Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival

雪佛龙,美国石油股上涨,特朗普誓言振兴委内瑞拉

Bloomberg Intelligence

2026-01-06

22 分钟
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet FuOn this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.They speak with:- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips and Exxon Mobil Corp. also rose.-Will Lee, Bloomberg Intelligence Aerospace and Defense Analyst, and George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on military implications of Venezuela attack.According to Bloomberg Intelligence: the Jan. 3 operation is unlikely to alter US defense-spending priorities, as it relied on naval and air assets already central to broader power-projection requirements, particularly in the Asia-Pacific.- Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, on the aftermath of the Venezuela attack.America's allies offered a measured response after US troops captured Venezuelan leader Nicolas Maduro in a raid, emphasizing diplomacy, dialogue and stability.-Edward Price, Non-Resident Senior Fellow at NYU, on the aftermath of the Venezuela attack.President Trump's approach has sent shockwaves around the world, drawing criticism from various countries, and has been seen as a stark lesson in power politics that accelerates a broader trend toward a reconfigured global order.   See omnystudio.com/listener for privacy information.
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  • If you're a big oil company like a Chevron, like an Exxon Mobil,

  • you're waking up here over the past couple of days.

  • How are you viewing Venezuela these days as an investment opportunity

  • if you're one of these big oil companies?

  • Well, if you're a Chevron, you've been in country for almost a century now, right?

  • So you take a longer term view.

  • The assets have been uh...

  • renationalize and privatize and renationalize the couple of times right so uh...

  • sharon has been there uh...

  • they've had a foothold in that country throughout the more controversial times and so uh...

  • they are a direct beneficiary but again it's going to take time uh...

  • this isn't something that uh...

  • you know although the military action didn't harm any of the facilities The facilities have been in decay and have been under-invested in for several years throughout the nation.

  • So this is going to be a slow grind higher.

  • You know,

  • think about that the nation was producing more than three million barrels a day at its prior peak,

  • and that peak was sometime in the 70s,

  • and it was right around three million in the early knots before it was nationalized.

  • There's somewhere around a million barrels a day now.