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The Venezuelan Oil Deal- Shades of Conrad’s Nostromo
The Venezuelan Oil Deal- Shades of Conrad’s Nostromo The “deal” could lift Venezuelan oil output from 1.25mn bpd to 3mn bpd within five years, requiring about US$100bn of investment. Bigger numbers will be advertised. This is the plausible case. That would add roughly 1-2% to glo…
Venezuela: Now Comes the Hard Part!
Venezuela: Now Comes the Hard Part! This analysis focuses on the reasons why there is no bonanza in waiting for the US in terms of Venezuelan oil capture. In brief: It's the wrong sort of oil and there is little global demand for it. Costs of getting it out of the gr…
The Connectors -A Random Walk Through Venezuelan Consequences
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…
Venezuela And Guyana - Not The Next Geopolitical Hotspot
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Politicalflashpoints
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Oil - Movers And Sheikhers Note
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Venezuela - Behind The Political Smoke Note
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.