Zhi Tong Cai Jing·2026-01-07 01:45Group 1 - The core viewpoint of the article highlights that China Merchants Energy (中远海能) has seen its stock price increase by over 3%, currently trading at 9.98 HKD with a transaction volume of 32.645 million HKD [1] - Chevron has booked a small fleet of tankers to head to Venezuela, becoming the sole exporter of oil from the country following the capture of President Maduro by U.S. forces [1] - At least 11 tankers chartered by Chevron are scheduled to arrive at government-controlled ports in Venezuela, marking an increase from 9 tankers in December last year and the highest number since October when 12 tankers were loading cargo [1] Group 2 - Morgan Stanley has released a report indicating that China Merchants Energy's stock price is expected to see absolute gains in the next 30 days due to recent price corrections making its short-term valuation more attractive [1] - The report notes an increase in demand for legitimate tankers amid geopolitical dynamics, estimating a 70% to 80% probability of this scenario occurring, which is considered "highly likely" [1]