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01-07-26  savo

this is what a colony looks like:

Brent crude futures fell after a Truth Social post from President Trump said officials in Venezuela will transfer "30 to 50 MILLION barrels of high-quality, sanctioned oil" to the U.S.

"This oil will be sold at its market price, and that money will be controlled by me, as President of the United States of America, to ensure it is used to benefit the people of Venezuela and the United States," Trump said.

He added, "I have asked Energy Secretary Chris Wright to execute this plan immediately. The oil will be taken by storage ships and brought directly to unloading docks in the United States."

The US ambassador to the United Nations on Monday said that enemies of his country cannot be allowed to control vast oil reserves, such as the ones in Venezuela under President Nicolas Maduro.

Mike Waltz spoke less than two hours before Maduro made his first court appearance, not far from UN headquarters in Manhattan. Maduro is charged with narco-trafficking, among other charges, and has pleaded not guilty. "We're not going to allow the Western Hemisphere to be used as a base of operation for our nation's adversaries," Waltz said. "You cannot continue to have the largest energy reserves in the world under the control of adversaries of the United States, under the control of illegitimate leaders, and not benefiting the people of Venezuela."

He insisted, however, that despite the US president himself saying that his administration will be "running" Venezuela, the US will not be "occupying" the Latin American nation. "There is no war against Venezuela or its people," Waltz told the UN Security Council (UNSC). "We are not occupying a country."

01-06-26  savo

The psycho can't keep her mouth shut for one day.

María Corina Machado, la líder del partido de oposición de Venezuela, dijo que la presidenta interina Delcy Rodríguez es «quizá incluso más despiadada» que su predecesor Nicolás Maduro.

01-06-26  pillz

Venezuela’s Rule by Fear Endures After Maduro Capture: Photos

https://www.bloomberg.com/news/features/2026-01-06/venezuela-s-rule-by-fear-endures-after-maduro-capture-photos?srnd=homepage-americas

01-06-26  savo

No more nonsense...




01-06-26  savo

Finalmente, la tercera condición estipula la expulsión definitiva de agentes de inteligencia y redes de influencia provenientes de Irán, Cuba y otros países hostiles a los intereses de seguridad de los Estados Unidos. Estas demandas buscan reconfigurar la política exterior venezolana y alinearla con los estándares de seguridad hemisférica.

01-06-26  savo

is this true?

Estados Unidos estaría sopesando el levantamiento de sanciones a Venezuela
Por Redaccion/RG
6 de enero de 2026
en Actualidad, Política



Redacción (ALN).- El Gobierno de Estados Unidos ha iniciado evaluaciones para la posible eliminación de las sanciones económicas contra Venezuela, abriendo la puerta a que el país recupere el acceso a sus activos financieros internacionales.

Esta medida surge como consecuencia directa de la operación militar ejecutada el pasado sábado por orden de la Administración Trump, en la cual un equipo de fuerzas especiales detuvo a Nicolás Maduro y a su esposa, Cilia Flores, tras una serie de bombardeos tácticos en puntos neurálgicos de Caracas como Fuerte Tiuna y el aeropuerto de La Carlota.

En este nuevo contexto político, funcionarios estadounidenses han establecido canales de comunicación con Delcy Rodríguez, quien ha asumido la presidencia encargada tras la captura del mandatario.

Para proceder con el levantamiento de las restricciones financieras, la Casa Blanca ha planteado tres exigencias fundamentales e innegociables al nuevo mando en el Palacio de Miraflores. En primer lugar, se exige el cese total del flujo de drogas desde territorio venezolano hacia el exterior; en segundo término, el Estado debe detener de inmediato la venta de petróleo a naciones consideradas adversarias de Washington.

https://alnavio.es/estados-unidos-estaria-sopesando-el-levantamiento-de-sanciones-a-venezuela-tras-la-captura-de-maduro/

01-06-26  spal

"This is a work of fiction. All names, characters, businesses, places, events, and incidents in this book are either the products of the author's imagination or used in a fictitious manner. Any resemblance to actual persons, living or dead, or actual events is purely coincidental."

;)

01-06-26  Merlino

Just a fortunate coincidence I guess that after years going and coming the sale was agreed upon a short time before maduro’s abduction

01-06-26  spal

Citgo's enterprise value pre-sale was estimated at $13 billion by court advisors and up to $18 billion by Venezuelan officials, making Elliott's $5.9–7.3 billion acquisition a significant discount.


Post-Maduro capture, its value has surged due to anticipated sanction lifts and regime stability, potentially valuing the assets closer to $13–18 billion or higher with improved operations. As of January 6, 2026, the deal positions Elliott to benefit from rising asset values amid U.S.-led rebuilding efforts in Venezuela, with Citgo's refineries (e.g., the 479,000 bpd Lake Charles facility ranked among the top 10 most competitive on the Gulf Coast) driving cash flows


01-06-26  spal

Copper racing to an all time high has driven this (although first copper at Florence will be announced at any day and this is important). At these levels copper has overshot, but that's markets. A bit piece is stockpiling in the US based on speculation of tariffs from the great orange man in the whitest of houses.

01-06-26  spal

TGB ... retail enthusiasm right now ... sentiment driven, but may have legs ... Hudbay shows how. I have not trimmed, but trail stops

01-06-26  spal

TDW ... leading marine service co to offshore ... bumping back up.

01-06-26  spal

on

01-06-26  spal

Rolls Royce continued to rally in defense orders ...

01-06-26  spal

TRMD is a "range" play BTW ... $23 is target and then stops go on.

01-06-26  spal

TRMD ... play on sanctions and interdiction of ghost fleet ... Torm is a major clean petroleum transporter.

01-06-26  spal

BORR
BORR DRILLING LTD

Adding ... jackup rigs ... resource nationalism play

01-06-26  spal

Copper - ripping

01-06-26  savo

spal.. oil is a very complex business.


I receive good research from my bank and read a lot about it.

Suffice to say that many countries are exporters and importers at the same time of different grades or from different locations.

The US is one of those and given its proximity is the natural client of veni. You know all that.

The interesting part is that the misguided policy that started with Obama could change in one of two ways. Normalizing or Colonizing.

They chose the latter.

Oil is not the only factor though...other metals are too.

In any case.. i do not buy the cheap oil story and I do not think it will last whatever wall street says. Who knows what kind of deal Trump might have agreed with the saudis to keep oil prices low. But that has an expiry date,

The US is preparing for future events.


01-06-26  Merlino

Concerning oil it might pay more to keep the crude off the market.
..........................................
This is one of the main risks. The other main one is to dismiss some kind of creditors like bondholders. I think/hope these risks will not materialize then I am holding neither trimming nor selling. What about other colores?

My rough evaluation is that people paying 35-38 for pdvsa papers considering current risks (and relative lack of liquidity) expect at least a double from current price levels and they may have some info about where things are going

01-06-26  pillz

A group of Venezuela's creditors discussed how the US ouster of President Nicolas Maduro will affect their ability to recoup some of their investment in Venezuela's defaulted debt.
The creditors are optimistic that negotiations could resume as soon as this year, and some anticipate that debt restructuring talks may begin if Venezuela's acting president manages to retain control and ease tensions with the US.
One proposal under consideration by the creditor committee would combine Venezuela's sovereign and oil-company debt into a single restructuring, using a type of oil-backed security to induce more creditors on board.

https://www.bloomberg.com/news/articles/2026-01-05/venezuela-bondholders-huddle-as-maduro-ouster-fans-payout-hopes?srnd=homepage-americas

01-06-26  spal

Veni is a big treasure ..too many people want it.

===

Not in any way close to the way you think.

The US wants to cap if possible the migrant flood - as to the neighboring countries. The US also wants China and Russia the fuck out of our backyard.

Concerning oil it might pay more to keep the crude off the market. It like any ... repeat any resource ... is only of value if can be produced and delivered to a market. None of this is really in the hands of the Venezuelans in the way it is generally understood.

01-06-26  panasonic

Apparently there was a messy situation with some drones and soldiers got nervous and fired.

Several gangs operate inside Veni, we'll see how that plays out.

01-06-26  victor

EE.UU. se prepara para interceptar un petrolero vinculado con Venezuela pese a los reclamos de Rusia, según fuentes

01-06-26  savo

a counter coup was expected... the question is who is giving it.. the ELN and its associates (may be with Chinese and Russian support) or the MariaCorines.

Veni is a big treasure ..too many people want it.


01-06-26  carib

Panas: thanks.
Personally, I hope they get rid of Diosdato &C.
A job half done rarely works.

01-06-26  carib

The Jerusalem Post has received multiple indications that the US is considering some intervention in the ongoing Iran protests. At the same time, Israel is also checking if the removal of Venezuelan leader Nicolas Maduro will make action against the Iranian regime possible.

It appears that Israel was surprised by America's intervention in Venezuela and that this action scrambled Israeli calculations about what might be possible in the Islamic Republic.

Until the intervention by US President Donald Trump in Caracas, most Israeli officials did not view the protests against Iran's Supreme Leader Ayatollah Ali Khamenei as necessarily approaching the volume necessary to achieve regime change.

01-06-26  panasonic

Carib, same info from several friends in ccs, Delcy in a "do or die" situation, we'll see.

01-06-26  carib

Videos difundidos en redes sociales aseguraron este lunes que se registraban presuntos enfrentamientos en las adyacencias del Palacio de Miraflores, sede del Ejecutivo venezolano, aunque la situación permaneció confusa durante varias minutos.

En distintos audiovisuales que circularon en plataformas digitales se escuchaban detonaciones y se observaba a grupos armados rodeando el perímetro del palacio presidencial, lo que dio lugar a especulaciones sobre un posible intento de golpe de Estado, especialmente por ocurrir horas después de la juramentación de Delcy Rodríguez como presidenta encargada.


01-06-26  carib

ft

Venezuela’s government has launched a crackdown in the wake of the US’s capture of Nicolás Maduro, arresting journalists and deploying paramilitary forces to suppress any show of support for the authoritarian leader’s ousting.

Gun-toting paramilitaries known as colectivos have been deployed to the streets of Caracas under a state of emergency announced on Monday, and media unions said 14 journalists and media workers — 11 from foreign media — have been detained.

01-06-26  victor

carib, Cuba just lost lifeline, then.

//

not necessarily.
i read somewhere the claudia s of mexico is increasing the quantities of oil mexico gives cuba, to make up for vz's oil.

01-06-26  savo

victor.. i agree with all of that.

Add to that Guaido and Lopez and the AN2015 in exile and the money that they stole from US aid, Citgo and Monomeros.

I would only add that EGU is a motherf***ing human excrement that went into the dutch embassy during the day of the election while MCM was asking people to go to the streets (many of which ended in jail or dead)...then made a deal to leave the country... and did not fulfill his commitments while his daughter and son in law were still in veni... the rest you know.




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