不过，尽管地缘政治风险加剧，国际油价却一度逆势走低。交易员指出，当前原油供应充足，且欧佩克 +维持产量稳定，是油价下行的主因。 委内瑞拉原油多为重质高硫原油(即硫含量较高的原油品类)，美国墨西哥湾沿岸的炼油厂建于数十年 前，设备本就适配重质原油的加工需求。 Pepperstone研究策略师Ahmad Assiri指出，该油种"与美国墨 西哥湾炼厂配置高度契合"。 作为本世纪初委内瑞拉石油资产国有化后仍坚守该国的企业，雪佛龙在全球石油巨头中占据最有利地 位，有望在美国加强对这个全球最大原油储备国的控制后率先获益。另外，国际仲裁机构裁定，因2000 年代初资产国有化，委内瑞拉尚欠康菲石油超过80亿美元，而埃克森美孚被拖欠的赔偿金约有10亿美元 仍未偿还。 智通财经APP获悉，美国石油公司股价在周一盘前交易中普遍走高。此前，美国总统特朗普表示，在上 周末逮捕尼古拉斯·马杜罗后，美国计划"接管"委内瑞拉。 在美国特别许可下，目前唯一仍在委内瑞拉运营的美国石油巨头雪佛龙(CVX.US)涨幅一度达10%。康 菲石油(COP.US)和埃克森美孚(XOM.US)股价同步上涨。 此次股价上扬源于市场预期：美国对委内瑞拉领导层的 ...

Shares in Chevron surged in premarket trading on Monday after the surprise removal of Venezuelan leader Nicolás Maduro over the weekend fuelled optimism that US oil companies could regain broader acce... ...

Core Viewpoint - The price of oil fell nearly 2% following the U.S. invasion of Venezuela and the capture of Nicolás Maduro, with traders believing this would not significantly impact oil prices in the short term [1] Group 1: Oil Market Dynamics - U.S. oil company stocks experienced significant increases, with Chevron up 7.82%, Halliburton up 8.45%, ConocoPhillips up 7.54%, and ExxonMobil up 3.95% in premarket trading [1] - Despite Venezuela's vast oil reserves, which account for about 17% of the world's total, its oil production has drastically declined by 75% from 2013 to 2020, now supplying less than 1% of daily global oil [3] - To fully exploit Venezuelan oil, U.S. companies would require strong guarantees against renationalization, the ability to commercialize discoveries, and freedom to explore the Orinoco oil belt, necessitating billions in investment and years of development [4] Group 2: Market Reactions and Trends - The overall market sentiment was positive, with S&P 500 futures up 0.29%, and significant gains in Asian and European markets, including a 2.97% rise in Japan's Nikkei 225 and a 3.43% increase in South Korea's KOSPI [5] - Following renewed threats from President Trump regarding Greenland, defense stocks saw a global uptick, with Rheinmetall up 7.4%, Saab AB up 5.75%, and Mitsubishi Heavy Industries up 8.39% [6] - The private sector is actively preparing for Venezuelan oil projects, with a former Chevron executive raising a $2 billion fund and plans for visits to Venezuela by industry leaders [7] Group 3: Currency and Investment Implications - The U.S. dollar experienced a modest increase, up 0.32% on the ICE U.S. Dollar Index, as the market reacted to the events in Venezuela, leading to a flight to quality assets like gold and the Swiss franc [8]

Market Analysis by covering: Chevron Corp. Read 's Market Analysis on Investing.com ...

Group 1 - U.S. energy stocks surged in pre-market trading, with Halliburton and Schlumberger rising over 11%, and Chevron and ConocoPhillips increasing by over 7% [1][2] - The U.S. government has taken control of Venezuelan President Maduro and is expected to push for significant investments in Venezuela's oil resources, despite maintaining sanctions on Venezuelan oil [3][4] - Venezuela's oil exports have nearly dropped to zero due to U.S. sanctions, leading to a saturation of domestic storage facilities and a reduction in oil production [3][5] Group 2 - Venezuela has proven oil reserves exceeding 300 billion barrels, accounting for about 17% of global reserves, with an estimated value of $17 trillion at current WTI prices [4] - Chevron remains the only major U.S. oil company still operating in Venezuela, while other companies have exited due to U.S. sanctions [4][5] - The Venezuelan oil company has begun to reduce production and close some oil fields due to a lack of diluents for heavy oil, which has also affected joint ventures with foreign companies [5][6] Group 3 - The current situation in Venezuela shows significant economic distress, with many shops closed and limited availability of goods, particularly fresh produce [7][8] - Reports indicate that U.S. military actions in Venezuela have resulted in civilian casualties, raising concerns about the humanitarian impact of U.S. interventions [8][9] - President Trump has expressed intentions to gain full access to Venezuela's resources and has threatened military action against several countries, including Colombia and Iran, in relation to drug trafficking and regional stability [9][10]

【文/观察者网 熊超然】特朗普政府悍然袭击"石油宝地"委内瑞拉，这块在油气领域被视为"皇冠明 珠"的地方已被美国多方觊觎。 据英国《金融时报》当地时间1月5日报道，美国石油巨头雪佛龙公司的一名前高管正在为委内瑞拉石油 项目筹集20亿美元资金，此前美国强行掳走委内瑞拉总统马杜罗，投资者纷纷响应美国总统特朗普的号 召，准备向该国投入"数十亿美元"。 雪佛龙公司前拉丁美洲业务主管阿里·莫希里（Ali Moshiri）告诉《金融时报》，他旗下的Amos Global Energy Management基金已经锁定了多个委内瑞拉资产，并正在与机构投资者洽谈私募融资，以启动投 资。 莫希里声称，马杜罗被掳走以及特朗普呼吁美国公司重振委内瑞拉石油行业的举动创造了一个"突如其 来的机会"。"我们已经预料到这一突破有一段时间了，我们20亿美元的私募融资备忘录已经准备就绪， 并确定了几个投资目标。"他宣称："过去24小时里，我接到了十几个潜在投资者的电话，对委内瑞拉的 兴趣从零飙升到99%。" 而与之形成鲜明对比的是，由于对政治不稳定、委内瑞拉资产被没收的历史以及提高产量所需巨额资金 的担忧，美国三大石油巨头对特朗普的投资呼吁反 ...

Core Viewpoint - U.S. oil companies' shares increased in premarket trading due to investor optimism that President Trump's actions against Venezuela's leadership will enhance American firms' access to global oil markets [1] Group 1 - U.S. oil companies experienced a rise in share prices during premarket trading on Monday [1] - Investors are betting on greater access for American firms to the world oil market as a result of the U.S. government's stance on Venezuela [1]

目前，雪佛龙是唯一一家经美国特别许可、仍在这个南美国家开展业务的美国大型石油公司，其股价涨 幅一度达 10%。康菲石油与埃克森美孚的股价同样走高。 早在本世纪初委内瑞拉推行外国石油资产国有化后，雪佛龙便选择留守当地。在全球石油巨头中，该公 司处于最有利的位置，有望在美国加强对全球最大原油储备国控制权的过程中率先获益。国际仲裁机构 裁定，因 21 世纪初资产被委内瑞拉国有化，康菲石油被拖欠超 80 亿美元赔偿款，埃克森美孚的未获偿 金额也仍有约 10 亿美元。 不过，对于全球石油企业而言，在一个由美国支持的临时政府管控、且尚未建立完善法律与财政规则的 国家投入巨额资金，其意愿几何仍未可知。 来源：环球市场播报 美国总统唐纳德・特朗普称，美国于上周末扣押尼古拉斯・马杜罗后，计划 "接管" 委内瑞拉。受此消 息提振，美国石油企业股价在周一盘前交易中走高。 雪佛龙持有美国政府颁发的许可证，获准在这个受制裁的国家开展石油钻探与出口业务。即便特朗普政 府已对委内瑞拉实施部分海上封锁，该公司仍在持续运输石油，相关业务未中断。 分析师与交易员指出，委内瑞拉的核心石油基础设施要实现全面修复、原油出口恢复畅通，可能需要数 年时间 ...

美股能源股盘前走高，斯伦贝谢、哈利伯顿涨超10%，雪佛龙、康菲石油涨超8%，埃克森美孚涨超 3%。 (本文来自第一财经) 美股能源股盘前走高，斯伦贝谢、哈利伯顿涨超10%，雪佛龙、康菲石油涨超8%，埃克森美孚涨超 3%。 (本文来自第一财经) ...

Core Viewpoint - The article discusses the complex dynamics of U.S. involvement in Venezuela's oil sector, highlighting President Trump's ambitions for American oil companies to invest in Venezuela while maintaining a contradictory stance on sanctions against the country [1][13]. Group 1: U.S. Government Actions and Statements - President Trump expressed a desire for U.S. oil companies to invest in Venezuela's oil infrastructure shortly after military actions against President Maduro [1]. - Trump's statements reflect a dual objective of wanting to control Venezuelan oil resources while enforcing sanctions that hinder investment [13][15]. - The U.S. government has implemented sanctions against Venezuela's state oil company, PDVSA, complicating the potential for U.S. companies to re-enter the market [8][15]. Group 2: U.S. Oil Companies' Responses - U.S. oil companies, including Chevron, ExxonMobil, and ConocoPhillips, have shown caution in response to Trump's calls for investment, focusing on employee safety and asset protection [3][17]. - Chevron remains the only major U.S. oil company still operating in Venezuela, having chosen to continue its operations under new contract terms [8]. - Industry analysts indicate that significant investment and time will be required to revitalize Venezuela's oil sector, with estimates suggesting hundreds of billions of dollars and a decade of effort [17][21]. Group 3: Historical Context and Current Situation - Venezuela's oil history with the U.S. dates back to the late 19th century, with significant foreign control over its oil resources until nationalization in the 1970s [5][6]. - Despite having the largest proven oil reserves globally, Venezuela's production has drastically declined from 3.5 million barrels per day in the late 20th century to around 1 million barrels currently [10][12]. - The U.S. military's actions, including the seizure of oil tankers, have exacerbated the challenges facing Venezuela's oil exports, which are crucial for the country's economy [10][12]. Group 4: Geopolitical Implications - Venezuela's oil resources are a focal point in the geopolitical struggle, with China and Russia deeply involved in the country's energy sector [19]. - The U.S. faces a dilemma in balancing its desire to control Venezuelan oil while avoiding significant disruptions to global oil prices [19][21]. - Analysts suggest that even if U.S. companies were willing to invest, the existing instability and infrastructure issues would hinder immediate benefits for U.S. interests [21].