WH hints of military invasion of Venezuela

osuwhit said:
I’ve known two different Conoco families from Ponca (yep, pre merger old school days) that had to flee two different countries when there was a hostile government take over.

Venezuela and Indonesia. They were rushed to company planes and flown out before they could be harmed. I don’t see these companies being hunky dory about a return to a hostile environment in need of a compete infrastructure upgrade.
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Our employees in the mid 90s were flown in and taken w armed security and escort to a gated compound in Venezuela. For 3 month stints they were not allowed to leave the compound. They’d fly home for 2 weeks and then go back for 3 months.
 
osuwhit said:
This is what I was wondering. Who’s taking the risk?
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He’s already promised subsidies. You, the mark and I are carrying the risk. End of day our upside is squat unless we double down and invest in O&G/midstream/service/drillers that go in.

Meanwhile, if successful O&G companies that go in could in 10-20 yrs begin to show an roi on unrisked capex. Trump gets to keep raking in “PAC donations” and favorable contracts for family members.

Rinse and repeat.

Side note is that this will take billions upon billions and years. As the anonymous source said “who would go in.” Same applies to banks. These companies all have banking groups with defined risk tolerances and controls. O&G would be required to protect cash flow to ensure debt is paid. How do you even begin to layoff risk in this one? They would be required to hedge price at certain production levels. Those agreements have covenants specifically tied to hedging/risk. Fall out of compliance and you default. Default here depending on corporate structure and of course language and you literally risk default in other areas. Kinda like a big game of Jenga.

1) How do you even begin to model production curves in order to build total field output?

2) With the price of oil thru 2037 currently near or below $60/bbl who wants to sell future bbls at those prices?

These are just basics, so how would a bank group begin to structure tens of billions of dollars in debt that will be needed when in 4 or 8 yrs a future president (at this point it could be an R as likely as a D) w one social media post ends the whole thing.

Like 99% of what we live in today it’s just one man’s fantasy land w no connection to reality and most people know this.

But hey we’re shooting protestors, deporting brown people and not chopping weeners off school boys.
 
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Major U.S. oil executives expressed caution about President Donald Trump’s push for them to spend at least $100 billion to rebuild Venezuela, with the head of Exxon Mobil Corp. calling the nation currently “uninvestable.”

www.threads.com

The Dallas Morning News (@dallasnews) on Threads

Major U.S. oil executives expressed caution about President Donald Trump’s push for them to spend at least $100 billion to rebuild Venezuela, with the head of Exxon Mobil Corp. calling the nation currently “uninvestable.”
www.threads.com www.threads.com
 
Polds4OSU said:
Major U.S. oil executives expressed caution about President Donald Trump’s push for them to spend at least $100 billion to rebuild Venezuela, with the head of Exxon Mobil Corp. calling the nation currently “uninvestable.”

www.threads.com

The Dallas Morning News (@dallasnews) on Threads

Major U.S. oil executives expressed caution about President Donald Trump’s push for them to spend at least $100 billion to rebuild Venezuela, with the head of Exxon Mobil Corp. calling the nation currently “uninvestable.”
www.threads.com www.threads.com
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"Univestable" is right! It doesn't sound like Venezuela has become safe enough for American oil company execs or workers to dare be brave enough to go there. Will Trump end up deciding that 1000s of troops are needed on the ground? Who knows this early?

Security Alert Venezuela: January 10, 2026: Do Not Travel to Venezuela; Depart Immediately.
https://ve.usembassy.gov/security-a...o-not-travel-to-venezuela-depart-immediately/
 
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Trump and Rubio are doing such a great job running Venezuela that the U.S. is now warning Americans to leave Venezuela to escape armed militias.

And they want U.S. companies to go to Venezuela? No way companies will do that.

Trump’s Venezuela operation is a disaster.

US issues security alert for Americans in Venezuela to leave country | Fox News

Americans in Venezuela warned to leave immediately as armed militias reportedly set up roadblocks searching for U.S. citizens, according to new U.S. Embassy Caracas security alert.
www.foxnews.com www.foxnews.com
 
President Trump said that he is “inclined” to keep ExxonMobil out of Venezuela after its top executive was skeptical about oil investment efforts in the country after the toppling of former President Nicolás Maduro.
www.threads.com

The Associated Press (AP) (@apnews) on Threads

President Trump said that he is “inclined” to keep ExxonMobil out of Venezuela after its top executive was skeptical about oil investment efforts in the country after the toppling of former President Nicolás Maduro.
www.threads.com www.threads.com
 
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