Anonymous wrote:

Anonymous wrote:

Anonymous wrote:There are many methods to this.

- use offers low interest lines of credit with favorable terms to us oil majors for the express use of investing in vz oil infra to get it back up to speed…will take a decade and suppposedlu 60-100 billion to get vz back to full potential production. Currently I don’t think the appetite for private financing for this exists given oil prices, future consumption models, and interest rate environment.

- use us military/pay pmc’s to secure oil infra and protect us oil major workers when they are down there

Off the wall idea -

USG starts a government run oil company that takes over vz oil resources. It becomes the American “public option” of oil. Think of it as the spr but expanded as if the spr became a fully integrated e&p

(Exxon, chevron etc would hate the latter)

Told you guys

https://x.com/zywiremedia1/status/2010387313931813070?s=46

Instead of debt instruments, usg open to taking equity stakes in oil majors to induce and backstop investment in vz

It was so obvious within 24 hrs of Maduro capture that this would be considered given that usg is willing to take stakes in intel

So the taxpayer, in addition to tariffs and inflation, is supposed to foot the bill for oil it doesn't need, in a sovereign country who will reclaim its territory as soon as the taxpayer votes in the next administration (who you can bet your bottom dollar will NOT be Republican)?

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

This is an oil industry expect talking about Venezuela oil. It's a full cycle investment and oil will cost $80-85 a barrel. It's a proven area but you have to start from scratch - drill new wells, install all new infrastructure, pay high per acre lease because it is proven not exploration ($55,000 per acre vs $5,000). Also there is nothing stopping Venezuela from nationalizing everything in a few years.

Basically oil will have to be $100 a barrel before companies are interested. Meanwhile Canada heavy oil is 1/2 cycle and cost $27 a barrel.

Javier blas is one of the biggest experts on oil.

https://www.bloomberg.com/opinion/articles/2026-01-09/venezuela-oil-offers-quick-riches-for-a-few-us-companies

Secondly, you are assuming firms will have to fully fund the capex on their own or make the decision like it’s wholly under their control.

The calculus changes if trump directs treasury to give low/no interest loans to us oil majors or takes equity stakes in them.

Javier talks about this in the video. If that happens the US oil producers not in Venezuela will turn on Trump and fund democrats. They are getting hammered in Permian Basin and laying a lot of the workforce. Now Trump is going to subsidize their competitors? No that is a huge no go for 99% of the oil companies. It’s a lot more complicated vs what Trump and media are reporting.

Anonymous wrote:

Anonymous wrote:There are many methods to this.

- use offers low interest lines of credit with favorable terms to us oil majors for the express use of investing in vz oil infra to get it back up to speed…will take a decade and suppposedlu 60-100 billion to get vz back to full potential production. Currently I don’t think the appetite for private financing for this exists given oil prices, future consumption models, and interest rate environment.

- use us military/pay pmc’s to secure oil infra and protect us oil major workers when they are down there

Off the wall idea -

USG starts a government run oil company that takes over vz oil resources. It becomes the American “public option” of oil. Think of it as the spr but expanded as if the spr became a fully integrated e&p

(Exxon, chevron etc would hate the latter)

Told you guys

https://x.com/zywiremedia1/status/2010387313931813070?s=46

Instead of debt instruments, usg open to taking equity stakes in oil majors to induce and backstop investment in vz

It was so obvious within 24 hrs of Maduro capture that this would be considered given that usg is willing to take stakes in intel

Anonymous wrote:

Anonymous wrote:

This is an oil industry expect talking about Venezuela oil. It's a full cycle investment and oil will cost $80-85 a barrel. It's a proven area but you have to start from scratch - drill new wells, install all new infrastructure, pay high per acre lease because it is proven not exploration ($55,000 per acre vs $5,000). Also there is nothing stopping Venezuela from nationalizing everything in a few years.

Basically oil will have to be $100 a barrel before companies are interested. Meanwhile Canada heavy oil is 1/2 cycle and cost $27 a barrel.

Javier blas is one of the biggest experts on oil.

https://www.bloomberg.com/opinion/articles/2026-01-09/venezuela-oil-offers-quick-riches-for-a-few-us-companies

Secondly, you are assuming firms will have to fully fund the capex on their own or make the decision like it’s wholly under their control.

The calculus changes if trump directs treasury to give low/no interest loans to us oil majors or takes equity stakes in them.

Anonymous wrote:

This is an oil industry expect talking about Venezuela oil. It's a full cycle investment and oil will cost $80-85 a barrel. It's a proven area but you have to start from scratch - drill new wells, install all new infrastructure, pay high per acre lease because it is proven not exploration ($55,000 per acre vs $5,000). Also there is nothing stopping Venezuela from nationalizing everything in a few years.

Basically oil will have to be $100 a barrel before companies are interested. Meanwhile Canada heavy oil is 1/2 cycle and cost $27 a barrel.

Anonymous wrote:There are many methods to this.

- use offers low interest lines of credit with favorable terms to us oil majors for the express use of investing in vz oil infra to get it back up to speed…will take a decade and suppposedlu 60-100 billion to get vz back to full potential production. Currently I don’t think the appetite for private financing for this exists given oil prices, future consumption models, and interest rate environment.

- use us military/pay pmc’s to secure oil infra and protect us oil major workers when they are down there

Off the wall idea -

USG starts a government run oil company that takes over vz oil resources. It becomes the American “public option” of oil. Think of it as the spr but expanded as if the spr became a fully integrated e&p

(Exxon, chevron etc would hate the latter)

Anonymous wrote:So will gas be going back down to $1.18/gal soon?

That will be so cool!

Anonymous wrote:So will gas be going back down to $1.18/gal soon?

That will be so cool!

Anonymous wrote:If you are really interested, the Economist has an online article on Venezuela’s oil industry and what it would take to bring it back. Bottom line is that it would take substantial long term investments, including redeveloping a labor force that largely fled the country. It’s unclear whether US oil companies would be interested given the likelihood of a different US administration in three years.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I don’t know, but what’s the point? Gas is cheap right now. Is this worth the squeeze?

The point is it simply shows you the motivations of the administration is taking the oil.
But how do you take the oil?
Give US companies free contracts and they contribute to your political party ?

Yes.. it's not complicated. Oil companies are already operating in Venezuela, but their operations were limited by law. Limits will be removed.