The Largest Oil Supply Shock in History: Inside the Strait of Hormuz Crisis | Helima Croft
The Strait of Hormuz is in a chokehold. The scale of this oil supply disruption has already exceeded the shocks of the 1970s. Sir Richard Dearlove and Rosanna Lockwood sit down with Helima Croft, Managing Director and Head of Global Commodity Strategy at RBC Capital Markets and former senior CIA analyst, to break down what market players are getting wrong, why reopening the Strait is far harder than it looks, and what a Houthi entry into the conflict could mean for the Red Sea.
In this episode:
3:04 Technical Side of Supply Disruption
6:11 IEA and Comparison to Russia-Ukraine
9:32 Alternative…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.