美国EIA：委内瑞拉石油产量或于2026年中期恢复至海上封锁前水平

Core Insights - The U.S. Energy Information Administration (EIA) announced that the U.S. has expanded its licenses for transactions related to Venezuela, which is expected to restore Venezuela's oil production to pre-blockade levels by mid-2026 [1][2] Group 1: Oil Production Recovery - Venezuela's oil production was approximately 1.1 to 1.2 million barrels per day before the U.S. blockade [1][2] - The blockade led to a significant backlog of millions of barrels of crude oil in storage tanks and vessels [1][2] - Following the U.S. government's authorization for Vitol and Trafigura to export Venezuelan oil, the state-owned oil company PDVSA has reversed most of its previous production cuts, increasing output to nearly 1 million barrels per day [1][2] Group 2: Trade and Export Developments - The majority of the oil exported by the newly authorized traders is stored at terminals in the Caribbean, likely to be shipped to refineries along the U.S. Gulf Coast [1][2] - An expanded general license was issued by the U.S. at the end of last month, allowing more companies to transport and sell Venezuelan oil [1][2] - EIA indicated that these measures should help alleviate the production shutdowns caused by the blockade and restore production levels by the end of the second quarter of this year [1][2]