图说｜美欲将委石油变“提款机” ，行业巨头为何顾虑重重

Core Viewpoint - The U.S. President Trump announced that the interim government of Venezuela will transfer 30 to 50 million barrels of oil to the U.S. for sale at market prices, with funds being monitored to benefit both Venezuelan and American people [1][3]. Group 1: Political and Economic Context - The transfer of oil is seen as a politically symbolic action to pave the way for U.S. intervention in Venezuela's oil resources [3]. - Trump has expressed intentions for U.S. oil companies to invest in Venezuela to rebuild oil infrastructure and generate revenue for the U.S. [3]. - However, U.S. oil giants are cautious due to high political risks, outdated infrastructure, and low international oil prices [3][22]. Group 2: Venezuela's Oil Industry Status - Venezuela holds the world's largest proven oil reserves at approximately 303 billion barrels, accounting for 17% of the global total [6]. - The country's oil production has drastically declined to about 900,000 barrels per day, only 1% of global oil production, due to sanctions and underinvestment [9][30]. - The oil industry has faced severe challenges, including infrastructure decay, corruption, and theft, leading to a fragmented state of operations [30][32]. Group 3: Investment Challenges - U.S. oil companies exhibit low investment willingness in Venezuela, primarily due to uncertainties regarding the local government's future [24][27]. - Major oil companies like Chevron and ConocoPhillips have refrained from commenting on potential increases in production capacity [24]. - Analysts suggest that significant investment, potentially in the hundreds of billions, and a stable political environment are prerequisites for U.S. companies to return to Venezuela [30][34].