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Helima Croft

Managing Director & Global Head of Commodity Strategy, RBC Capital Markets, Royal Bank of Canada

Search every verified Helima Croft interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Helima Croft, managing director and global head of commodity strategy at RBC Capital Markets, recently discussed oil market conditions on CNBC’s "Power Lunch" on October 12, 2026, following attacks on Riyadh’s international airport. She said the market faced a "transportation crisis," citing shortages of ships and high charter costs that added significantly to the cost of moving crude, with one reported charter from Houston to Asia costing $76 million to $77 million. She also expressed condolences over the attacks and noted uncertainty over whether participants perceived the escalation as directly involving Iran or as part of an ongoing eight-month conflict, while mentioning reports of a potential U.S.-brokered deal to halt energy infrastructure attacks. On September 25, 2026, Croft appeared on CNBC’s "The Exchange" to discuss U.S.-Iran negotiations, stating that "nothing has seemingly shifted in the negotiating position" of Iran. She said Iran continued to demand full implementation of a memorandum of understanding, including access to frozen accounts and sanctions relief, as a condition for reopening the Strait of Hormuz. Croft also commented that those in negotiations were not necessarily the individuals with military and financial power, and noted that Gulf representatives she met with were angered that the U.S. included the Strait of Hormuz in the MOU, which she said gave Iran implied authority.

Recent appearances

  • RBC’s Helima Croft on oil prices: We're in a transportation crisis

    October 12, 2026 · 📺 CNBC Television

    RBC Capital Markets’ Helima Croft joins 'Power Lunch' to discuss oil prices rising after attacks on Saudi capital's airport. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the late…

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  • Nothing has shifted in Iran's negotiating position, says RBC's Helima Croft

    September 25, 2026 · 📺 CNBC Television

    Helima Croft, head of global commodity strategy at RBC Capital Markets, joins 'The Exchange' to discuss oil prices, the state of negotiations between U.S. and Iran and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news world…

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  • RBC’s Helima Croft: Iran has significant disruptive capabilities; unclear how sanctions will help

    August 21, 2026 · 📺 CNBC Television

    Helima Croft, RBC Capital Markets Global Commodity Strategy head, joins 'Squawk on the Street' to discuss crude prices, sanctions on Iran, Treasury Secretary Bessent's Thursday remarks on the Strait of Hormuz, and more.

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  • RBC’s Helima Croft: Ongoing attacks on Russian refineries are going to cause deeper problems

    August 10, 2026 · 📺 CNBC Television

    Helima Croft, RBC Capital Markets, global head of commodity strategy, joins 'Power Lunch' to discuss the fate of a Strait of Hormuz deal and Ukrainian attacks on Russian oil refineries. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in busines…

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  • RBC Capital Markets Managing Director Helima Croft on the White House's fight over oil profits

    August 05, 2026 · 📺 Quest Means Business

    "I do think it's going to be an interesting dance over the next couple weeks between the White House and these key oil executives." ‪@RBCCapitalMarketsYouTube‬ Managing Director Helima Croft on the White House's fight over oil profits.

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  • Scenes from FT Commodities Global Summit 26 | Helima Croft, RBC Capital Markets

    May 02, 2026 · 📺 SmarterMarkets™

    SmarterMarkets™ Presents | Scenes from the FT Commodities Global Summit 2026 Helima Croft, Managing Director and the Head of Global Commodity Strategy and MENA Research at RBC Capital Markets For more exclusive interviews and content: https://smartermarkets.media/

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  • Helima Croft: Energy market pricing end of U.S.-Iran conflict despite damaged infrastructure

    April 14, 2026 · 📺 CNBC Television

    Helima Croft, RBC Capital Markets, joins 'Power Lunch' to discuss the global expectation for how the conflict around the Strait of Hormuz plays out. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC…

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  • The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap

    March 13, 2026 · 📺 Steve Eisman

    Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks will play out, and ponder what "winning" would actually look like. 00:00 - Intro 01:50 - Market Uncertainty During Times of War 02:57 - Oracle 04:20 - Introducing Helima Croft 05:22 - Iran's Response 10:26 - How Long Til Europe Starts to Have a Problem 13:18…

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  • Helima Croft, global head of commodities for RBC Capital Markets, on rising oil and gas prices.

    March 04, 2026 · 📺 Quest Means Business

    “We are actually seeing physical disruptions of flows. The question is, 'What's the duration going to look like?' I actually think that, given the risk involved in this war, the price reaction has been pretty muted.” Helima Croft, global head of commodities for RBC Capital Markets, on rising oil and gas prices.

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  • What War Means for Energy Prices | Helima Croft

    January 28, 2026 · 📺 The Master Investor Podcast with Wilfred Frost

    Helima Croft, one of Wall Street’s most influential energy strategists and Head of Global Commodity Strategy at RBC Capital Markets, unpacks the new geopolitics of energy in a world reshaped by wars in Ukraine and the Middle East, OPEC+ policy shifts, and the increasing but volatile drive toward decarbonisation. Helima, who began her career as a CIA analyst, explains how energy is once again a tool of statecraft. She discusses why the US and its adversaries are rethinking energy security, comparing the US approach of relying heavily on oil and gas to that of China, who are embracing all ener…

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  • New Iran sanctions an 'off-ramp' for Pres. Trump, says RBC's Helima Croft

    January 15, 2026 · 📺 CNBC Television

    Helima Croft, head of commodity strategy at RBC Capital Markets, joins 'Squawk on the Street' to discuss geopolitics, commodities, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Onl…

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  • RBC's Helima Croft on why oil saw its worst year since 2020

    December 31, 2025 · 📺 CNBC Television

    Helima Croft, RBC Capital Markets, joins 'Fast Money' to talk what drug the oil market down this year and what to expect from oil prices in 2026. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC New…

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Notable quotes

“Throughout this crisis, people say, well, he can taco. And they compare it to tariffs. And I say like, well, it takes two to taco in this case. There are actually multiple stakeholders beyond two, but clearly you need the Iranians on board. But we act like it's single decision-maker dynamics. That President Trump can call time, and that is going to be what it takes to bring this to a conclusion. But the problem is, A”

“The scale of the disruption is so large. I actually got to interview Fatih Birol last week cuz it was the IMF World Bank meetings. And that was a kind of moment in Washington where there wasn't a lot of optimism. There was a lot of realism because people were having to think about what is this crisis mean for emerging markets? What does it mean for emerging market Asia? And how do we put the genie back in the bottle?”

“I would say if we go past two weeks, we're in trouble. Like, I mean, honestly... Two more weeks. I give it like that's what I say to my friends in Washington. And I was like, you better wind this thing down in 2 weeks and hope the Iranians are like, okay, let's back down because then things just start breaking again. Like storage just hits tank tops. And a lot of the sort of comfort in the oil market is because Saudi”

“What I think is really important to understand why this is not just a concern but a real crisis in the energy markets is we've shut in across the Middle East about 6.7 million barrels a day. That's basically they're having... Well, I mean, think about it in terms of we consume around 103 million barrels a day. So, you could say is 6.7 shut in really a big deal. But that's on top of just what's not flowing through the”

“So again, I think it's what path we go down. If we go down a deescalatory path, we will revert back to basically looking at the fundamentals and say well supplied. If we are entering a period of escalation, disruption, that's when you think about prices higher from here.”

“I think that has been the interesting challenge for these executives is that there's no signal that he's willing to provide price support. And I think what also was interesting is I attended the National Petroleum Council. I'm a member of that organization and it's an advisory group to the Secretary of Energy and was so interesting. We had our meeting in December and Secretary Wright gave this really interesting spee”

Other executives at Royal Bank of Canada

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