Spencer Cutter

Spencer Cutter, a Bloomberg Intelligence analyst specializing in US energy, joins Damian Sassauer, an emerging-markets credit strategist, to discuss the complexities of investing in Venezuela post-regime change. They explore the enormous challenges for debt recovery and the massive capital needed to revitalize the oil sector. The duo highlights the potential for American and Canadian refineries, particularly Chevron, to benefit from Venezuela's heavy crude, while also examining how Chinese interests could shift amidst U.S. influence.