全球能源 - 油服：委内瑞拉局势的影响-Global Energy_ Oil Services_ Implications from Venezuela

15 January 2026 | 11:05PM CET Equity Research GLOBAL ENERGY: OIL SERVICES Implications from Venezuela Following the US deposing of President Maduro, we discuss in this note read-across from Venezuela for global oil services names. Recovery in production would likely be gradual and require substantial investment: In our commodities team's view, Venezuela production may edge up slightly in the short-run, including in a scenario with a US-supported government and full sanctions relief. According to Oils commen ...