Energy Empire Why Wars No Longer Move Oil Markets with Kevin Book
23 snips
Feb 19, 2026 
Kevin Book, energy analyst and founder of ClearView Energy Partners, explains how electrification and efficiency are reshaping oil demand. He discusses heat pump and insulation deployment during crises. China’s push for energy independence and the tradeoffs between oil risk and critical minerals are explored. The conversation also covers EV penetration and implications for global refinery flows and trade.
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Venezuelan History Keeps Investors Cautious
- U.S. oil firms remember Hugo Chávez kicking majors out and wiping equity.
- That history makes executives wary of large reinvestments in Venezuela.
Use Local Electrification To Cut Oil Imports
- Deploy local electrification and efficiency to reduce oil import vulnerability.
- Governments should prioritize accessible tech like heat pumps and microgrids to keep dollars local.
Efficiency Acted Like A Fifth Fuel In Ukraine
- The Ukraine crisis showed efficiency and heat pumps matter in emergencies.
- Efficiency measures acted like a real fuel source during the crisis.