Trump's Venezuela Move Could Delay Global Peak Oil Supply By Decades

2026-01-13 12:41:47 ET

Investment thesis.

As is most often the case with geopolitical events, there are many interpretations of the factors or reasons behind the occurrence. The US decision to remove the Maduro regime by arresting him and putting him on trial is no different. Keeping in mind that my interpretation of the events is just as relevant as anyone else's, I want to offer my interpretation that, if I happen to be correct, is highly relevant for investors. As I shall explain, in the 21st century, we are living mostly on surplus oil ( CL1:COM ) discovered in the 20th century, which is being extracted at higher rates of recovery, supplemented by unconventional oil produced from US shale or Canadian oil sands....

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