

Summer Playlist 2023 Episode 5 | Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets
Aug 19, 2023
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Discussion on Global Events and the Guest's Background in Economic History and the CIA
01:39 • 3min
The Impact of Russia-Ukraine Conflict on Commodity Markets
04:25 • 13min
China's Economic Situation and Oil Imports, Geopolitical Concerns with Iran
16:57 • 3min
Understanding the Influences on the Commodity Markets
20:10 • 12min
Casual Conversation about Summer Reading List
31:57 • 3min