美国突袭委内瑞拉，原油直面扰动

Group 1 - The U.S. military operation in Venezuela aims to control the country's oil reserves, which are the largest in the world, with proven reserves of 303.4 billion barrels as of the end of 2022 [2][3] - Venezuela's oil exports have effectively halted, leading to a potential short-term supply disruption of approximately 1 million barrels per day, which may drive oil prices higher [1][4] - The geopolitical situation may lead to increased oil prices in the short term, but the overall market remains in a supply surplus, with prices expected to stabilize between $60 and $70 per barrel in the medium term [5][6] Group 2 - U.S. oil companies, particularly Chevron, are positioned to benefit from the situation, with Chevron exporting about 120,000 barrels of oil per day to the U.S. Gulf Coast [3] - Chinese oil companies face significant risks due to the instability in Venezuela, which may lead to contract cancellations and operational challenges, although the overall impact on their business is expected to be limited [3][4] - The production of asphalt, sulfur, and petroleum coke, which are by-products of Venezuela's heavy sour crude, is expected to see price increases due to supply shortages and rising production costs [6][7]