Real-Time Geopolitics

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Data centers become the new battleground in Iran war
Iranian attacks on Gulf tech infrastructure expose vulnerabilities in U.S.-backed AI investments, while Houthi entry compounds energy market risks.
4 min read
Jul 2026
Insights
Energy market risks reignited after Iran ceasefire collapses
The failure of the Trump-backed Versailles accord reinstates Strait of Hormuz disruption risks as Houthis escalate attacks.
4 min read
Jul 2026
Insights
OPEC+ navigates production pace amid Iran deal uncertainty
OPEC+ increases production as diplomatic talks toward final deal face timeline pressures amid persistent security concerns.
3 min read
Jul 2026
Insights
From supply shock to supply opportunity
Global Energy Forum insights reveal an industry navigating supply disruption while building a more diversified energy future.
25 min watch
US · Jun 2026

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In the media

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Details of a potential U.S.-Iran deal will be 'critically important'

Helima Croft joins 'Squawk Box' to discuss the state of the energy markets, impact of U.S.-Iran negotiations ...

4 min watch

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'There is a new focus on resilience'

One of the world's leading energy and commodities experts, Helima Croft weighs in on how the war is ...

4 min read

Insights

Normalization in the Strait of Hormuz not imminent

Helima Croft joins CNBC's ‘Power Lunch’ to discuss where the Iran war stands now, Iran’s attack on a Saudi ...

3 min watch

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Latest insights

Data centers become the new battleground in Iran war

Energy market risks reignited after Iran ceasefire collapses

OPEC+ navigates production pace amid Iran deal uncertainty

From supply shock to supply opportunity

In the media

Details of a potential U.S.-Iran deal will be 'critically important'

'There is a new focus on resilience'

Normalization in the Strait of Hormuz not imminent

More from RBC Capital Markets

Strategic Alternatives

RBC Economics

Markets in Motion Podcast

RBC Imagine: Think further forward

Macro Minutes

Powering Sustainable Ideas

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