Landon Derenz

Landon Derenz, Vice President for Energy and Infrastructure at the Atlantic Council, shares his insights on the implications of the U.S. military capturing Nicolás Maduro. He explores why markets remained stable despite this geopolitical shift, highlighting the potential for U.S. companies to revive Venezuela's oil sector. Derenz discusses the complexity of heavy crude economics, the importance of political stability for investment, and China's limited role in the oil supply chain. His analysis sheds light on the broader impact of these developments on global energy markets.