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Investors see some oil companies as big winners with the U.S. forcing a change of leadership in Venezuela. This morning, we'll hear how U.S. oil companies are faring in light of the news. Then, we'll provide some context for oil production and chat about global demand, what it'd take to develop Venezuela's infrastructure to help spark production, and learn how long it would take for U.S. oil companies to be reimbursed for investments.