> If you want to look at the geopolitics of it, all of the bigger countries do in fact have their own sources of oil and their own refineries.

That won't help you if you can't refine it. Russia has more oil than most and has/had lots of refineries. Ukraine has taken out so many of them that Trump is complaining it's affecting the price of diesel (even though the US also has lots of oil and lots of refineries).

Oil infrastructure is temporary, expensive and fragile whereas panels work for 30 years.