Kevin Book

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.

Kevin Book, Managing Director of Research at ClearView Energy Partners and member of the Council on Foreign Relations, discusses the seismic shifts confronting U.S. energy policy. He highlights Congress's efforts to roll back crucial clean energy initiatives, potentially jeopardizing nearly $10 billion earmarked for decarbonization. The urgency of the July 4th deadline looms large, with potential disruptions influencing legislative outcomes. Book also explores the complex dynamics of bipartisanship and the states' responses to federal deregulation in this critical landscape.

Lori Calvasina predicts a sluggish economy while Nela Richardson discusses the complexity of the Fed's job. Kevin Book believes there is room for oil to run, and Alan Ruskin anticipates a weaker dollar with a Fed cut. David Lebovitz expects airlines to raise prices. Topics include the impact of rising jet fuel prices, the state of the labor market, the stability of the dollar, and the uncertainty of economic forecasts.