EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners

Opening the Strait of Hormuz with Kevin Book of ClearView Energy Partners | Pitch The PMThe Strait of Hormuz is closed. Twenty million barrels of oil per day flow through that narrow channel. When it shuts down, the world feels it. The duration of the closure is the key to accessing the global ripple effects. Doug Garber sits down with Kevin Book, one of Washington's most respected energy policy analysts, for a real-time breakdown of the crisis. Kevin leads Clearview Energy Partners, an independent research firm that has spent decades writing economic and policy research on energy for institutional investors and corporate leaders. He has seen a lot. He says this is different.They cover what it actually takes to reopen the strait, what Iran is doing to keep it closed, and what the US military can and cannot do. They get into the nuclear question, the LNG shock, China's deep energy vulnerability, and what happens to sanctioned barrel flows from Iran, Russia, and Venezuela. They talk about strategic reserves, risk premiums, production responses, and what history tells us about how these crises end.This is not a surface level take. Kevin brings the data, the geopolitical context, and tDoug brings the hard questions the market is asking right now.Guest: Kevin Book, Managing Partner, Clearview Energy Partners Host: Doug Garber, Pitch The PM, former Millennium Senior PM and top Citadel AnalystChapters: [00:00] Intro [01:18] Reopening the Strait of Hormuz [03:09] Naval escort precedent [04:11] Shipping risk and insurance [06:34] Iran’s remaining threat capacity [08:15] Iran nuclear facilities and uncertainty [12:06] Why oil spiked [17:20] Oil and LNG supply at risk [21:56] SPRs and alternate routes [22:26] Can higher prices restart US production? [24:15] China’s energy vulnerability [34:02] What this means for Taiwan [36:49] The endgame in Iran [45:38] What investors are asking nowSubscribe to the Pitch The PM newsletter for Buy-Side insights from an ex Sr. PM Millennium/Citadel Analyst, investment process frameworks, job openings, and if Doug did bought or sold the episodes pitch: https://pitchthepm.substack.com/🎧 Listen on SpotifyListen on Apple Podcasts💡 Presented by AlphaSense. Get a free trial!This episode is for informational purposes only and does not constitute investment advice. See full disclosures.