Core Viewpoint - U.S. oil executives are being urged by White House and State Department officials to return to Venezuela and invest significantly to revive the oil industry in the country [1] Group 1 - The U.S. government is signaling a need for increased investment in Venezuela's oil sector to enhance production and stabilize the economy [1] - Officials emphasize the urgency of returning to Venezuela for oil executives, indicating a strategic shift in U.S. energy policy [1]

Oakley Capital has agreed to buy a majority stake in debt administration services firm Global Loan Agency Service (GLAS) in a 1 billion pound ($1.35 billion)deal, Sky News reported on Sunday. ...

Core Viewpoint - American energy firms are considering the potential return to Venezuela to revitalize its oil industry, which has suffered from years of neglect and underinvestment [1][5]. Group 1: Company Responses - Chevron is the only U.S. energy company currently operating in Venezuela and has stated it is adhering to relevant laws and regulations while focusing on employee safety and asset integrity [1]. - ExxonMobil and ConocoPhillips have not provided comments regarding their plans for Venezuela [2]. Group 2: Political Context - President Donald Trump announced intentions for U.S. energy firms to return to Venezuela to enhance oil production and sell large quantities of oil to other countries [5][7]. - Trump emphasized that the U.S. previously built Venezuela's oil industry and criticized the socialist government for taking control and nationalizing assets, which led to significant losses for American companies [8][11]. Group 3: Economic Potential - Venezuela possesses the world's largest oil reserves, but its potential remains largely untapped due to deteriorating infrastructure and lack of investment [5][6]. - Trump indicated that U.S. companies could invest billions to repair the oil infrastructure and generate revenue for Venezuela [6].

据委内瑞拉石油公司文件和知情人士的说法，储油罐和浮动存储设施最近几周被迅速注满，委内瑞 拉多处油田或将被迫进一步减产。委内瑞拉石油公司对此说法暂无回应。 委内瑞拉已探明石油储量约占全球已探明储量的17%，居世界首位，但近年来由于美国封锁等原 因，其石油产能已严重下降。美国能源信息局数据显示，20世纪末，委内瑞拉日产原油高达350万桶， 目前仅为100万桶左右，2025年11月出口原油92.1万桶。 新华社北京1月4日电 美军3日掳走委内瑞拉总统马杜罗数小时后，美国总统特朗普毫不掩饰对控制 这个南美国家石油资源的野心，声称美国石油企业已做好在委内瑞拉大举投资的准备，以恢复委石油出 口，"为美国赚钱"。 重返委内瑞拉？美国油企暂观望 在美国封锁下，委内瑞拉石油出口如今处于瘫痪状态。行业分析人士指出，即使美国油企愿重返委 内瑞拉，受制于基础设施不足、局势不稳等因素，特朗普想让委石油出口服务于美国利益的愿望短期内 难实现。 特朗普展望未来能在委内瑞拉石油上大赚一笔，但美国多家油企对此持谨慎态度，表示将密切关注 委内瑞拉局势。 大举投资在即？封锁仍在持续 美军发动针对委内瑞拉军事行动后，特朗普随即在记者会上宣称，美国大 ...

美国对委内瑞拉发动军事袭击一事，持续发酵！ 据最新消息，当地时间1月3日，美国100多个城市举行示威活动，抗议美国对委内瑞拉发动袭击。 同日，美国前副总统、前民主党总统候选人哈里斯就委内瑞拉局势发表声明，明确反对美国以军事手段推翻委 内瑞拉总统马杜罗的政权。另外，美国纽约市长马姆达尼表示，美国对委内瑞拉实施打击的做法违反国际法， 构成战争罪。 美国三大石油巨头之一的康菲石油3日表示，现在就揣测公司是否会参与委内瑞拉扩大石油生产的相关项目， 还为时过早。 值得注意的是，马斯克的SpaceX旗下卫星互联网项目"星链"3日表示，将为委内瑞拉提供一个月免费宽带服 务。"星链"当日通过社交媒体发布消息称："将为委内瑞拉民众提供免费宽带服务至2月3日，确保网络连接不 中断。""星链"没有作进一步解释。目前委内瑞拉网络连接基本正常。 美国100多个城市示威抗议 据新华社报道，美国100多个城市3日举行示威活动，抗议美国对委内瑞拉发动袭击，反对以武力手段颠覆别国 政权。 这些示威活动由反战组织"即刻行动制止战争消除种族主义"联盟发起，当天在包括华盛顿、洛杉矶、波士顿、 亚特兰大、芝加哥、丹佛、达拉斯、迈阿密等105个城市进行 ...

Venezuela is unlikely to see any meaningful boost to crude output for years even if U.S. oil majors do invest the billions of dollars in the country that President Donald Trump promised just hours fol... ...

Group 1 - ConocoPhillips' Australian subsidiary has discovered unexpected gas while drilling the Charlemont-1 exploration well in the Otway Basin, offshore Victoria [1][10] - The Charlemont-1 well encountered significant gas presence in the Waarre C reservoir formation, approximately 160 meters above the target formation, Waarre A [2][10] - Drilling operations were paused on December 25 due to high-pressure conditions at 2,552 meters, indicating potential safety and operational risks [3][10] Group 2 - The Essington-1 well, drilled earlier in the same permit, confirmed the presence of hydrocarbons in both Waarre A and C reservoir formations, marking the first natural gas discovery in the Otway Basin since 2021 [4][10] - ConocoPhillips holds a 51% interest in the VIC/P79 permit, with partners 3D Energi and the Korea National Oil Company holding 20% and 29% stakes, respectively [5]

Key Takeaways Soft oil price expectations for 2026 highlight the contrast between EPD's stability and upstream risk.COP's Lower 48 footprint & Marathon Oil acquisition support low breakeven costs amid weaker oil prices.Nearly 90% of EPD's contracts are inflation-protected, with new projects adding cash flow next year.It is quite uncommon to compare the business fundamentals of Enterprise Products Partners LP (EPD) and ConocoPhillips (COP) . Although both are large energy players, their business models are d ...

Oil is closing 2025 as one of the negative-performing assets. Despite starting the year with a rally, oil's movement soon became typical bear-market dynamics. Consistent price decline interrupted by volatile, sharp double-digit rallies.Still, even in that environment, oil majors saw significant performance discrepancies. ConocoPhillips (NYSE:COP) lost 8.3% year-to-date, while Exxon Mobil (NYSE:XOM) squeezed a double-digit gain of over 11%.Going into 2026, oil has become one of the most consensus-bearish ass ...

Group 1 - UBS maintains a Buy rating on ConocoPhillips (COP) and raises its price target from $117 to $120 [1] - Mizuho reaffirms its Outperform rating on ConocoPhillips and increases its price objective to $121 from $120 [3] - The energy sector is expected to strengthen in 2026, with improved prospects for oilfield services and natural gas exploration [2] Group 2 - Mizuho notes that despite negative sentiment towards US oil and gas companies due to oversupply concerns, exploration and production are undervalued based on long-term fundamentals [4] - Mizuho suggests reallocating risk towards oil exploration and production companies with a selective bias for gas stocks [4]