CNA938 Rewind - Trump’s Venezuela Oil Pivot Sparks Rally—But Can Output Really Rebound?
Energy markets are reacting to signs the Trump administration may loosen the path for Venezuelan crude, lifting Chevron and U.S. refinery stocks. But any “oil restart” hinges on tough realities—sanctions clarity, security, aging infrastructure, and whether majors will invest upfront to recover long-standing debts. The big question for 2026: can Venezuela add meaningful supply fast enough to matter, or will OPEC+ moves and geopolitics blunt the impact on global prices? Andrea Heng and Rani Samtani speak with Vandana Hari, Founder & CEO, Vanda Insights