埃克森美孚CEO直言：委内瑞拉石油行业“无投资价值”

Core Viewpoint - Exxon Mobil's CEO Darren Woods stated that Venezuela's oil industry currently lacks investment value and requires significant reforms before any substantial investment can be considered [1][4]. Group 1: Investment Perspectives - President Trump gathered global oil executives to discuss potential investments in Venezuela, aiming for over $100 billion in funding to revitalize the country's oil sector [1][2]. - Woods' comments contrasted sharply with Trump's expectations, as he emphasized the need for careful evaluation before committing funds [4]. - Analyst Jim Wicklund noted that the oil industry shows no urgent desire to return to Venezuela due to political risks outweighing potential financial incentives [3][6]. Group 2: Market Conditions - Venezuela's oil production has drastically decreased to one-third of its early 2000s levels due to mismanagement, strikes, and U.S. sanctions, despite having the largest proven oil reserves [3][6]. - The cost to double Venezuela's current oil production is estimated at $110 billion, while restoring it to 2000 levels could require nearly $185 billion [6]. - The U.S. does not necessarily need Venezuelan oil, as increased production could harm other producers, including those in the U.S. [3][6]. Group 3: Strategic Decisions - Woods indicated that any large-scale investment would require a thorough understanding of financial guarantees, terms, and legal frameworks [4][7]. - Exxon Mobil has been focusing on offshore oil operations in neighboring Guyana, which is seen as a more logical investment compared to Venezuela [6][7]. - The extraction of Venezuela's heavy crude oil is complicated and costly, requiring additional efforts to dilute the oil for extraction [7].