CNBC's "Fast Money" Energy Climbs After Maduro Capture, And An Exclusive Interview with Nvidia’s CEO 1/5/26
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Jan 5, 2026 Halima Croft, the Global Head of Commodity Strategy at RBC Capital Markets, shares her insights on the recent U.S. capture of Venezuelan leader Nicolas Maduro and its implications for oil markets. She discusses the risks and challenges of U.S. companies reentering Venezuela and the long-term decline of its oil production. Additionally, Jensen Huang, CEO of Nvidia, dives into advancements in AI and robotics, unveiling exciting new technologies from CES, including autonomous vehicle software and hardware innovations that promise to reshape the tech landscape.
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Markets Buy Geopolitical Reaction Quickly
- Markets bought energy stocks immediately after the U.S. capture of Nicolas Maduro despite long timelines for Venezuelan oil recovery.
- Traders favored oil services and defense names as short-term plays on geopolitical shifts.
Venezuela's Oil Revival Is A Long Road
- Venezuela's oil decline stems from decades of mismanagement, militarization, and deteriorated infrastructure.
- Restoring meaningful production will require security guarantees and massive capital, making near-term revival unlikely.
Don’t Expect Swift U.S. Oil Reentry
- Expect U.S. oil companies to be cautious about re-entering Venezuela without clear terms and security guarantees.
- Do not assume rapid capital deployment; companies need legal and operational clarity first.