Roukaya Ibrahim
Chief Strategist for Commodity & Energy Strategy at BCA Research, providing analysis on oil markets, inventories, and regional impacts of disruptions to the Strait of Hormuz.
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May 11, 2026 • 17min
Bloomberg Surveillance TV: May 11th, 2026
Roukaya Ibrahim, BCA Research strategist on commodities and energy, breaks down oil inventories, Strait of Hormuz risks, and regional bypass options. Aaron Kennon, CEO of Clear Harbor Asset Management, unpacks semiconductor-driven market concentration, valuation vs earnings, and how hyperscaler capex could reshape returns. Short, punchy takes on geopolitics, markets, and supply-chain spillovers.
