🇺🇸🇻🇪 U.S. – VENEZUELA: MARKET IMPACT BREAKDOWN

This isn’t about politics or morality.
Markets don’t trade narratives.
Markets trade consequences.

The real issue: HEAVY OIL.

Venezuela holds ~303B barrels — the largest oil reserves on Earth.
The catch? Most of it is heavy crude:

Capital-intensive

Infrastructure-dependent

Technically complex

Years of sanctions didn’t erase reserves — they destroyed production:

Infrastructure collapsed

Capital fled

Output cratered

Now look at the U.S. reality:

Home to 6 of the world’s largest heavy-oil refineries (TX & LA)

Heavy-oil imports rose from ~15% (1980) → ~70% today

This is a structural match, not a coincidence.

If U.S. majors re-enter and rebuild:

📈 Corporate profits expand

💰 Tax revenues increase

🔐 Energy security improves

Markets will price this setup first.
Politics always follows — never leads. 🚀