The Connectors -A Random Walk Through Venezuelan Consequences
The consequences of the fall of Maduro entail:
1. US focus on spheres of influence and global energy and strategic mineral dominance.
2. Geopoltical contagion to states like Cuba & Iran.
3. Misplaced optimism about global oils supply.
4. China & Russia seeing justification in US action in Venezuela for their own territorial ambitions.
There are many short and long term portfolio implications for: US oil majors; the oil price. the USD - but most of them are temporary.
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