Podcasts about helima croft

Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President's tariff strategy. Why CFRA's Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility. Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC's Helima Croft discussed the outlook for oil prices while one of the street's top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.  Squawk on the Street Disclaimer

2025 is set to be one of the most volatile geopolitical years in many of our lifetimes. The overwhelming uncertainty is causing “analysis paralysis” for decision-makers, slowing large-scale investment and hiring decisions, as companies try to get clarity on what matters and what doesn't. At RBC Capital Markets' Global Financial Institutions Conference, RBC Chief Economist Frances Donald spoke to Helima Croft, Head of Global Commodity Strategy and MENA Research, and Fred Kempe, President and CEO of the Atlantic Council, about the top risks and potential outcomes on global trade and tariffs, implications for energy markets, Russia-Ukraine negotiations, intervention in the Middle East, and more.

Market contrarian David Woo discusses whether the Department of Government Efficiency, led by Elon Musk and Vivek Ramaswamy, can meaningfully cut government spending without touching entitlements or defense.  Plus, RBC's Helima Croft contrasts what OPEC+ can do with oil production and prices against President-elect Trump's aim of boosting U.S. drilling.  And, the CEO of Uniphore, one of the world's top emerging AI technology companies, discusses the outlook for the fast-growing market.

Escalating tensions between Israel and Iran, the world's seventh-largest producer of crude oil, have fueled concern over oil price volatility for the past few weeks.  But the oil market isn't reacting to geopolitical tensions in the Middle East as dramatically as it has in the past. Despite an ongoing war in Gaza and Israel, Israel's attack on Hezbollah, and attacks by Houthis in the Red Sea, the price of oil hasn't changed much. China's slowing economy and the U.S.' increased domestic production of oil seem to be keeping prices down… at least for now.  Still, renewed fighting between Israel and Iran has oil markets feeling nervous. A regional war could drive up prices, impacting the global economy.  In an interview recorded yesterday, host Jason Bordoff talks with Helima Croft and Javier Blas about the current state of oil markets, and how global instability could impact their future.  Helima is a managing director and head of global commodity strategy and Middle East and North Africa research at RBC Capital Markets. Helima joined RBC Capital Markets from Barclays, where she was a managing director and head of North American commodities research.  Javier is an opinion columnist for Bloomberg covering energy and commodities. Javier is coauthor of  the 2021 book “The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources.”

We continue Markets in Transition this week with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the escalating situation in the Middle East as well as the U.S. presidential elections – and what each may mean for global energy markets.

Investors are preparing for the latest look at inflation with PCE out this morning. Former Fed Vice Chairman Roger Ferguson tees up the report. Plus, Former President Barack Obama is endorsing Vice President Kamala Harris in her bid for the White House. RBC's Helima Croft explains what a Harris presidency might mean for oil prices. And, shares of Universal Health Services are coming off a new 52-week high following strong second quarter earnings. CEO Marc Miller discusses.

Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Federal Reserve Chair Powell's comments on inflation, bank earnings, and the effects of Middle Eastern geopolitical tensions on the energy sector. The episode explores intricate dynamics involving Iran and Russia, potential changes in U.S. administration policies, and the ramifications for energy stocks and major tech and retail companies amid current economic conditions. Timecodes 00:00 - Welcome to On the Tape Podcast 01:30 - Market Volatility and Fed Chair Powell's Speech 02:18 - Analyzing the Upcoming Jobs Report 05:55 - Bank Earnings and Market Sentiment 10:40 - Tech Stocks and AI Developments 18:20 - Retail Giants: Walmart and Costco 23:03 - Apple's AI Ambitions and Market Position 29:25 - Tesla's Q2 Deliveries and Market Reaction 36:00 Helima Joins The Pod 42:25 - Oil Market Dynamics and Geopolitical Factors 50:32 - US Energy Policy and Global Implications 56:33 - Iran and Middle East Tensions 01:08:00 - Russia's Energy Strategy Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Nvidia and AMD are rolling out new AI chips, as industry competition heats up. Cleo Capital's Sarah Kunst explains. Plus, OPEC+ has agreed to extend production cuts into next year. Energy Intelligence's Amena Bakr and RBC's Helima Croft discuss. And, is the software sector slump finally coming to an end? Check Point CEO Gil Shwed weighs in.

Google might owe you $5,000. This week, the tech giant settled a $5b lawsuit over ‘incognito mode.' The Boeing 737 Max is once again suffering a quality issue. The company's best-selling jetliner must now be checked for a ‘possible loose bolt' before reaching customers. Global energy prices are ending a year of fluctuation, most recently because of shipping interruptions to the fleet originally routed through the Red Sea and Suez Canal. Energy expert Helima Croft explains the oil supply chain and its impact on the American consumer. Reporters at The Wall Street Journal investigated iPhone thefts for a year; what they found was a common scheme to nab both the device and the passcode from their victims, emptying literal pockets and digital wallets and racking up thousands of stolen dollars. WSJ senior personal tech columnist Joanna Stern explains her reporting and her interview with one of the convicted iPhone thieves, including his advice to protect your phone and your assets. Plus, on the last workday of 2023, we're sharing one of Squawk's favorite interviews of the year. Andrew Ross Sorkin and Becky Quick speak with NBA All Star and 4-time championship winner Andre Iguodala. After 19 years on the court, he's officially hanging up his basketball shoes and turning to his venture capital career full time. His advice for athletes looking to follow his lead: be obsessed.  Helima Croft - 3:51Joanna Stern - 15:42Andre Iguodala - 23:28 In this episode:Joanna Stern, @JoannaSternAndre Iguodala, @andreHelima Croft, @CroftHelimaLeslie Picker, @LesliePickerMichael Santoli, @michaelsantoliBrian Sullivan, @SullyCNBCAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY

Falling oil prices despite recent cuts imply a weak OPEC+. Yet the producer group may increasingly align with other emerging market states on areas like Russia and climate change. In this Exchange podcast commodities expert Helima Croft says that's an issue for Europe and the US. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny's NFL picks (28:30).  After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administration's impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00). In honor of Veterans Day, Guy and Dan chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00).   If you would like to donate to Team Rubicon, please follow this link. Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to contact@riskreversal.com with your mailing address. — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this week's installment of our Summer Playlist, we welcome Helima Croft back into the SmarterMarkets™ studio. Helima is Managing Director and Global Head of Commodity Strategy at RBC Capital Markets. SmarterMarkets™ host David Greely sits down with Helima to discuss the geopolitics and current state of play in the global commodities markets.

Oil has a big impact on just about everything, from the price of gas and the cost of your groceries, to the economy more broadly. Top oil analyst Helima Croft joins us for a look at the dynamics of today's oil market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan, Guy Adami and Danny Moses are hanging IRL as the kids say for this week's episode. The guys react to Wednesday's Federal Reserve meeting (1:00). Elon Musk is selling more of his Tesla stock, what does this mean for the world's most valuable automaker (18:40)? The crew also breakdown SEC reforms and what impact this will have on the retail trader (23:00). Danny gives out his favorite picks for the NFL this week (29:45). After the break, Helima Croft joins the show to discuss the impact of OPEC's recent oil production cut (34:40) and Russia's war in Ukraine (43:40). We wrap by asking Helima “What's The Trade” for 2023 (1:07:00). Check out our show notes and transcript here   ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

With rapid changes and major turn-arounds in geopolitics and energy, how do we co-exist? Don't miss out on this conversation between some of the major thinkers and analysts from ONS 2022. Dr. Amrita Sen is the Founder and Director of Research with Energy Aspects, Helima Croft is Managing Director and Global Head of Commodity Strategy with RBC Capital Markets, Xavier Chen is President of the Beijing Energy Club. The ONS Conference is supported by Formue, Equinor, DNO, Baker Hughes, Deloitte, Lyse and Hitecvision. Hosted on Acast. See acast.com/privacy for more information.

The U.S.-Saudi relationship is going through some of the worst tensions in decades. In the wake of the Saudi-driven OPEC Plus decision in October to cut production, Biden has warned of “consequences” for the relationship. At the same time, the White House has also granted Mohammed bin Salman legal immunity over the murder of Jamal Khashoggi, a sting to Biden's calls to uphold human rights. What consequences, if any, will arise now, or will it just be a slap on the wrist for a problematic but important partner? How will the OPEC Plus meeting in Vienna shape energy markets? And how will the EU's embargo of seaborne Russian oil shipments and G7 price caps affect energy prices and U.S.-Saudi relations?Aaron welcomes veteran OPEC watcher Helima Croft and Princeton University's Bernard Haykel as they discuss the future of U.S.-Saudi relations.Want to listen to Carnegie Connects live? Visit our website to sign up for invitations.

Pet ownership in the US and UK soared during the pandemic. With more than 1,500 locations across the US, Mexico and Puerto Rico, Petco continues to hunt the post-pandemic growth opportunities, most recently partnering with Nationwide Insurance and Marriott Hotels. Petco CEO Ron Coughlin joins Julia to discuss.  Also on today's show. Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets.To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Will we manage to work together when winter is fast approaching? Listen in on the conversation between Executive Director for the IEA, Dr. Fatih Birol, Ann Mettler, Vice President for Breakthrough Energy Europe moderated by Helima Croft, Managing Director and Global Head Commodity Strategy at RBC Capital Markets. The ONS conference is supported by Formue, Equinor, DNO, Baker Hughes, Deloitte, Lyse and Hitecvision. Hosted on Acast. See acast.com/privacy for more information.

As Russia continues its invasion of Ukraine, the Biden administration is contemplating ways to starve the Russian economy of revenues, the bulk of which come from Russian oil and energy exports. As part of that effort, the US Treasury Department has been lobbying European and Asian leaders to support a price cap on Russian oil. Details of how that would be structured and enforced have been scant, but the idea is that a price cap would allow Russian crude supplies to continue to flow to the global marketplace but at a low enough price that Russia would not reap any benefits. Senior editor Jasmin Melvin asked several oil market experts to weigh in on one question: Can the West enforce a global price cap on Russian oil, and will it result in lower prices? We heard from: • Helima Croft, head of commodities strategy at RBC Capital Markets (2:29) • Kevin Book, managing director at ClearView Energy Partners (3:40) • Giovanni Staunovo, commodity strategist at UBS (5:00) • Christof Rühl, senior research fellow at Columbia University's Center on Global Energy Policy (6:37) • Brenda Shaffer, senior energy adviser at the Foundation for Defense of Democracies (10:24) • Ben Cahill, senior fellow at the Center for Strategic and International Studies (12:43) • Paul Sheldon, chief geopolitical adviser for Platts Analytics (14:03) Stay tuned after the interview for a special message from Capitol Crude host Meghan Gordon, and for the Market Minute with Starr Spencer.

A major deal in American oil and gas was announced yesterday: ConocoPhillips is buying 30% of Sempra Energy's Port Arthur, Texas LNG plant. Former U.S. Secretary of Energy Dan Brouillette discusses his role as one of the key architects of this deal. Plus, Wall Street is expecting earnings from Citigroup and Wells Fargo today follow yesterday's worse-than-expected numbers from JPMorgan Chase and Morgan Stanley. Stephen Biggar of Argus Research breaks down what to expect. And, President Biden is currently meeting with Mohammad bin Salman in Saudi Arabia to talk oil and energy. Helima Croft of RBC Capital Markets explains the importance of this meeting.

Millions of Americans are frustrated as U.S. gas prices now exceed $5 per gallon at the pump—and are only projected to rise. One of the key drivers behind the global inflationary spike is, of course, Russia's invasion of Ukraine. Disruption in the flow of Russian oil and gas, combined with preexisting inflationary pressures, have roiled energy and financial markets and placed a renewed focus on energy security. How will this new energy equation impact government policies in Europe, Asia, the Middle East, and especially in the United States? Will this situation pressure U.S. and international leaders to find alternative energy solutions and finally deal substantively with climate change? And can the United States and its allies find ways to mitigate the impact of energy costs on consumers, or are rising prices at the pump here to stay for the foreseeable future? Aaron sits down with Helima Croft, managing director of global commodity strategy research at RBC Capital Markets, to talk about rising oil prices, the effectiveness of sanctions on Russian oil, and more.

In this week's episode, host Daniel Raimi talks with Helima Croft, a managing director and the Head of Global Commodity Strategy and Middle East and North Africa Research at RBC Capital Markets. Croft talks about how the oil market has responded to historical events in the past and how current events have been influencing the oil market today. Croft and Raimi's conversation ranges from Russia to Europe to China to Saudi Arabia to Texas and beyond. They discuss how the Organization of the Petroleum Exporting Countries (OPEC), Ukraine, and the US government have responded to recent high oil prices; the implications of sanctions on Russian oil and gas; and how the perception of Russian sanctions may vary across the international energy sector. References and recommendations: “The World for Sale: Money, Power, and the Traders Who Barter the Earth's Resources” by Javier Blas and Jack Farchy; https://global.oup.com/academic/product/the-world-for-sale-9780190078959 “Syriana” the movie; https://www.imdb.com/title/tt0365737/ “Crude Volatility: The History and the Future of Boom-Bust Oil Prices” by Robert McNally; http://cup.columbia.edu/book/crude-volatility/9780231178143

After days of being stalled, a Senior Defense official says Russian forces could be within 10 miles of the capitol of Ukraine. But U.S. intelligence believes the city can maintain control for several more weeks. It comes as Congress approves $13.6 billion dollars in aid to Ukraine Thursday night. Meantime, new reporting shows Goldman Sachs is profiting on the war while saying it is “winding down” operations in Russia. Plus, inflation rose 7.9%, marking the sharpest spike in 40 years. Jack Crosbie, Gen. Barry McCaffrey, Juan Zarate, Steve Liesman, Helima Croft, Diana Berg and Jonathan Allen join.

Today is the paperback release date of Erik Larson's book "The Splendid and the Vile: A Saga of Churchill, Family, and Defiance During the Blitz." Michael spoke with him when the book was brand new in July 2020. This interview being shared here today, is also a part of Michael's other podcast "Book Club with Michael Smerconish." Also today, a conversation on oil and gas prices as oil imports from Russia to the US have been banned, with Royal Bank of Canada's Dr. Helima Croft, she is Managing Director & Global Head of Commodity Strategy. Original air date 10 March 2022.

In the latest international response to Russia's invasion of Ukraine, the U.S. will ban imports of Russian oil. As the conflict escalates, global oil prices are skyrocketing, and Again Capital's John Kilduff points out that oil price spikes have historically preceded recessions. Global head of commodity strategy at RBC Capital Markets Helima Croft traces the ripple effects of the invasion through the global oil markets to gas pumps and the White House. CNBC's Ylan Mui reports on congressional support for American sanctions on Russia, despite the cost for stateside consumers. Plus, the NFL has suspended Calvin Ridley for betting on games.  In this episode:Helima Croft, @CroftHelimaJohn Kilduff, @KilduffReportYlan Mui, @ylanmuiJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickZach Vallese, @zachvallese

Guy, Dan, and Danny Moses talk about the major indices, Fed rates, and what the outlook might be for 2022. Then, Guy and Dan interview the great Helima Croft and break down geopolitical tensions and their effects on the market. Watch the premiere of ‘No Retreat: Business Bootcamp' on March 8th at 10 pm on CNBC. ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

There are indications the Fed could raise rates multiple times this year to combat inflation. But we take a look at one of the harder-to-control inflation drivers: shipping backlogs. Our own Lori Ann LaRocco joins with her latest reporting on the issue. Plus, Google parent Alphabet reported strong earnings and news that it will be splitting the stock 20-to-1. Joel Kulina of Wedbush joins with his take on the results. And OPEC is set to meet today and may or may not have a press conference. Helima Croft joins to talk about the oil supply space, and why Russia ramping down on their commodity supply in a conflict situation could lead to more ripple effects than just within energy.

Global oil markets are starting 2022 with a number of factors that could make for another volatile year. OPEC is continuing its monthly supply increases but taking a cautious approach so far given uncertain demand. A return of Iran barrels is not a sure thing as the nuclear talks stretch into a second year. The US tapped the Strategic Petroleum Reserve in a big way at the end of last year, but that did little to soften prices. Russia-Ukraine tensions are at the forefront geopolitically, and they have potential to exacerbate European and global energy prices. We asked several oil market experts to weigh in on the same question: Will OPEC allow oil prices to reach $100/b in 2022? We heard from: • Helima Croft, head of global commodity strategy at RBC Capital Markets (1:32) • Bob McNally, president of Rapidan Energy Group (3:57) • Rachel Ziemba of Ziemba Insights (6:54) • Dan Pickering of Pickering Energy Partners (7:52) • Jacques Rousseau, managing director of ClearView Energy Partners (9:43) • Ellen Wald, president of Transversal Consulting (10:44) • Nareeka Ahir, geopolitical analyst for S&P Global Platts Analytics (13:18) Stick around for Starr Spencer with the Market Minute on how US producers are looking at the year ahead.

Helima Croft, managing director and head of global commodity strategy and Middle East and North Africa research at RBC Capital Markets, sits down with James M. Lindsay to discuss trends in the energy world.   Relevant Articles of Interest   Jason Bordoff and Meghan L. O'Sullivan, “Green Upheaval: The New Geopolitics of Energy,” Foreign Affairs (January/February 2022)   Robinson Meyer, “The Energy Crunch, in Six Paragraphs,” The Atlantic, October 13, 2021   Daniel Yergin, “Why the Energy Transition Will Be So Complicated,” The Atlantic, November 27, 2021

America's 20-year war in Afghanistan came to an end as the Americans stationed there finished their evacuation. CNBC's Eamon Javers details the military's next steps for extracting the remaining group of Americans in the country, as well as the Biden administration's strategy to monitor the Taliban. CNBC's Frank Holland reports on how residents of New Orleans are planning for the days ahead as the city remains without power and with limited access to other resources in the wake of Hurricane Ida. After the storm shut down at least six Gulf Coast refineries, RBC Capital Markets head of global commodity strategy Helima Croft discusses energy production as the region gets back on its feet. Croft considers other headlines in oil, including the Taliban's new role in global energy politics and the upcoming OPEC meeting. The Federal Reserve is looking for signals from the labor market to gauge when it should tighten monetary policy. CNBC's Steve Liesman and Mohamed El-Erian, Allianz and Gramercy advisor, discuss the upcoming August jobs report, Fed Chair Powell's comments at Jackson Hole, and the Delta variant's impact on inflation and the U.S. economic recovery. Plus, PayPal is exploring adding a new stock-trading feature to its platform, and China is cracking down on gamers.

OPEC+ has reached a deal on barrel output. We discuss the implications with Helima Croft of RBC. Plus, tensions between the U.S. and China are still on the rise, and they could impact American business operations. We speak with Longview's Dewardric McNeal. And Brian Sullivan's RBI focuses on whether investors will still be willing to pay oil and gas companies for drilling in the future.

Coinbase reported its first quarterly results as a public company yesterday. We discuss the future of cryptocurrencies. Plus, we run through the many factors impacting the oil markets right now with Helima Croft. And top-rated analyst joins us to make her bull case for Disney, after the company reported revenue and subscribers that were lower than analysts expected.

Today we welcome Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets Over the next 30 mins, Helima will share with us how her experience working at the CIA was the ultimate bootcamp when it came to preparing her for her career in the oil & gas industry; what her thoughts are on what the demand environment will look like over the next few decades; the differing constraints faced by developed and developing countries in accelerating the energy transition and the importance of her support system in raising 3 children and being able to maintain the right work life balance. We hope you enjoy. Helima is part of the 2020 Top Female Influencers in Energy - find out more here. If you would like to find out more about the Oil & Gas Council visit our website here.