiments (23:00) - Turkey's Role in the Black Sea Region (24:29) - Turkey's Role in the Black Sea (26:22) - Turkey's Wheat Imports and Black Sea Stability (28:22) - Sunflower Market Insights (30:06) - Iran's Political and Economic Challenges (33:07) - US and Israeli Involvement in Iran (38:55) - China's Agricultural Trade with the US (43:13) - Global Grains Trade and Self-Sufficiency (50:02) - Conclusion and Future Outlook -- Referenced in the Show: Andrey Sizov's Reports: https://sizov.report/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, a…

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