07/01/2026
“特朗普的委内瑞拉震撼令能源市场猛然苏醒”
美国总统特朗普推动推翻委内瑞拉总统马杜罗的行动，使长期低迷的石油市场重新活跃，尤其是被认为能从廉价委内瑞拉原油中受益的美国能源类股票。
进入 2026 年不到一周，美国大型石油公司雪佛龙的股价已上涨 8%，炼油企业 Valero Energy 的涨幅更达到 11%。
特朗普表示，美国政府可能会补贴那些“将帮助重建委内瑞拉”的能源公司，并承诺让美国企业在委内瑞拉于 18 个月内恢复运作。
媒体报道指出，美国能源部长 Chris Wright 预计将在本周稍晚与美国主要石油公司高层会面，因为在军方抓捕马杜罗之前，埃克森美孚和雪佛龙都未被事先咨询。
截至目前，标普 500 能源指数在 2025 年已上涨 5%，明显高于整体标普 500 的 0.4% 涨幅。
文案摘自Tom Kool
Editor, Oilprice.com
Trump’s Venezuela Shock Jolts Energy Markets Awake
- Trump’s ouster of Venezuelan President Nicolas Maduro has breathed new life into stale oil markets, particularly for US equities that are believed to benefit from cheap Venezuelan crude.
- Even though less than a week has passed so far in 2026, shares of US oil major Chevron are already up 8% since the beginning of the year, with refiner Valero Energy posting an even more impressive 11% jump.
- US President Trump has also stated that the government could subsidize energy companies that ‘will help rebuild Venezuela’, pledging to have US firms in Venezuela ‘up and running’ in less than 18 months.
- According to media reports, US Energy Secretary Chris Wright is expected to meet top executives from US oil companies later this week after it transpired that neither ExxonMobil nor Chevron were consulted before the military capture of Maduro.
- The S&P 500 Energy index has risen by 5% in 2025 to date, compared to a 0.4% increase in the wider S&P 500.
From Tom Kool
Editor, Oilprice.com
