特朗普欲借委内瑞拉打压油价，美国页岩油大佬怒斥“背叛”

Core Viewpoint - The U.S. shale oil industry executives warn that if President Trump insists on controlling Venezuela's oil industry to suppress oil prices, domestic oil production could face a significant decline. Group 1: Industry Concerns - Executives from the shale oil sector express outrage over Trump's plans to allow Venezuelan oil into the U.S., feeling it undermines American producers [1] - The number of operational oil drilling rigs in the U.S. has decreased by 15% over the past year, with only 412 rigs currently active [2] - The U.S. Energy Information Administration predicts a decline of approximately 100,000 barrels per day in U.S. oil production by 2026, marking the first annual decrease since the COVID-19 pandemic [2] Group 2: Market Impact - Oil prices have dropped below $56 per barrel, with the average price expected to be around $51 per barrel this year [3] - Major independent oil companies have seen significant stock price declines, with companies like Diamondback Energy and Devon Energy dropping as much as 9% due to fears of increased Venezuelan oil supply [3] - The potential for Venezuelan oil production to increase by 50% within 12 months could lead to further downward pressure on gasoline prices [4] Group 3: Executive Sentiments - Executives feel betrayed by the government’s signals favoring Venezuelan oil over domestic independent producers [2] - There is a growing sentiment of despair within the shale oil industry regarding Trump's support, with claims that he does not prioritize the survival of independent oil companies [4][5] - The focus on larger oil companies benefiting from international opportunities suggests a shift in the competitive landscape, favoring those with greater resources [5]