Venezuela’s Oil Revival: Opportunity or False Dawn?

The geopolitical landscape shifted overnight with recent U.S. actions in Venezuela, catching the energy community off guard.

Watch this session with Chris Baker (Director E&P Research at Evercore) and Xavier Smith (Director of Research, Energy & Industrials at AlphaSense) for a deep-dive session into the potential beneficiaries and pitfalls. Energy firms must now weigh the potential of the world's largest proven reserves against large capital expenditure requirements and political instability.

This session explored:

• What specific political milestones are required before firms gain the confidence to greenlight major capital expenditure?
• At what price per barrel does Venezuelan crude move from risky asset to profit engine?
• Which E&P firms and oilfield service providers are structurally best-positioned to dominate a Venezuelan resurgence?