U.S. Resumes Venezuelan Oil, Strengthens Regional Supply, and Repositions Geopolitical Dispute in Oil and Gas in the Americas

Written by Corporativo

Published on 23/01/2026 at 16:28

Be the first to react!

Understand How Access to Venezuelan Oil and Production in Guyana Redraw, in the Short and Medium Term, the Strategy of the United States, While China and Europe Evaluate Cautious Responses.

Since 2024, with the resumption of U.S. access to Venezuelan oil, the regional energy landscape has been reassessed. Initially, however, there is no expectation of immediate advancement in U.S. intentions on the continent. This is because, in the medium term, the supply is already sufficient to meet U.S. strategic interests.

Furthermore, the production already secured in Guyana, led by ExxonMobil, complements this balance. Thus, the combination of Venezuela and Guyana reduces the need for new direct offensives in the oil and gas sector in the Americas. Consequently, the focus tends to shift to other economic and commercial fronts.

In this context, although oil remains central, pressure may grow in parallel strategic sectors. Especially, rare minerals and critical supply chains come into focus, areas where China has expanded its presence over the past decade. Therefore, the geopolitical dispute may intensify outside the traditional energy axis.

ARTICLE CONTINUES BELOW

International Repercussions and Strategic Reactions

Meanwhile, Europe observes the movement with caution. In light of tensions with the United States, exacerbated since 2022 by the war in Ukraine, the European reaction tends to be restrained. Although there are public condemnations, the likelihood of incisive practical actions remains low.

At the same time, China emerges as the actor with the most maneuverability. On one hand, Beijing can formally condemn the actions, increasing diplomatic and international political pressure. On the other hand, there is the possibility of a more assertive stance, taking advantage of an environment of heightened global tensions.

In this case, Taiwan appears as a sensitive point. Historically, the issue holds a central place in Chinese foreign policy. Thus, a more unstable international environment could be interpreted as a strategic window, although no concrete actions have been announced so far.

Sufficient Energy Supply and Short-Term Limits

Therefore, in the short and medium term, the available oil supply reduces incentives for aggressive movements in the American continent. In effect, access to Venezuelan oil, combined with Guianese production, meets the immediate energy needs of the United States.

Moreover, energy sector specialists, consulted for market analyses in 2024 and 2025, highlight that the current repositioning is more political than operational. Thus, deep structural changes tend to occur gradually, not abruptly.

In summary, the scenario points to a strategic reorganization, in which oil and gas remain relevant, but the competition expands to critical minerals and commercial influence. Meanwhile, Europe and China observe, calculate risks, and adjust their narratives, without immediate large-scale responses.

In light of this delicate balance, the question that remains is: will global competition remain contained or open the door for bolder moves in the coming years?

Credit: Rodrigo Leite, Professor of Finance and Managerial Control at Coppead/UFRJ

U.S. Resumes Venezuelan Oil, Strengthens Regional Supply, and Repositions Geopolitical Dispute in Oil and Gas in the Americas

Understand How Access to Venezuelan Oil and Production in Guyana Redraw, in the Short and Medium Term, the Strategy of the United States, While China and Europe Evaluate Cautious Responses.

International Repercussions and Strategic Reactions

Sufficient Energy Supply and Short-Term Limits

With billions in loans, China is rebuilding Nigeria’s railway network from scratch, abandoning the British colonial tracks that have turned to scrap and creating a corridor of over 1,300 km to take the load off the roads of Africa’s largest economy.

A British company has installed in the middle of the ocean the world’s first floating platform that generates electricity 24 hours a day from the temperature difference between the surface and the depths of the Atlantic, without relying on wind or sun.

China is building an artificial island in the middle of the sea, covering 20 km², to construct the largest offshore airport in the world, the Dalian Jinzhouwan. This $4.3 billion project is anchored on more than 3,000 pillars embedded in the rock beneath the ocean and is scheduled to open in 2035.

Forget petroleum-based asphalt: a Scottish company transforms 684,000 plastic bottles into one kilometer of road that is 60% more resistant and up to 10 times more durable, and the technology has already started replacing traditional asphalt in more than 30 countries.

A robot named Walter does the work of five bricklayers per hour and can save the construction industry, where the average age of professionals is 46 years and almost no one wants to learn the trade anymore, in the United Kingdom.

Austrian engineers have developed an inflatable concrete technology that transforms flat slabs into domes using only air pressure, eliminating scaffolding and temporary forms, and potentially changing the way bridges, tunnels, and curved roofs are constructed worldwide.

The James Webb telescope spotted a planet 700 light-years from Earth with mornings full of sand clouds and nights with clear skies, the temperature difference between the two hemispheres reaches an impressive 170 degrees.

Placing a PET bottle filled with water or sand inside the toilet tank is an old plumber’s trick that reduces the volume of each flush and can save up to 300 liters of water per month, without any construction work, without replacing parts, and at zero cost.

Brazilian soybean meal exporters may gain a window of opportunity in Asia after India canceled export contracts for the first time since 2021, creating room for Brazil to supply buyers such as Vietnam, Bangladesh, and Japan.

World’s best-selling pesticide becomes a target in Brazil, puts Anvisa against the wall, and opens a giant dispute over health, crops, and the environment.

End of the worker who carries weight and does everything alone on the construction site: 6-meter robot welds, cuts, does carpentry, and prints concrete walls on the same site without changing equipment and can replace millions of workers.

U.S. Resumes Venezuelan Oil, Strengthens Regional Supply, and Repositions Geopolitical Dispute in Oil and Gas in the Americas

Understand How Access to Venezuelan Oil and Production in Guyana Redraw, in the Short and Medium Term, the Strategy of the United States, While China and Europe Evaluate Cautious Responses.

International Repercussions and Strategic Reactions

Sufficient Energy Supply and Short-Term Limits

With billions in loans, China is rebuilding Nigeria’s railway network from scratch, abandoning the British colonial tracks that have turned to scrap and creating a corridor of over 1,300 km to take the load off the roads of Africa’s largest economy.

A British company has installed in the middle of the ocean the world’s first floating platform that generates electricity 24 hours a day from the temperature difference between the surface and the depths of the Atlantic, without relying on wind or sun.

China is building an artificial island in the middle of the sea, covering 20 km², to construct the largest offshore airport in the world, the Dalian Jinzhouwan. This $4.3 billion project is anchored on more than 3,000 pillars embedded in the rock beneath the ocean and is scheduled to open in 2035.

Forget petroleum-based asphalt: a Scottish company transforms 684,000 plastic bottles into one kilometer of road that is 60% more resistant and up to 10 times more durable, and the technology has already started replacing traditional asphalt in more than 30 countries.

A robot named Walter does the work of five bricklayers per hour and can save the construction industry, where the average age of professionals is 46 years and almost no one wants to learn the trade anymore, in the United Kingdom.

Austrian engineers have developed an inflatable concrete technology that transforms flat slabs into domes using only air pressure, eliminating scaffolding and temporary forms, and potentially changing the way bridges, tunnels, and curved roofs are constructed worldwide.

The James Webb telescope spotted a planet 700 light-years from Earth with mornings full of sand clouds and nights with clear skies, the temperature difference between the two hemispheres reaches an impressive 170 degrees.

Kia emerges with the “ugliest pickup truck in the world”: even with a 2.2 turbo diesel engine with 210 hp, 4×4 traction, a capacity of 3.5 tons, and a goal of 20,000 annual sales, the Tasman sells only 320 units and becomes a problem for the brand in Australia.

Kia emerges with the “ugliest pickup truck in the world”: even with a 2.2 turbo diesel engine with 210 hp, 4×4 traction, a capacity of 3.5 tons, and a goal of 20,000 annual sales, the Tasman sells only 320 units and becomes a problem for the brand in Australia.

Country ‘tears’ the sea with 340-meter underwater tunnels under the Atlantic to capture saltwater and build a megaproject capable of producing up to 100 million liters of drinking water per day in West Africa.

Country ‘tears’ the sea with 340-meter underwater tunnels under the Atlantic to capture saltwater and build a megaproject capable of producing up to 100 million liters of drinking water per day in West Africa.

Country ‘tears’ the sea with 340-meter underwater tunnels under the Atlantic to capture saltwater and build a megaproject capable of producing up to 100 million liters of drinking water per day in West Africa.

Placing a PET bottle filled with water or sand inside the toilet tank is an old plumber’s trick that reduces the volume of each flush and can save up to 300 liters of water per month, without any construction work, without replacing parts, and at zero cost.

Brazilian soybean meal exporters may gain a window of opportunity in Asia after India canceled export contracts for the first time since 2021, creating room for Brazil to supply buyers such as Vietnam, Bangladesh, and Japan.

World’s best-selling pesticide becomes a target in Brazil, puts Anvisa against the wall, and opens a giant dispute over health, crops, and the environment.

End of the worker who carries weight and does everything alone on the construction site: 6-meter robot welds, cuts, does carpentry, and prints concrete walls on the same site without changing equipment and can replace millions of workers.