By coincidence, I am having the same problem and went on the forum earlier today to see if there is any help...
My context:
1) The problem probably started with city size ~78K. I'm not sure since I spent a few sessions working on a road traffic problem. Once I resolved it I noticed that my city had gone to hell.
2) By coincidence, I had a really bad industrial rail problem with trains backed up as many as 15 trains to the cargo transfer in my main industrial area. I reasoned that this was the problem. After a few fixes and refinements, I fixed the rail problem, but still, the "industry doesn't have any buyers, and commercial can't buy anything" continued.
3) After fixing my rail problem, nothing of any note. No traffic problems, no worker shortages, etc.
Some observations/analysis:
1) Probably 67+% of my industry was specialized with ore.
2) I seemed to have mined out all the ore where the industry district was, and the depletion of resources occurred while I was obsessed with my road traffic problem.
3) Virtually all of the commercial buildings that could not buy goods were
not importers, so an import/transport problem seemed totally unlikely (99%+ non importers). Supported by observation that the cargo system was not overwhelmed by volume of traffic.
4) I assume the 64K agent limit is not a problem.
Some further observations/analysis:
1) Ore is a red herring since it never had anything (or not much) to do with commercial demand for agra, wood, or generic "goods". BTW, I've noticed that oil is used as an input for clothing industries - think polyester...

The various steps I've taken to generalize industry (ie change industrial specialization from ore to no specialization) have not changed the proportion of ore import/export ratios. Regardless of the number of specialized ore industries I have, they take the same proportion of imports and exports, and
never complain about anything.
2) My city has grown to 90K during this problem. Meanwhile, I've probably lost 25% of commercial zoned areas, and 50% of industrial zoned areas. The RCI demand has been, basically, zero throughout. The time period of this is, roughly, 4-5 day/night sequences (whatever that is in game-weeks).
3 A large amount of my industrial shrink is from un-specializing. Presumably all of my commercial shrink is from the commercial building being without goods for too long.
4) Industrial zones are very slowly spawning non-specialized industries producing delicacies like "fish sticks", and essentials like "boxes" and "goods unlimited".
So...
1) the OP situation is different since he is not overly specialized in industry and and has a very larger population that I do. The number of agents may be an issue.
2) gamers that "just" add industry re-enforce the notion that there is a general lack of non-specialized stuff (which is not imported for some reason).\
3) I do not understand where education is an issue. Neither the OP or anyone else has mentioned a lack of workers.
Cheers,
State