Sou Hu Cai Jing·2026-01-19 04:13Group 1 - Trump's announcement of U.S. oil companies entering Venezuela aims to restart oil production and develop infrastructure, but major U.S. oil firms remain silent and cautious [1][3][6] - Companies like ExxonMobil, ConocoPhillips, and Chevron express a focus on long-term returns and legal compliance rather than political rhetoric, reflecting the challenges of U.S. hegemony [3][6][9] - The political and security situation in Venezuela, exacerbated by the arrest of President Maduro, raises concerns for companies considering investment in the region [8][10] Group 2 - The need for significant investment to restore Venezuela's oil production capacity is highlighted, with estimates of at least $58 billion and a recovery period of over ten years [10] - U.S. legal barriers, including ongoing sanctions against Venezuela, create a dilemma for companies, as they risk legal repercussions while trying to operate in the country [12][14] - The divergence between government military actions and corporate decision-making emphasizes that companies prioritize stable legal frameworks and predictable returns over political motivations [14][16]