9Mês·

🛢️🇺🇸 Trump pushes US oil companies into Venezuela - big deal or political smokescreen?

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U.S. President Donald Trump is making headlines again—this time with an ambitious push toward Venezuela. Just a few days after military tensions in the South American country, Trump invited executives from major U.S. oil companies to the White House and strongly urged them to invest.

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💰At least $100 billion—or you’re out


Right at the start of the meeting, Trump made it clear what he wanted:


  • U.S. oil companies should invest at least $100 billion in Venezuela
  • Goal: To rebuild and boost oil and gas production
  • An unambiguous message:
  • “If you don’t want to participate, just let me know—I have 25 others who are ready to step in right away.”


The tone: pressure instead of diplomacy.

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⚠️ Reality vs. Rhetoric


Noteworthy:

While Trump publicly expressed optimism, Exxon CEO Darren Woods was significantly more cautious. Speaking on camera, he explained that the legal and economic conditions in Venezuela currently make investment virtually impossible.


A classic contradiction:


  • 🗣️ Politics: “We’re working very well together”
  • 🧮 Business: Legal uncertainty, crumbling infrastructure, sanctions

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🤝 “An agreement”—but without details


After the press was excluded, Trump later stated:


  • There had been a “great meeting”
  • They had “reached an agreement, so to speak”
  • U.S. corporations would invest hundreds of billions of dollars
  • “A lot of money will be made.”


👉 Concrete details? None to be found.

No timeline, no contractual framework, no statements on sanctions or property rights.

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🛢️ Venezuela: Huge reserves, a broken industry


The situation is paradoxical:


  • 🇻🇪 Largest oil reserves in the world: approx. 303 billion barrels
  • Mainly heavy crude, technically challenging
  • US refineries on the Gulf Coast specialize in this
  • But:
  • Outdated facilities
  • lack of investment
  • years of mismanagement


Experts agree:

👉 Reconstruction will take years and cost billions—even under ideal conditions.

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📉 Context


  • Political: Trump is relying on economic leverage to exert geopolitical influence
  • Economic: Oil companies remain cautious—and for good reason
  • Strategically: Venezuela is a long-term project with enormous risks


There is a huge gap between announcement and implementation.


Source:

https://de.tradingview.com/news/dpa_afx:3dc05363bb07a:0/

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7 Comentários

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This will not develop in the near future the way the 🍊 would like it to. Hit it once and then put the burden on the oil industry to keep the billions flowing. The next few weeks and months should now focus on stabilizing the situation and creating framework conditions so that companies can build up confidence. But for him, this is probably already ticked off and he is already dreaming of polar bears and penguins. And is secretly wondering who will finance this
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@Dividendenopi I think it's too short-sighted to dismiss this as mere daydreaming. This 'hitting out' is often a calculated means of forcing the other side to the negotiating table. Whether you like the style is one thing, but the strategy behind it is usually to first break up hardened structures (as in the oil industry) in order to dictate new conditions.
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Anyone who knows me can read between the lines that I regard dreaming as a serious possibility. And I don't like this kind of heavy-handed interference in other people's affairs, neither in my private life nor on a geopolitical level. But you also have to admit that he has brought a lot of "momentum" to many things and many countries have come out of their slumber, which I don't think is a bad thing
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@Dividendenopi Well judged. I think he wanted to hit the ground running in Venezuela and open up the market quickly. He assumed that the oil companies would jump on it, but that wasn't the case, as the legal framework has not been clarified at all. Unlike Trump, the companies have to abide by the rules, draw up balance sheets and weigh up the risks. And they have already gotten bloody noses in Venezuela of all places.

The problem with Trump is (among other things😅) that he wants quick and easy solutions without investing too much work in one thing.
But that doesn't work. How is a US company supposed to invest if a hostile government is still in power in the country? If there is still fighting going on. If you don't know how your own investments are legally and economically protected from foreign access - whether by Venezuela or your own US government.
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Politically, I would classify the campaign as a pipe burst.
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He was offended because he didn't get the Nobel Peace Prize. A Venezuelan woman won it, but only he has the power to enforce world peace by force.
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Most of Venezuela's oil (especially from the Orinoco belt) is not easy-flowing crude oil, but extra-heavy oil. This requires particularly complex processing.

Experts estimate the investment required at 50-100 billion dollars to get Venezuela's oil industry back on track.

I very much doubt that US companies are interested in this, as they would only be cutting themselves in two. Fracking in the USA is just so lucrative at the current oil price. If the price falls even lower, it will become unprofitable for many regions of the US.
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