埃克森美孚直言委内瑞拉投资环境恶劣，彰显忤逆特朗普的风险

Core Viewpoint - ExxonMobil's CEO Darren Woods stated that Venezuela currently "does not have investment conditions," aligning with warnings from other industry leaders and analysts [1][8] Group 1: Industry Sentiment - Oil industry executives are cautious about Venezuela due to its current oil production of approximately 1 million barrels per day, which would require hundreds of billions of dollars in investment to significantly increase [4][11] - There is a consensus among industry leaders that political and legal reforms in Venezuela are necessary before making substantial investment commitments [12] Group 2: Corporate Actions and Reactions - Following Woods' comments, ExxonMobil's stock rose by 2.4%, reaching a historical high [3][10] - Woods expressed confidence in the Trump administration's ability to implement necessary reforms for future investments, surprising the company with the negative reaction to his statements [12] Group 3: Government and Political Dynamics - President Trump expressed discontent with Woods' remarks, suggesting that ExxonMobil might be excluded from the Venezuelan market due to its perceived cleverness [1][9] - The meeting with Trump served as a warning to corporate leaders about the potential risks of attending discussions at the White House, where public pressure can be exerted [2][9] Group 4: Competitive Landscape - Chevron remains the only major international oil company currently operating in Venezuela, while ExxonMobil has previously withdrawn due to asset seizures by the Venezuelan government [12][14] - The complexity of extracting Venezuela's heavy sour crude oil may deter some independent oil companies from pursuing opportunities in the region [14]