Helima Croft

Helima Croft, global head of commodity strategy at RBC and former CIA analyst on energy and Middle East affairs, breaks down Iran's responses and the impact on oil markets. She discusses Strait of Hormuz disruptions, spare capacity limits, and a critical two-week tipping point. Short-term supply fixes and the risks of mission creep and broader regional fallout are central topics.

Helima Croft, Head of Global Commodity Strategy at RBC and former CIA economic analyst, breaks down the Iran-driven energy shock. She explains the Strait of Hormuz logjam, why markets misread the risk, and why U.S. supply cannot quickly plug the gap. Short-term LNG outages, global winners and losers, and the hard policy choices on reopening vital routes are also explored.

Helima Croft, a former CIA analyst and head of commodity strategy at RBC Capital Markets; Joe McMonigle, founder of the Global Center for Energy Analysis; and Karen Young, expert on the Gulf's political economy, discuss Trump's recent Gulf visit. They delve into the transactional nature of his diplomacy, focusing on significant AI investments and how they may reshape U.S. relations with Middle Eastern countries. The trio also tackles potential oil price impacts, the complexities of OPEC dynamics, and the shifting landscape towards economic diversification in the region.

Helima Croft, RBC Capital Markets strategist and former CIA economic analyst, breaks down the Strait of Hormuz crisis. She explains why this oil shutdown outstrips 1970s shocks. She outlines technical shut-in mechanics, the limits of stockpiles, alternative routes at risk, and how Russia and regional actors could reshape global flows.

Helima Croft, former CIA analyst and Head of Global Commodity Strategy at RBC, brings sharp geopolitical and energy-market expertise. She discusses how energy is being used as statecraft, China’s strategic stockpiling and diversification, Venezuela’s steep production challenges, and how Iran, OPEC+ moves, and US policy could shift oil prices and security risks.

Peter Zaman, an expert in carbon frontiers, discusses the implications of international carbon markets and the Paris Agreement. Nobuo Tanaka sheds light on the evolution of global energy policies, balancing security and sustainability. Helima Croft analyzes the geopolitical dynamics affecting energy markets and potential sanctions. Rene Velasquez contrasts the turbulent voluntary carbon market with its compliance counterparts. Mark Lewis explains the shifting landscape of the EU ETS, while Hannah Hauman focuses on Article 6 and the emerging challenges of carbon credit management.

Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, brings sharp geopolitics and energy-market expertise. She walks through recent strikes, Iran’s drone and militia capabilities, Gulf interceptor shortages, and the ripple effects on LNG, oil supply and strategic reserves. She highlights key inflection points to watch as tensions shape prices and regional risk.

Helima Croft, an expert on oil prices, joins the hosts to discuss the latest decline in oil prices, geopolitical impacts on the energy market, the Trump Administration's impact on OPEC, and what the price of oil is telling her about the market. The chapter also covers topics such as housing, the IPO market, Tesla running out of buyers, and Danny's NFL picks. Later in the podcast, the hosts are joined by Art delaCruz of Team Rubicon to discuss his background serving in the military and the important mission behind Team Rubicon.

Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets, discusses the geopolitics and current state of play in the global commodities markets. Topics include the consequences of the Russia war, the impact of the Russia-Ukraine conflict on commodity markets, China's oil imports, geopolitical concerns with Iran, and influences on the commodity markets such as OPEC and investment strategies. The podcast ends with a casual conversation about summer reading lists.

Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets, returns to discuss the intricate dynamics of energy markets amid global conflicts. She delves into the ongoing issues in Ukraine and the Middle East, how U.S. tariffs may impact Russian energy exports, and the delicate balance of U.S. energy policy. Helima also highlights Iran's military challenges and the evolving landscape of global energy, advocating for awareness through her summer reading list.