南财快评｜美国的“石油美元”算盘能实现吗？

Core Viewpoint - The U.S. military's intervention in Venezuela aims to control the country's vast oil resources, with significant investments planned by U.S. oil companies to repair infrastructure and generate profits [1][2]. Group 1: U.S. Intervention and Oil Resources - Venezuela possesses the largest proven oil reserves globally, totaling 303 billion barrels, surpassing Saudi Arabia's 267 billion barrels [1]. - The U.S. government's renewed focus on traditional energy, particularly oil, aligns with its broader strategy to enhance American manufacturing and maintain global energy dominance [2]. - Following the military operation, President Trump expressed support for U.S. oil companies to enter Venezuela, emphasizing the potential for profit from repairing energy infrastructure [2][3]. Group 2: Market Implications - Despite the military action, global oil prices have remained stable, primarily due to supply and demand dynamics, with Venezuela's current oil production being less than 1% of global output [1]. - The U.S. controlling Venezuela's oil resources could significantly alter the global oil supply landscape, potentially diminishing OPEC's influence on pricing [3]. - The U.S. aims to enhance its pricing power in the global oil market, which is crucial for sustaining the dollar's dominance [3]. Group 3: Long-term Outlook - The transition towards renewable energy and the rise of electric vehicles may limit the long-term demand for oil, suggesting that significant price increases in the international oil market are unlikely [4]. - The U.S. government may face challenges in managing the complexities of the oil market, given the shifting energy landscape and lower global economic growth [4].