1st, my 2 cents on recent Venezuela’s event----

来源: 2026-01-04 12:00:32 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

due to the ongoing geopolitical uncertainties of the recent U.S. military intervention and capture of Venezuela’s President, oil prices, in my opinion, most likely will experience a short-term upward pressure. 所以现在是可以考虑短炒赚些外快的LOL

However, in the long run, the market’s trajectory will remain largely in OPEC’s hands, with any potential increase in Venezuelan supply likely to exert downward pressure only gradually, as significant production growth is not expected imminently. Tho, with this said, 
Venezuela’s current oil production hovers around 1 million barrels/day, doubling this level could be achievable with targeted investments and operational enhancements, but tripling it, I think it’d require massive CAPEX, consequently, I don’t anticipate this development causing a drastic drop in oil prices in the foreseeable future either. 我认为在一段时间以后油价会走回平衡,不会很高也不会降到很低。

From my experience working with oil and gas majors, short-term trading in the sector could present opportunities amid the current tensions, but long-term RORs likely to stay modest, given risks of global oversupply. 我是不大喜欢投资石油公司的,虽然多年前被一个朋友,做oil & gas hedging 的fund manager “引导着“买进过一笔,10多年来上上下下的也就2 folds, 很是心痛我的那笔钞票,和压着枕头底下也没什么差别,还不如去卖掉在2019放进我的BTC投资里呢LOL