Earn Your Leisure

Venezuela, Oil, & the Investments Set to Benefit

Jan 7, 2026
Ian Dunlap, a market commentator known for his insights on oil and commodities, joins the discussion to dissect Venezuela's geopolitical impact on the oil market. They explore the recent court hearing of Venezuela’s ousted president, the potential benefits for U.S. companies like Chevron and ExxonMobil, and the moral dilemmas surrounding investments tied to such turmoil. With key ETFs in focus, they debate how long the oil trade will remain viable amidst ongoing volatility, shedding light on complex issues of ethics and strategic alignment.
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INSIGHT

Short-Lived Oil Trade Opportunity

  • Ian Dunlap names Schlumberger, Chevron, and ExxonMobil as immediate beneficiaries of Venezuela unrest.
  • He warns the oil trade may be short-lived and is mainly a near-term trading story.
INSIGHT

Venezuela's Heavy Crude Limits Output

  • Rashad Bilal explains Venezuela's crude is very thick and harder to refine than Saudi oil.
  • He notes sanctions and poor refining capacity limit Venezuela's near-term export potential.
ADVICE

Trade Energy ETFs And Service Names

  • Consider energy ETFs like XLE and related service companies for quick exposure to the move.
  • Also note names like Halliburton, Baker Hughes, and ConocoPhillips as relevant picks.
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