Two or Three stock ideas to play Venezuelan situation. Coming Tomorrow.
A New Era for Venezuela?
As of this weekend, the geopolitical landscape in South America has shifted violently. The long-standing stalemate is over: Nicolás Maduro has been removed from power, and the United States has signaled a direct, hands-on approach to stabilizing the country.
The core updates you need to know:
Regime Change: The Maduro administration has collapsed following a U.S. military operation. President Trump has stated the U.S. will effectively “run” the transition to ensure stability.
The “Trump Promise”: The White House has explicitly mentioned mobilizing major U.S. oil companies to “fix the badly broken infrastructure” and get the oil flowing again.
The Economic Reality: Venezuela holds the world’s largest proven oil reserves (approx. 300bn barrels), yet it currently pumps a fraction of its potential (~1-2m barrels/day). The infrastructure is shattered, the debt is massive ($150bn+), and the economy is effectively dollarized.
The Investment Thesis: The play is the “Reconstruction Trade.” Ideas tomorrow