Venezuela Oil Revival Needs Orderly Transition, Significant Investment
WSJ·2026-01-04 21:55
Core Viewpoint - The potential removal of Nicolás Maduro by the U.S. could significantly transform Venezuela's oil sector, according to Jefferies analysts [1] Industry Summary - The U.S. ouster of Maduro is seen as a pivotal moment that may lead to increased foreign investment and operational improvements in Venezuela's oil industry [1] - Analysts suggest that a change in leadership could facilitate the re-entry of major oil companies into the Venezuelan market, which has been largely stagnant under the current regime [1] - The anticipated shift in governance may also enhance the country's oil production capabilities, which have been severely impacted by years of mismanagement and sanctions [1]