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

SmarterMarkets™

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Geopolitical Dynamics in Energy Policy

This chapter explores the intricate geopolitical landscape shaped by the U.S. energy policies following the Russian invasion of Ukraine. It delves into the delicate balance the Biden administration seeks to maintain between sanctioning Russia and protecting American consumers from rising oil prices. The conversation also addresses the implications of these policies on global energy dynamics, particularly concerning U.S. LNG exports and India's energy imports.

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