Helima Croft
Managing Director and Global Head of Commodity Strategy, Global Research,
49 stories
28 quotes
It's very expensive and it's a huge U.S. military commitment,
- Croft saidCNBCcnbc.com/2026/09…
We have basically two wars involving two of the world’s largest energy producers,
- said Helima Croft, an energy analyst at RBC Capital MarketsThe New York Timesnytimes.com/2026/09…
It’s not the hidden hand of the market. It’s the military finding a way,
- said Helima Croft, who leads global commodities at RBC Capital MarketsCNNcnn.com/2026/09…
U.S. refineries are running at 98% utilization rates — there is just no spare capacity,
- Croft saidCNBCcnbc.com/2026/09…
This is not a near-term fix for the Iran-driven SPR depletion,
- said Helima Croft, head of global commodity strategy at RBC Capital MarketsCNNcnn.com/2026/09…
We are nowhere near normal, but they have had six months of success selling this market narrative,
- said Helima Croft, head of global commodity strategy at RBC Capital MarketsCNNcnn.com/2026/08…
Earlier
Oil rises as supply concerns persist despite Middle East crude exports recovering to prewar levels
Hindustan Timeshindustantimes.com/world/news…Oil prices are climbing on Thursday over reports that Chinese refiners banned fuel exports in October
International Business Timesibtimes.com/chinese/refiners…Iran receives US response to proposal to revive Gulf ceasefire
Arutz Shevaisraelnationalnews.com/news/43…There is reason to believe that once the U.S. midterm elections have passed, President Donald Trump will escalate against Iran
Foreign Policyforeignpolicy.com/2026/09…Oil prices slip further as Gulf exports recover
Hindustan Timeshindustantimes.com/world/news…As Iran and the United States work with mediators to end seven months of hostilities, the reality in the Strait of Hormuz is shifting in ways that could prove to be a game-changer in ongoing negotiations
Aljazeeraaljazeera.com/news/2026…Trump denies offering Iran sanctions relief; Qatar pushes for peace talks
CNBCcnbc.com/2026/09…Oil extended losses Wednesday as signs of a continued recovery in Persian Gulf crude exports eased some supply concerns, though risks to regional energy infrastructure and shipping persist
Hindustan Timeshindustantimes.com/world/news…Harry Enten Spots ‘Killer’ Trend Under Trump That Could Haunt GOP In Midterms
HuffPosthuffpost.com/entry/harry…Diesel — which powers delivery trucks, affecting the cost of groceries and other consumer goods — hit a new record high of $6.23 a gallon, up nearly 69 percent
The Independentindependent.co.uk/news/world…Oil supply squeeze drives up energy bills — Latest News
Hürriyet Daily Newshurriyetdailynews.com/oil/supp…The national average price for a gallon of regular gasoline, $4.31 on Monday, has also risen sharply since the start of the Iran war, by about 45 percent
The New York Timesnytimes.com/2026/09…As the oil surge continues, trader Mike Khouw sees more upside in this surging name
CNBCcnbc.com/2026/09…Diesel — which powers delivery trucks, affecting the cost of groceries and other consumer goods — hit a new record high of $6.23 a gallon, up nearly 69 percent
The Independentindependent.co.uk/news/world…Prediction market traders think gas prices will hit new highs for the year
CNBCcnbc.com/2026/09…Diesel — which powers delivery trucks, affecting the cost of groceries and other consumer goods — hit a new record high of $6.23 a gallon, up nearly 69 percent
The Independentindependent.co.uk/news/world…As Iran proxies activate in Yemen and Iraq, Trump’s Mideast morass deepens
The Washington Postwashingtonpost.com/world/2026…Saudi Arabia’s crown prince and de facto ruler, Mohammed bin Salman, has spent years trying to build a very different Middle East, with wide-ranging social and economic changes aimed at transforming the ultra-conservative kingdom into a global business hub in a more prosperous and integrated region
Politicopolitico.com/news/2026…Oil's roundtrip back to $100. Why China could determine what happens next
CNBCcnbc.com/2026/09…The Iran war has lasted far longer than many expected — and so has a functioning oil market
CNNcnn.com/2026/09…Iran war fuels inflation as gas prices spike, diesel hits all-time high
CNNcnn.com/2026/09…US diesel hits record $6 a gallon on Iran supply shock
Financial Timesft.com/content/ebfa69a3…US loosens Iran's grip on Strait of Hormuz but war is not over
The Korea Timeskoreatimes.co.kr/world/2026091…What began as a bid for swift victory has become a conflict with no clear endgame
Gulf Newsgulfnews.com/opinion/op…US defends Trump's Venezuela oil deal
Le Mondelemonde.fr/en/international…President Donald Trump’s unusual Venezuela oil deal is coming into fuller view, but his plan to use the proceeds to replenish America’s diminished emergency energy supplies remains a head-scratcher
CNNcnn.com/2026/09…Trump says U.S. has "total control" over Strait of Hormuz
CBS Newscbsnews.com/live/updates…Hormuz crisis keeps supply chains under pressure even as reopening hopes rise
Gulf Newsgulfnews.com/business/energy…Oil nears $90 as Hormuz hopes fade: Why the shock may last months
Gulf Newsgulfnews.com/business/energy…Iran’s rivals in the Gulf don’t like the deal now under consideration to crack open the vital waterway that formalizes Iranian oversight of inbound ships
Hindustan Timeshindustantimes.com/world/news…Six months into war: Cruz urges Trump to arm protesters to trigger Iran regime collapse
Arutz Shevaisraelnationalnews.com/news/43…Regional defence pacts and Houthi attacks deepen Gulf security and market jitters
Gulf Newsgulfnews.com/uae/uae…Hormuz holds key to peace in expanding war
Deccan Heralddeccanherald.com/opinion/hormu…The Strait of Hormuz is, by some accounts, named for a Zoroastrian deity destined to emerge victorious after a 9,000-year standoff with an adversary
The Korea Timeskoreatimes.co.kr/world/2026080…Oil price tumbles as Iran and US pause strikes over Strait of Hormuz
Financial Timesft.com/content/403625cc…Oil prices tumbled 8% Monday, on pace for crude’s biggest single-day decline since May 25
CNNcnn.com/2026/07…Trump weighs Iran escalation as Tehran shows signs of progress in talks; Saudi reports attack
Gulf Newsgulfnews.com/world/mena…Oil tankers are increasingly coming under fire on several fronts as economic warfare is deployed as a weapon in the escalating conflicts in the Middle East and Europe
CNBCcnbc.com/2026/07…UN urges evacuation of 6,000 sailors stranded in Hormuz strait
CNAchannelnewsasia.com/world/un…As oil prices hit $100 a barrel on Thursday, experts say they are watching to see which vessels Yemen’s Houthis allow to pass through in the Red Sea as that will indicate how the crude market trends
Aljazeeraaljazeera.com/economy/2026…Hormuz tanker crossings slip to lowest in more than two months, data shows
Hindustan Timeshindustantimes.com/world/news…This declaration was swiftly followed by attacks on two Saudi oil tankers in the Red Sea
China Dailychinadaily.com.cn/a/202607…Iran war: Yemen's Houthis deny they closed Bab al-Mandeb Strait
Deutsche Welledw.com/en/iran…Brett McGurk is a CNN global affairs analyst who served in senior national security positions under Presidents George W. Bush, Barack Obama, Donald Trump and Joe Biden
CNNcnn.com/2026/07…Oil prices surge above $100 a barrel for first time since May
France 24france24.com/en/oil…U.S. stock futures fell in early European trade as the global oil benchmark topped $98 a barrel after another night of escalating tensions in the Gulf
Hindustan Timeshindustantimes.com/world/news…This family-owned business received a six-figure US tariff refund — it’s a fraction of the $166B owed
The Independentindependent.co.uk/news/busines…The Trump administration put new levies into effect around midnight in Washington
The New York Timesnytimes.com/2026/07…Iran war: Threat by Yemen's Houthis could put trade chokepoint at risk
CTV Newsctvnews.ca/world/mideast…Rubio did not identify the flights, specify how many IRGC personnel were allegedly transported or provide evidence supporting the allegation
Fox Newsfoxnews.com/world/rubio…US tightens naval blockade on Iran: 8 commercial ships redirected, 1 vessel disabled
Gulf Newsgulfnews.com/world/mena…International Brent crude oil rose almost 5% to more than $95 per barrel for the first time in almost six weeks
NBC Newsnbcnews.com/business/business…Iran reasserts its authority over Strait of Hormuz
The Hillthehill.com/policy/internation…The United Nations’ International Maritime Organization (IMO) has suspended plans to evacuate more than 11,000 sailors stranded in the Strait of Hormuz after a cargo ship transiting the waterway was struck by a projectile
Aljazeeraaljazeera.com/news/2026…Hormuz disruption will continue until 80 mines blocking route are cleared
Guardiantheguardian.com/world/2026…Brent crude was rising slightly Friday after U.S. Vice President JD Vance suspended plans to meet with Iranian representatives, even as more oil tankers passed safely through the critical Strait of Hormuz — a split picture that underscores just how fragile the recently signed U.S.-Iran peace agreement remains
International Business Times AUibtimes.com.au/brent/crude…Ship operators urge clear rules to return Hormuz to normal
Reutersreuters.com/world/china…Iran seeks recognition of Hormuz ‘sovereignty’ in high‑stakes end‑of‑war talks
Gulf Newsgulfnews.com/world/mena…U.S. Military Is Quietly Guiding Ships Through the Strait of Hormuz
The New York Timesnytimes.com/2026/05…The specific terms of any agreement may evolve, and any diplomatic arrangement may still be delayed, contested or revised
Aljazeeraaljazeera.com/opinions/2026…Iran war: Oil shortages threaten global energy security
Deutsche Welledw.com/en/iran…President Trump is draining the Strategic Petroleum Reserve faster than Biden did, with emergency oil stockpiles approaching 1980s levels
CNNcnn.com/2026/05…European markets to open in mixed territory, Germany kicks off Uniper privatization
CNBCcnbc.com/2026/05…Crude pulls back from prior gains amid pause in US military action on Iran
Gulf Newsgulfnews.com/business/energy…Iran war saddles global companies with $25 billion bill — and counting
Reutersreuters.com/world/europe…Donald Trump’s Iran war hits Americans with $40bn fuel bill
Financial Timesft.com/content/32ff9d8d…Oil Rises on Doubts Over US, Iran Stance to End Conflict
Bloomberg Newsbloomberg.com/news/articles…Global fuel inventories tighten as tensions in the Middle East continue
Gulf Newsgulfnews.com/business/energy…Dollar drops as optimism grows for US-Iran deal; yen surge ignites intervention chatter
Reutersreuters.com/business/energy…Barclays lifts 2026 Brent forecast to $100 on prolonged Hormuz disruption
Reutersreuters.com/business/energy…Exxon Profit Surprises Analysts Despite Iran War’s Tumult
Bloomberg Newsbloomberg.com/news/articles…World Oil Prices Surge Above $110 as Strait of Hormuz Crisis Deepens Global Energy Fears
International Business Times AUibtimes.com.au/world/oil…US LNG firms benefit from global shortages, but domestic producers face low prices and output cuts
Reutersreuters.com/business/energy…United Arab Emirates will leave OPEC in a blow to the oil cartel
France 24france24.com/en/video…When the United Arab Emirates (UAE) announced its withdrawal from OPEC and the expanded coalition known as OPEC+, effective May 1, 2026, the immediate reflex was to reach for a technical explanation
Aljazeeraaljazeera.com/opinions/2026…Oil Prices Plunge Below $85 as Iran Reopens Strait of Hormuz in Major Market Relief
International Business Times AUibtimes.com.au/oil/prices…Global stock markets surged on Saturday, April 18, 2026, while oil prices dropped sharply after easing geopolitical tensions following a US-Iran ceasefire agreement
Free Press Journalfreepressjournal.in/business/c…Reopening Strait of Hormuz Would Ease Oil Crisis but Only So Much
The New York Timesnytimes.com/2026/04…AS the conflict entered Day 32 on March 31, 2026, what initially appeared to be a short-term disruption has evolved into a prolonged crisis reshaping global trade, energy flows and supply chain stability
The Manila Timesmanilatimes.net/2026/04…Hormuz domino effect: How the Middle East crisis affects food, flights and global supply chains
France 24france24.com/en/middle…In an extremely promising development for the war in the Middle East and the global economy, Iran agreed to reopen the Strait of Hormuz
CNNcnn.com/2026/04…Indonesia welcomes reopening of Strait of Hormuz to shipping
ANTARA Newsen.antaranews.com/news/412760…Singapore has defended international law, which provides for a stable world order
South China Morning Postscmp.com/week/asia…Another sign of market strength pops up as stocks recover Iran war losses
CNBCcnbc.com/2026/04…Investors and policymakers appear to be living in two parallel universes, and there is no sign of them converging anytime soon
Reutersreuters.com/markets/us…Positive thinking
Reutersreuters.com/markets/econ…The local sharemarket has also been on the rise in recent weeks, if not as enthusiastically as its counterpart across the Pacific
Guardiantheguardian.com/world/2026…Wall Street's 'escapism' — irrational, yet completely logical
Reutersreuters.com/markets/us…US Blockade Stops Iran-Linked Ships From Crossing Strait of Hormuz
The New York Timesnytimes.com/2026/04…U.S. President Donald Trump announced the blockade on Sunday after weekend peace talks in Islamabad between the U.S. and Iran failed to reach a deal
The Korea Timeskoreatimes.co.kr/world/2026041…US Blockade of Iranian Ports Takes Effect as Trump Warns of 'Brutal' Strikes Amid Failed Talks
International Business Times AUibtimes.com.au/us/blockade…As Tehran places its naval forces on maximum alert and Washington hardens its stance following failed talks in Islamabad, the risk of direct confrontation is rising
Hindustan Timeshindustantimes.com/videos/trum…Oil Prices Tumble Below $100 After US-Iran Ceasefire Eases Mideast Supply Fears
International Business Times AUibtimes.com.au/oil/prices…Brent rose above $97 a barrel after slumping 13% on Wednesday, while West Texas Intermediate was near $98
Hindustan Timeshindustantimes.com/world/news…Strait of Hormuz Remains Choked in Iran Conflict as Limited Transits Resume Under Iranian Control
International Business Times AUibtimes.com.au/strait/hormuz…Iran allows safe passage of six Bangladeshi fuel vessels through Strait of Hormuz
Deccan Heralddeccanherald.com/world/middle…