Coffeehouse
Episode 9
Summer Playlist 2025

Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets

“I think the biggest debate right now in the market is what happens in Q4 with oil.”
Helima Croft

Brought to you in part by Abaxx Exchange

We continue our Summer Playlist this week by welcoming Helima Croft back into the SmarterMarkets™ studio. Helima is Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the state of the ongoing conflicts in Ukraine and the Middle East, how and why the Trump administration may be turning to tariffs and trade deals to reduce Russian energy exports, and the consequences for energy markets and prices going forward. This interview was recorded on August 6, 2025.

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David Greely

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