Buy?
>>61587454 don’t think it possible for the oil to be extracted immediately as the already in place infrastructure is severely damaged including old pipelines from Venezuela to the US and over $100 billion in investment is needed and 5 - 8 years for recovery. There is also an embargo and sanctions that still have not been lifted yet and this prevents any full scale operation there from any company but once the contracts are giving from the US treasury it can only make these companies stock go up further. I am looking at Halliburton HAL and Schlumberger SLB as I think these will both be excellent plays and will not be affected by oil prices as they don’t sell oil. SLB is the “brains” of the operation, SLB has the technology to detect all of Venezuelas remaining oil field, especially the oil in the hard to reach places and SLB plans the extraction and maps everything. No company has the technology SLB does. Halliburton HAL will be sent to repair the existing pipelines and pump. HAL will fix everything and they already have existing infrastructure in Venezuela. They will also support Chevrons drilling. I believe HAL could be profitable to hold for the next 6 - 12 months and SLB could be a good hold for the next 6 - 18 months. With these two companies you avoid the volatility of oil prices and the oil market getting flooded and prices dropping.
>>61587454what happens if maduro loyalists bomb pipelines and refineries?
>>61587458Oil pipelines from Venezuela to the us? The fuck are you smoking, go look at a map they would ship it all straight to the gulf lol no $100 billion needed
>>61587604How would one short loyalists?
>>61587609it would probably make more sense to build or improve refineries in venezuela. their environmental regulations are likely non existent.
>>61587458Venezuelan oil is already shipped to US oil refineries across Gulf of Mexico. Venezuela already has oil terminals for the oil tankers . Maybe they need cleaning up/ updating at the most.
It's a post from reddit. This board is dead.
>>61587454Actually during times like this you should probably short oil. Remember last Trump admin oil went down to low 30s. Overproduction is bearish for oil stonks. Remember when futures were negative, they were literally paying you to take the oil off their hands, they had so much.Not financial advice I dont know shit, just a pattern nooticer.
Long term yes but if we have new access to oil then it might actually drop short term because of the increase of supply
>>61587742I was thinking on this today, if USA is going to capture a shit ton of oil, that doesn't mean that they will have overproduction and will be a lot of oil on the market?, perhaps i'm a retard, but I don't see how it's a good think to have stupids amounts of oil, who do you sell to?
>>61587758It's to clamp down on russian and iranian oil. They are selling only slightly above production cost.
>>61587742>>61587758Just wait until war breaks out all over the middle east. All their production will be droned into oblivion and the u.s/venezuela oil will be all that's left.
>>61587763so you think they will do that and it will have a mid-term good reaction on the oil market? because I have money enough to buy on the mania that's going to be on monday kek, it would be a fun day even if I don't buy, i'll watch it closely
>>61587772thanks, you think the asian war will be on mid 2026 like last year?
>>61587775It's effectively a checkmate for BRICS. It was an attack on their oil superiority as well as a display of military might. Oil prices go down now as venezuela is liberated - killing the oil market for iran and russia.
>>61587616America already has massive refining capacity, we didn't go through all this trouble just to give away the most profitable part.
>>61587778No. China needs cheap oil.
>>61587787>America already has massive refining capacity if i had to guess, we have slightly more refining capacity than our heavy sour import demand. why would a company build a refinery with excessive refining capacity, to account for a geopolitical event that we never even considered happening until a few days ago?
>>61587778The venezuela capture is to keep china on a leash. It'll inflame tensions between China and Russia because the Chinese NEED oil and the ruskies will want to gouge them with high prices. Trump acts like a buffoon, but hes brilliant
>>61587801venezuela was only like 5% of chinese oil imports and 0% of russian oil imports.
>>61587805Yeah, that's why the middle east will spontaneously explode into was soon. No one will see it coming. Then where does China get its oil?
>>61587801>>61587805maybe he wants to sell shitty heavy sour to europe (as heating oil), which puts more pressure on russia.
>>61587813
>>61587817>heavy sourThat would suffice as europe is 50% renewables now.
>>61587825>potential for a 25% saleNice.
>According to a transcript of the interview, the secretary of state says: "If they don't make the right decisions, the United States will retain multiple levers of leverage to ensure that our interests are protected.">That includes the "oil quarantine" in place, he says.You tell me. He also claiming that at ain't about oild anymore, but drugs and migrants, so there's that.
>>61587616It would make more sense to bring hovensa ((hess(chevron) and pvdsa refinery on st croix) back online and continue venezuelan exports to citgo refineries on the US gulf coast
>>61587634Gulf of America.
>>61587454Lmao you're like five million years late in market time. Priced in.
>>61587454Top Venezuelan officials have been declaring on TV that PSUV rule will continue. There are no signs of any remaining US troop presence in Venezuela. The US just announced that the blockade on Venezuela will not be lifted. This suggests that Venezuela is, in fact, not under US control.It remains to be seen what will happen. It may be that some of Maduro's lieutenants sold him out in exchange for some kind of compromise deal with the US.
CVX will pump pre-market and then dump by EOD.
>>61587758Trump has always been a big "cheap energy" fan - it increases the bottom line of every other industry.
>>61587785If this is the case, that its a long game squeeze on Russia, we should definitely short oil. Theyre about to send it to zero, or as close as they can get it til Putin squeals.
>>61587454>capture venezuela>the government knows who the real boss is but leave them in power for administrative purposes>your own businesses rebuild venezuela's oil businesses, thus creating jobs and a bigger market to support these oil businesses>no incentive for gang faggots to be in gangs anymore, they can go work on an oil rig or get blown up lol and so the civil unrest situation dies down>chevron, shell, citgo, pdvsa all get a bunch of crude oil; china and russia can buy some at 300% markup unless they hand back crimea and agree to leave taiwan alone
>>61588325Huge oversight on Russia and China's part. But then I guess Monroe Doctrine prevents them moving too aggressively into the area. They shouldve armed Venezuela to the tits. Too late now, kek.MURRICA.
>>61587758
There's an oil glut right now, any increase in production is short term negative for the oil price, which is bad for Exxon and ChevronLonger term, if this allows Exxon and Chevron to increase their slice of the pie, it would be good for them, but unless oil prices go up a lot, the overall impact will be rather muted
>>61587742>>61587758there was already expected to be an oil glut in 2026. there being more supply would drive the price down. but remember with the blockade/embargo and now an extraordinarily renditioned president, there will naturally be less oil going out. should take 5-7 years at best for venezuela to ramp up production. and even then, businesses don't immediately go and sell at razor-thin margins. If anything they will slowly bid towards the bottom.
>>61587758Getting real tired of this stupid trillion dollar oil memeVenezuela sits on heavy sulfur-ridden crude that requires very specific refineries. Venezuela, prior to sanctions, still exported a very small amount of the world crude oil. 80% of its oil went to China, and it only accounts for 4% of their total crude consumption. It’s relatively insignificant. There are three major countries in the world, Venezuela obviously not included, that can refine this type of crude oil at a serious scale: The US, China, and India. The demand is fairly low.So, the US would rather refine it themselves and export it as petroleum or some other refined goods, right? The US is already the world’s largest exporter of refined oil, and their exports account for about 115 billion USD. Even if Venezuelan crude post-intrastructure overhaul doubled this export (which it can’t, the refinery infrastructure isn’t big enough), it would still be nowhere close to trillions of dollars a year, and that isn’t accounting for the cost of extracting it, transporting it, and processing it. Finally, the oil market is finite. The total global consumption of oil in 2024 was roughly three trillion dollars. If everyone stopped selling oil tomorrow and the US could magically refine the Venezuelan oil still in the ground instantly to meet all of global demand, it will still only make three trillion dollars nominally. This of course would never ever happen anyway. tl;dr Venezuelan oil reserves make sense form a national security perspective somewhat, but it isn’t this mega money maker that clickbait headlines are making it out to be, and it won’t have any major impact on oil prices at all. Things may change slightly, but there isn’t the infrastructure to flood the market with refined petroleum, and the market for this crude is small.
>>61588325>>61588338you amerigoys know who bought the most oil after the iraq?hint: the name of the country starts with c and ends with "hina".
>>61588421thank you for the money sir
>>61587454>Still thinking anyone but King kike Trump and his kike buddies will make any money off of this
>>61588566>he isn't in the clubBegone. Back to redit you go.
>>61588527the money goes to iraq. the oil is 100% managed by chinese companies...on the other hand, how much money did the US government spent in the iraq war?LMAO
>>61588603nah we got all the money, thanks for all of that dosh sir. err i mean ching chong chong wang orange chicken general tso chang
>>61587458based
>>61588378then whats the move to take full advantage of this venezuela situation?Ive read that venezuela has gold reserves and other types of precious metals, wouldnt the expropiation of these assets pump their price?-https://x.com/KobeissiLetter/status/2007807727024648346I wanna hear what you think
>>61587801going from memory didn't china invest/loan a lot of billions to Venezuela and when the commie government fucked everything up and defaulted on all of it, didn't they make a new deal that the loans would be repaid in oilI mean this was ten years ago or so, wonder what the outstanding balance is, probably not public knowledgeUnfortunately seems there might be many interest groups to fund different militias.
The Houston machine shops can eat up any oilfield/refinery parts demand with a day's worth of RFQ's. Considering the nature of the operation and the insiders involved, all of that upside was priced in weeks ago. That being said, this is still very bullish for energy production related stocks.
all in on CVX tomorrowyou can even buy it on ethereum
>>6158837810/10 postoil prices are predicted to go down but that is only if Israel decides to not attack Iran for some reason
>>61587758>cheap gas is bad!You're a faggot
overthinkers dead
>>61588175hihope you listened and dumped your bags early in pre-marketbut you probably didn'tif you're thinking of buying CVX now, you're too late
Trade the news long term play trump will sell all that low yield crude to China via boat better news for tanker companies than for chevron
Oil is the cheapest commodity and the almost the cheapest it has ever been compared to equity. We are also in an increasingly inflationary environment with yields going higher long term, both being bullish for oil.You would be dumb not to buy oil stocks right now.
>>61592078Specific ticker recommendations?
