Summer Playlist 2025 Episode 9 | Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets

In this episode of SmarterMarkets, Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, discusses ongoing conflicts in Ukraine and the Middle East, focusing on potential shifts in U.S. policy under President Trump regarding tariffs and trade deals aimed at reducing Russian energy exports. The conversation explores the implications for energy markets and prices, OPEC's stance, and the potential conflicts between trade deals and resolving the war in Ukraine. Croft also analyzes the muted response of energy prices to geopolitical events, the impact of tariffs on China, and the counterintelligence operations in Iran, providing insights into the strategies and motivations of key players and the possible future scenarios for global energy markets.