分析师:“马蜂窝”已被捅开 委内瑞拉变局或诱发全球多点冲突
Xin Lang Cai Jing·2026-01-05 13:31

Core Viewpoint - KeyBanc analysts warn that the U.S. military's capture of Venezuelan President Maduro could trigger larger geopolitical turmoil and significantly increase the risk premium on global oil prices [1] Group 1: Geopolitical Impact - The analysts describe the U.S. action as akin to "stirring a hornet's nest," indicating potential for widespread instability in the region [1] - The repercussions of this event may extend to neighboring countries such as Mexico and Colombia [1] Group 2: Oil Price Implications - The report emphasizes that the current WTI and Brent crude oil prices have not yet reflected this geopolitical shock [1] - Analysts suggest that the situation in Venezuela could push multiple fragile geopolitical situations towards violent conflict, necessitating a higher risk premium in oil prices [1] Group 3: Broader Regional Effects - The U.S. hardline stance may provoke a more aggressive response from Russia regarding the Ukraine situation [1]