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Chevron - a few thoughts on Venezuela and the Hess integration

1 The situation: Why Venezuela is so important for Chevron

  • Venezuela has the largest oil reserves in the world, especially heavy oil for the refineries in the Gulf of Mexico, which is important for the USA
  • Chevron is the only US company that already has an active infrastructure and joint ventures on site thanks to a special license (General License 41)
  • a political upheaval leading to a more US-friendly government would turn Chevron from a "tolerated guest" into a key player in the reconstruction process


2. possible positive effects

  • Massive production boost: Chevron could double production at its joint ventures (such as Petropiar and Petroboscan) from the current level of around 100,000-150,000 barrels per day (bpd) in the short term and increase it well beyond that in the long term
  • Debt repayment: In the past, Chevron has used oil exports to pay off billions in outstanding debt owed to Venezuela's state-owned oil and gas company (PDVSA), a more stable environment would accelerate this cash flow return
  • Strategic advantage: While competitors (e.g. $XOM (-1,6%) , $SHEL (-2,73%) ) would first have to negotiate new contracts, Chevron can immediately ramp up existing infrastructure


3. risks and red flags

  • 🚩 Capex explosion: Venezuelan infrastructure (pipelines, refineries) is in a desolate state after years of neglect
  • If Chevron announces that it will massively increase its capital expenditure (CapEx) beyond the planned USD 18-21 bn to clean up Venezuela, this could reduce share buybacks
  • 🚩 Political instability & "resource nationalism": A new government could also try to increase profit shares for the state once production is up and running
  • Reports of new taxes, higher royalties or disputes over operational control in joint ventures would be a warning signal
  • 🚩 Oil price pressure due to oversupply: If Venezuela quickly dumps millions of barrels onto the global market again, the oil price (Brent) could come under pressure.
  • A falling oil price coupled with rising investment costs in Venezuela would undermine Chevron's margins (unit margins)


3. progress with the "Hess synergies" and Guyana

  • The integration of Hess is essential for Chevron to underpin the portfolio with extremely low-cost oil (breakeven <$30) - synergy target has already been raised to USD 1.5 billion by the end of 2026
  • 🚩 Delays or legal setbacks in accessing the Hess shares in Guyana, e.g. due to arbitration proceedings with ExxonMobil
  • Guyana is the "safety net" for Chevron. If the Venezuela coup becomes geopolitically unstable or the oil price collapses due to oversupply, Chevron needs the highly profitable barrels from Guyana to support the dividend and the share price.


As long as Chevron maintains share buybacks and capex discipline, the stock remains a strong investment in my view, despite geopolitical volatility. However, if management starts "throwing good money after bad money" to support political objectives in Venezuela, one should be wary. My position remains in the portfolio, I will not be buying more at the moment.


Any other opinions and points of view? 🤓


$CVX (-0,46%)

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12 Comentários

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You believe the Venezuelan people will accept their country robbed like this long term ?
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@SATNL and what will they do against US? 😂
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@jkbdagun the USA and Trump do not like bloody ground war. So if the people start to resist and damage US stuff attack US personnel then what ?
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@SATNL 99% of the people from Venezuela are happy with trump action, so I can’t agree with your point
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@jkbdagun did you ask them?
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@SATNL I have relatives living in venezuela , friends who left but still with family stuck there, so yes
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@jkbdagun one anecdote
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Why it won't happen:
1. Though Maduro is as*le, Venezuela won't accept the invasion of the USA. If you look at the history, you can see, that venezuelans are the most haters of the USA
2. Russian and Chinese interests and investments. They will fight for their over 100bn investments in Venezuela.
3. Regional factor: Americas can't accept invasion of Venezuela as it may start the domino effect. Americas are not the same as 50 years ago. Again with the support of Russia and China.
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@Carpe-Diem See your point. What about a Trump-Putin quid pro quo? And if that, bring also China to the table. If Trump is "allowed" to do this kind of stuff with Venezuela or Americas, why not Putin with Ukraine and EU and Xi with Taiwan and Asia? Not sure then about the support of Russia and China.

Let's cross fingers that this all will not be the case. Hope for the best.
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@finanzperpetuum I see your point. IMHO Americas ≠ Ukraine + Taiwan. According to Russian official sources, only Russia has 100bn interests (50bn loan) in Venezuela. China may have even more interests and direct/indirect investments, as they need oil than Russia. It is a guarantee for the Chinese economy. I am not sure if they both would leave the region so easily. Another point is the reputation of the Russian and Chinese military industry, strategic support and role of intelligent services in defense of Venezuela. Well, very strange situation indeed. I assume it is a win-win agreement of Putin-Trump to remove Maduro and Zelenskiy for clearing up the road. Meanwhile, Trump tries to gain more reputation points, while Putin didn't say anything.
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Oil from Venezuela is much different than for example Saudi Arabia. A lot of work to do for the companies to make it great oil and that will take years
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@Demas Venezuela has the extra heavy crude. Particularly on the US Gulf Coast (Texas, Louisiana, Mississippi) there are complex refineries that were historically built precisely for this type of oil. While most oil produced in the U.S. is "light," these plants require heavy oil to efficiently produce products like diesel, jet fuel and asphalt.

Canada was or still is the main exporter for this kind of oil (50-60%) so is Mexico and Columbia. Make the maths 🤓

Just my thoughts.
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