I'm not going to bore you with a lengthy history of Venezuela's oil industry. Briefly, Venezuela is home to one of the largest oil deposits in the world, estimated to be even larger than Saudi Arabia's. Oil is the country's largest export; it produces about 1 million barrels per day.So why did only the stocks of Chevron, ExxonMobil, and ConocoPhillips surge?No other oil stocks seemed affected. Shares of French oil major TotalEnergies (NYSE: TTE) slipped 0.35% during the session, while shares of Anglo-Dutch ...

As the White House prepares to meet with America’s largest oil companies about Venezuela’s oil sector, U.S. Energy Secretary Christopher Wright explained what could come next for the crude-rich country and what timeline producers might face in helping develop its resources. "Of course, we'd like to go back to Venezuela. You know, it's United States companies that started their oil and gas industry — Chevron's been there for over 100 years," Wright told FOX Business' Maria Bartiromo on Thursday. "When they w ...

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美国石油巨头对重返委内瑞拉市场持极度谨慎态度，尽管特朗普总统正利用其对能源市场的强势影响力 施压企业注资，但业界普遍要求华盛顿提供明确的法律与财务担保。 面对白宫重塑全球能源格局的野心，美国能源企业的高管们并不买账，他们担心政策的不可预测性将使 巨额资本面临无法承受的风险。 作为回应，石油行业高管计划在周五于白宫举行的会议上向总统施压，要求在其承诺资本投入之前，政 府必须提供强有力的保障措施。尽管特朗普本周早些时候暗示，投资委内瑞拉的企业可能通过美国政府 报销或从收入中获得补偿，但高管们依然顾虑重重。此前，白宫方面已表示华盛顿将"无限期"控制委内 瑞拉的石油资源，并正安排美国特许船只将数百万桶原油运往美国墨西哥湾炼油厂进行加工。 此外，与谁签署协议也是一个核心问题。Hochstein提出质疑："美国公司需要知道他们的交易对手是 谁。他们是在与委内瑞拉政府签署协议吗？该政府是否具有合法性？"这种对于合同法律框架和政权合 法性的疑虑，进一步加剧了资本的避险情绪。 能源部长ChrisWright在迈阿密的高盛会议上也承认了这一现实，他表示美国石油巨头不会在下周就投入 数十亿美元在委内瑞拉建设新基础设施。尽管雪佛龙是 ...

在美军突袭逮捕委内瑞拉总统尼古拉斯·马杜罗后，美国总统唐纳德·特朗普计划接管该国石油产业，并 号召美国企业协助重建。不过短期来看，这一计划对油价的影响可能有限。 多年疏于维护加上国际制裁，已使委内瑞拉石油产业严重衰败。要实现产量大幅增长，不仅需要数年时 间，更需投入巨额资金。但也有部分分析人士持乐观态度，认为该国日产量有望在较短时间内从目前的 约110万桶提升2到3倍，恢复至历史水平。 汽油价格追踪机构GasBuddy首席石油分析师帕特里克·德哈恩表示："虽然许多报道称，美国军事行动并 未破坏石油设施，但这些设备已经年久失修，重建仍需时日。" 美国石油企业目前持观望态度，待委内瑞拉政局稳定后才愿意进行大规模投资。上周六，委内瑞拉局势 仍存变数：特朗普宣称美国已控制局面，而委内瑞拉副总统德尔西·罗德里格斯坚称应该让马杜罗恢复 执政，随后该国最高法院下令由她代行总统职权。 普莱斯期货集团高级市场分析师菲尔·弗林分析称："若未来24小时内美国能展现有效控制该国局面的迹 象，市场会对美国企业快速进驻重振委内瑞拉石油产业产生乐观预期。" 美国能源信息署数据显示，委内瑞拉已探明原油储量约为3030亿桶，占全球原油储量的1 ...

Chevron Corporation (NYSE:CVX) is one of the stocks Jim Cramer offered insights on. Cramer highlighted the company's interest in Venezuela, as he said: While we acknowledge the potential of CVX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: ...

当地时间1月7日，据媒体援引知情人士，特朗普及其顾问正计划在未来几年内主导委内瑞拉石油行业。总统告诉助手，他相信自己的努力可以帮 助将油价降至他所希望的每桶50美元的水平。 美国政府正迅速推进对委内瑞拉石油资源的控制计划，目前白宫确认已启动委内瑞拉石油全球销售。北京时间1月4日，据新华社报道，美国白宫 已要求美国各大石油公司对委内瑞拉大量投资，修复委内瑞拉原油开采基础设施。 知情人士还透露称，该计划设想美国对委内瑞拉国有石油公司（PdVSA）施加一定程度的控制，包括收购和销售该公司的大部分石油产量。如果 该计划成功，将使美国实际上掌控西半球大部分石油储备的管理权，并可能为美国消费者压低能源价格。 据央视新闻，当地时间1月6日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而 所得资金将由特朗普进行监管，以确保这些资金用于"造福委内瑞拉人民和美国人民"。 当前WTI原油价格已处于每桶56美元左右的低位，徘徊在许多石油公司约50美元的盈亏平衡点附近。若低油价持续，可能严重冲击美国页岩油产 业。 白宫确认已启动委内瑞拉石油全球销售 随着美国持续加码对委经济制 ...

格隆汇1月8日｜派杰投资：将康菲石油(COP.US)目标价从115美元下调至109美元；将雪佛龙(CVX.US) 目标价从178美元下调至174美元。 ...

Summary of Key Points from the Energy Sector Conference Call Industry Overview - The conference call focuses on the energy sector, particularly oil and natural gas, with insights into market dynamics and future trends for 2026 and beyond [1][2][3]. Core Themes and Insights 1. **Affordability and Inflation**: The U.S. administration is prioritizing lower oil prices and inflation control, particularly in the lead-up to the 2026 midterms. Gasoline, diesel, and electricity prices are key focus areas [4][24][30]. 2. **Oil Market Outlook**: A bearish consensus on oil prices is expected to hold in the first half of 2026, driven by OPEC's production adjustments and modest U.S. shale growth. The market is characterized by rising inventories, indicating a well-supplied environment [4][37]. 3. **U.S. Shale Production**: U.S. shale is facing challenges in sustaining production levels due to maturing core acreage and the need for higher prices to support growth. Efficiency gains are being leveraged by larger operators to offset declines [5][38][42]. 4. **Natural Gas Volatility**: The natural gas market is expected to experience increased volatility as demand outpaces storage capacity. The projected rise in power demand for gas in 2026 is significant, with a forecasted increase of approximately 4% [5][53]. 5. **M&A Activity**: The energy sector is likely to see increased mergers and acquisitions, driven by the need for scale and efficiency. Integrated models combining upstream, midstream, and downstream operations are becoming more attractive [6][54][59]. 6. **LNG Market Dynamics**: The global LNG market is adjusting to oversupply concerns, with U.S. LNG capacity projected to reach approximately 264 million tons per annum by 2030. However, project delays and lower utilization rates may pressure margins [9][68]. 7. **Refining and Marketing Sector**: The refining sector is expected to face volatility in 2026, with lower crack spreads year-over-year. Underinvestment in the sector may support long-term stability, but short-term revisions are likely downward [10][12]. 8. **Offshore and Deepwater Growth**: Offshore capital expenditures are expected to remain flat in 2026, with a cautious outlook for deepwater growth. Investment in subsea technology is anticipated to improve utilization rates [11][12]. Key Companies Mentioned - **Top Picks**: OVV, SLB, EQT, CVX, XOM, COP, CRC, CVE CN, BKR, FLOC, GPOR, SOBO CN, SOC, WMB [3][15][17]. - **Specific Company Insights**: - **Chevron (CVX)**: Conservative growth outlook with potential upside from various projects [19]. - **ExxonMobil (XOM)**: Strong upstream and downstream assets, operational excellence driving growth [19]. - **ConocoPhillips (COP)**: High-quality assets with competitive returns [19]. - **EQT Corporation (EQT)**: Positioned well for long-term growth in the Appalachian basin [19]. - **Baker Hughes (BKR)**: Strong positioning in diverse end markets with a focus on long-term earnings [20]. Additional Important Insights - **Market Sensitivity**: The natural gas market's sensitivity to weather and LNG flows is increasing due to limited storage capacity, which could lead to price volatility [50][51]. - **Technological Advancements**: Companies are increasingly adopting AI and other technologies to enhance operational efficiency, with significant potential for further deployment across the sector [45]. - **Geopolitical Factors**: Ongoing international tensions, particularly in oil-producing regions, could impact market dynamics and pricing strategies [3][37][27]. This summary encapsulates the key themes and insights from the energy sector conference call, highlighting the challenges and opportunities facing the industry as it heads into 2026.

Market Analysis by covering: Chevron Corp, Halliburton Company, ConocoPhillips, Valero Energy Corporation. Read 's Market Analysis on Investing.com ...