We kick off our new Global Upheaval in Energy Markets series this week with Helima Croft. Helima is Managing Director and the Head of Global Commodity Strategy and MENA Research at RBC Capital Markets.
David Greely sits down with Helima to discuss what could come next in the conflict in the Middle East; whether the energy system’s shock absorbers have been exhausted; and how the geopolitical foundations of the energy markets may be changing in a way where there’s no going back.
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This week on Global Upheaval in Energy Markets, we welcome back Doomberg, the team behind the “Doomberg” Substack, one of the most widely read finance newsletters.
David Greely sits down with Doomberg to discuss why the epicenter of the current energy crisis is diesel and LNG rather than crude oil; why they believe we’ve been in World War III since 2014; what it means for geopolitics and energy markets; and why many parts of the world are not prepared for what could come next.
This interview was recorded on October 21, 2026.
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We continue Global Upheaval in Energy Markets this week with Sean Evers, Founder and Managing Partner of Gulf Intelligence. David Greely sits down with Sean to discuss how the recent conflict in the Gulf is affecting the region; how refining capacity, shipping rates, and insurance costs have become key drivers of energy prices; the movement from “just in time” to “just in case” supply chain infrastructure; and what all of this may mean for the role of the Gulf countries in energy markets in the future.
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