The David Lin Report U.S Seizes World's Largest Oil Reserves; 'Major Shocks’ To Hit Markets | Lior Gantz
Jan 7, 2026
Lior Gantz, founder of Wealth Research Group, dives into the geopolitical implications of the U.S. seizing Venezuelan oil. He discusses how this move embodies a revival of the Monroe Doctrine and reshapes global oil dynamics, especially concerning China. Gantz predicts significant market volatility in 2026, driven by collapsing old rules and aggressive Fed actions. He also explores the contrasting roles of gold and silver in the emerging economic landscape, emphasizing new power dynamics and potential in mining jurisdictions like Africa.
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U.S. Reasserts Regional Control
- The U.S. taking control of Venezuelan oil reasserts Western Hemisphere dominance and shifts regional geopolitics.
- Lior Gantz says this move reduces Chinese influence and creates new leverage for U.S. policy in Latin America.
Don't Assume Oil Falls Farther
- Expect near-term oil price weakness but limited downside due to U.S. producers' break-even levels.
- Monitor production economics before assuming a prolonged price decline, per Lior Gantz.
Control Changes Global Oil Dynamics
- Controlling Venezuela's reserves lets the U.S. dictate oil flows and negotiate new terms with buyers like China.
- Gantz argues this changes global supply dynamics and creates strategic bargaining power.