helima croft, thank you for joining us on the programme. with the fact that donald trump is doing a lot to free up oil and gas permits and leases... yes. so, he's back to "drill, baby, drill," and he's talking once but the challenge for him is thatjust because you have a looser permitting regime doesn't mean that it's onto the market. you could make yourselves uneconomic. it's that at what price does fifllllfifi ree £3535? lfiffi? [$3 and he says the aim of it is to reduce inflation. but oil and gas is, as we know, an international market, he do about it? turn on production like a light switch? and so you have to turn to the countries that hence why we are back to the demands that opec basically bring on more barrels. but again, the challenge is, for the opec countries, is it in their economic interests to significantly lower prices? want to see $50 oil. against their own economic self—interest? how are his calls being received there? clear that they have an opec agreement. the agreement runs through now 2026. they've worked very hard to get tha

rbc's helima croft is here with her reaction next. then later in the show, we have jay timmons from the national association of manufacturers. he's here to weigh in on the industrial consequences of the president's actions. before we let you go, a quick check of u.s. stock futures, as we've been mentioning all morning long, they've been under quite a bit of pressure following these tariff announcements. right now, the dow looks like it would open more than 600 points lower. the s&p and nasdaq both down more than 1%. the nasdaq down nearly 2%. we're back right after this break. >> welcome to reinvented with accenture. today i'm here with margherita della valle, ceo of vodafone. you were employee 25 in vodafone italy. today you're the ceo of vodafone. what is your strategy and vision for the future? >> we are. changing our culture. >> to really. >> focus on our customers. >> we need to. >> acknowledge that change is hard. >> but if. >> people understand it's for the right reason. >> then you. >> get the power. >> of the organization. >>

helima, before we go, i want to put you on the spot. yeah. think the challenge is, you really cannot divorce and i could tell you where the price is going to land. it looks like we will see significant growth potentially thank you. so, that's the global picture. on renewable energy, ray long. i want to start by asking you what it's like in your industry right now. that renewables drive in america? becoming electrified, when you think about industrial processes being electrified, we're looking at an increase there that are being financed, developed, operated, and it's contributing to the economy. we need all new sources of electricity brought online. there are no... we're just in a different era. about how they were going to approach energy so, ithink, you know, we had a realistic road map about how and across multiple technologies. and i recognise that things are going to be different, first, customers, at the end of the day, so the people that voted the second thing that they want is that power to be on and to remain on even during periods o