Bloomberg Surveillance Single Best Idea with Tom Keene: Edward Morse
4 snips
Jan 5, 2026 Edward Morse, a senior energy analyst at Hartree Partners with extensive experience in oil markets, dives into Venezuela's oil crisis. He discusses the complexities of Maduro's survival and the U.S. leverage over the country. Morse reveals the stark contrast between Venezuela's vast oil reserves and the reality of its production challenges. He emphasizes the institutional rebuilding necessary to attract investment and revitalize the oil sector. The conversation blends market insights with geopolitical analysis, making it a vital listen for energy enthusiasts.
AI Snips
Chapters
Transcript
Episode notes
Veteran Expert Introduction
- Tom Keene jokes about Edward Morse's longevity and storied career to introduce his authority.
- He cites Morse's roles at Citigroup, the Council on Foreign Relations, and Hartree Partners as credentials.
Homecoming Highlights Contrast
- Returning to the U.S. after travel highlights how unique domestic stability feels compared with crises abroad.
- Tom Keene frames Edward Morse's perspective as valuable context for current geopolitical events.
Maduro's Removal Means Hard Transition
- Edward Morse says removing Maduro would trigger a major shift and force cooperation with the U.S.
- He warns the government's options are limited and any transition will be difficult and prolonged.