美国页岩油业怒了：特朗普让委内瑞拉原油涌入，又坑我们

Core Viewpoint - The Trump administration's plan to increase Venezuelan oil supply is causing significant backlash from the U.S. shale oil industry, which fears that this move will undermine domestic production and lead to a decline in oil prices [1][4]. Group 1: Industry Response - U.S. shale oil producers are expressing strong dissatisfaction with the government's plans, arguing that allowing Venezuelan oil to flood the U.S. market will directly harm their interests [1]. - Executives from shale oil companies, who previously supported Trump's campaign, now feel betrayed by the administration's focus on Venezuelan oil [4]. - The Texas oil industry is under increasing pressure, with a 15% year-over-year decline in the number of operational drilling rigs, currently at 412 [2]. Group 2: Economic Implications - The U.S. Energy Information Administration (EIA) predicts that U.S. crude oil production will decrease by approximately 100,000 barrels per day by 2026 due to reduced drilling activity, marking the first annual decline since the pandemic [2]. - Shale oil producers require West Texas Intermediate (WTI) prices to remain above $60 per barrel to be profitable, yet current prices have fallen below $56 [5]. - The EIA forecasts an average WTI price of around $51 per barrel for the year, not fully accounting for the potential supply increase from Venezuela [5]. Group 3: Market Reactions - The stock prices of major independent oil companies have plummeted as traders anticipate that an influx of Venezuelan oil will severely impact their profitability [5]. - The Trump administration's focus on lowering oil prices is seen as a political strategy ahead of the 2026 midterm elections, with a target of bringing prices closer to $50 per barrel [7]. - Industry experts warn that maintaining low oil prices could ultimately destroy the U.S. shale oil sector, as many companies view the current price levels as unprofitable [7].