Key Points Last Friday's ousting of Venezuelan leader Nicolás Maduro could reopen Venezuela's oil reserves to U.S. companies. ConocoPhillips used to operate in the country before Hugo Chávez, the former Venezuelan leader, seized its assets in 2007 during a nationalization. It's uncertain whether Conoco will return to Venezuela, but it still has billions in outstanding claims against the country. 10 stocks we like better than ConocoPhillips › Shares of U.S. oil and gas major ConocoPhillips (NYSE: ...

Group 1: Market Reaction to Venezuela Events - The U.S. military's capture of President Nicolas Maduro and President Trump's announcement regarding U.S. control over Venezuela's oil reserves led to a surge in oil stocks, indicating renewed investment opportunities in the sector [1] - Oil prices initially dropped to $56 per barrel but rebounded due to expectations of increased inventory from Venezuela's Orinoco Belt, reflecting ample global supplies [2] Group 2: Company-Specific Impacts - Chevron emerged as a significant gainer due to its large-scale operations in Venezuela, being the only major U.S. firm still active in the country [2] - Marathon Petroleum is expected to benefit from refining Venezuela's heavy crude at its Gulf Coast facilities, indicating a positive outlook for the company [2] - ConocoPhillips holds a unique position to profit from the reopening of Venezuela, leveraging past arbitration awards and expertise in heavy oil extraction [2] Group 3: ConocoPhillips Financial Performance - In 2025, ConocoPhillips stock declined by 5.6%, underperforming the S&P 500 Index's 16.4% gain, amid fluctuating oil prices and broader energy sector pressures [6] - The company's forward price-to-sales ratio is approximately 2x, which is below the industry average of 2.15x and aligns with its historical five-year average, indicating fair valuation relative to peers [6] - ConocoPhillips is positioned as a solid hold in a volatile sector, reflecting efficient operations and growth potential without excessive premiums [6]

The Trump administration did not consult with oil companies Exxon Mobil , ConocoPhillips , or Chevron Corp about Venezuela before or after U.S. forces captured the South American country's president N... ...

Regime change in Venezuela could pave the way for the return of U.S. oil majors to the South American nation, which has the largest proven crude oil reserves in the world. President Donald Trump called for U.S. oil companies to invest billions of dollars in Venezuela's energy sector, hours after U.S. forces captured President Nicolas Maduro and his wife. "We're going to have our very large United States oil companies — the biggest anywhere in the world — go in, spend billions of dollars, fix the badly broke ...

目前，除雪佛龙（Chevron）以"遵守相关法律和法规"为由作出谨慎回应外，埃克森美孚（Exxon Mobil）、康菲石油（Conoco Phillips）等能源巨头均未对特朗普的宏大设想给出积极回应。 在美国总统特朗普宣称美国石油公司已准备在"马杜罗下台后"向委内瑞拉石油产业投入数十亿美元之 际，该国的主要石油巨头却集体保持了沉默。 从资源禀赋来看，委内瑞拉的确具备相当大的吸引力。能源研究所（Energy Institute）数据显示，该国 石油储量约占全球总量的17%，但出于种种原因，其原油产量已从上世纪70年代的日均约350万桶高位 大幅下滑。 去年，委内瑞拉日产量约为100万桶，仅占全球总产量的1%左右。Rystad Energy估算，到本世纪30年代 初，要将委内瑞拉日产量提升至200万桶，至少需要约1100亿美元投资。 莱昂认为，企业更希望看到一个稳定、可预期的制度环境。因而石油公司不会急于重返该国，"要吸引 足以显著提高产量的私人投资，将非常棘手"。 宏观市场环境方面，莱昂指出，全球石油市场正进入供给相对过剩阶段，油价面临下行压力。在低油价 周期中，石油公司对投资目的地的选择将更加审慎，"在有得 ...

President Donald Trump said U.S. oil companies will play a role in the redevelopment of the Venezuelan economy after the U.S. captured its leader Nicolás Maduro in a weekend military raid. So far, oil companies are staying on the sidelines. On Sunday, Trump reiterated his belief that major oil firms will be eager to take advantage of Venezuela's vast oil reserves and begin pumping oil. He said he'd been speaking with oil companies leading up to Saturday's military operation. "They want to go in and they ...

Group 1 - U.S. oil stocks surged on Monday following Trump's commitment to revitalize Venezuela's energy sector after the arrest of President Maduro [2][4] - Chevron, the only U.S. oil giant operating in Venezuela under special permission from Washington, saw its stock price rise by 6.3%, marking the largest increase since April [5] - Other oil companies, including ConocoPhillips and ExxonMobil, also experienced stock price increases, while major oil service companies Halliburton, Schlumberger, and Baker Hughes saw gains exceeding 5% [5] Group 2 - Trump stated that U.S. oil companies would invest significant funds to rebuild Venezuela's devastated energy infrastructure, aiming to restore the country's oil industry to its former glory [5] - He emphasized that large U.S. oil enterprises would enter the market, investing substantial amounts to repair the local oil infrastructure and help the country generate revenue [5]

Group 1: Oil Sector Revival - The oil sector has experienced a sudden revival following the U.S. military capture of Venezuelan President Nicolás Maduro, with energy stocks rebounding after a challenging 2025 [1] - President Donald Trump's commitment to "unlock" Venezuela's vast oil reserves has reinvigorated the energy sector, which had been struggling with a global supply glut and significant price declines [1][3] Group 2: Market Reactions - Chevron Corp. (CVX) has seen a rise of over 6% in early trading, being the only major U.S. firm with a continuous presence in Venezuela, positioning it as a "first mover" for production expansion [5] - Exxon Mobil Corp. (XOM) and ConocoPhillips (COP) are experiencing significant gains due to speculation about the return of previously expropriated assets [5] - Halliburton Co. (HAL) is trending higher based on expectations of billions in new service contracts for repairing Venezuela's oil infrastructure [5] Group 3: Analyst Insights - Analysts warn that a sudden influx of Venezuelan crude could exert long-term downward pressure on oil prices, with Goldman Sachs estimating a $4-per-barrel downside to 2030 oil prices if Venezuelan output reaches 2 million barrels per day [2][3] - Despite potential price pressures, investors are focused on the infrastructure rebuilding opportunities and strategic access for U.S. oil companies in Venezuela [3]

Group 1 - The U.S. oil sector experienced a significant surge following the arrest of Venezuelan President Maduro, with energy-related stocks rising sharply [2] - Chevron, the only major U.S. oil company still operating in Venezuela, saw a pre-market increase of over 6%, while ConocoPhillips and ExxonMobil, which withdrew from Venezuela nearly 20 years ago, also saw substantial gains [2] - Trump announced that U.S. oil companies would invest billions to restore Venezuela's energy infrastructure, aiming to revive the country's oil and gas industry [4] Group 2 - Chevron is positioned to benefit the most from re-entering Venezuela, having remained in the country after the nationalization of foreign oil assets in the early 2000s [4] - ConocoPhillips is owed over $8 billion by Venezuela, while ExxonMobil has approximately $1 billion in compensation claims related to asset nationalization [4] - Analysts suggest that a full recovery of Venezuela's oil sector could take years and cost over $100 billion due to long-standing issues like corruption and insufficient investment [4] Group 3 - Chevron contributes about 20% of Venezuela's oil production and continues to ship crude oil to U.S. refineries despite some U.S. government restrictions [4] - There is uncertainty regarding whether global oil companies will invest in Venezuela under a "U.S.-backed interim government" due to unclear legal and financial frameworks [6] - Current contributions of Venezuelan oil to global supply are minimal, despite the country holding the largest oil reserves in the world [6]

【导读】美国石油股暴涨，马杜罗现身 美股石油股，果然暴涨。 美股石油板块暴涨 1月5日晚间，美军抓走委内瑞拉总统马杜罗及其夫人并将他们带离委内瑞拉，且特朗普承诺美国石油企 业将恢复该国原油产能后，能源相关股票随之上涨。 雪佛龙作为目前唯一仍留在委内瑞拉的美国石油巨头，盘前上涨超6%。涨幅居前的还包括康菲和埃克 森美孚——这两家公司在近20年前，在马杜罗前任将其资产国有化后已撤出委内瑞拉。油服板块同样走 强，例如SLB（斯伦贝谢）和贝克休斯（Baker Hughes）等。 在制裁豁免下，雪佛龙贡献了委内瑞拉约20%的产量，并将原油运往美国炼厂。即便特朗普政府启动了 部分海上封锁措施，雪佛龙仍持续从委内瑞拉发运原油。 雪佛龙一位发言人周一在声明中称："雪佛龙始终将员工的安全与福祉，以及资产完整性放在首位。我 们将继续不间断运营，并完全遵守所有相关法律法规。" 外界仍不清楚，全球石油公司是否愿意向一个由"美国支持的临时政府"管理、但尚未建立明确法律与财 政规则的国家投入巨额资金。 特朗普表示，美国石油公司将投入数十亿美元，修复委内瑞拉破败的能源基础设施，让该国油气产 业"重回昔日荣光"。 雪佛龙在全球大型石油公司中 ...