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2025 U.S. - Venezuela conflict

Both those options are big risks with a lot of logistic problems through multiple countries where a lot could get stolen, when they could simply export it via tankers.
I think they were talking about pipelines from the gulf coast refiniries to the midwest, or via rail from the gulf coast to the midwest.
 
But Canadian crude doesn’t go to the Gulf and it doesn’t look like the refineries in the Midwest that take our oil are hooked up to pipelines from the gulf that could substitute it? Correct me if I’m wrong.

By Keystone to Cushing, Oklahoma.
From Cushing to the Gulf by way of Keystone and Seaway.

Unlike Canada America maintains options.

We build one railway. We build one highway. We build one pipeline.

They build grids.


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More on oil. She’s a very knowledgeable Canadian analyst on the sector.


I said this before. There's this weird idea that oil majors are dying for places to invest. And they'll take any hellhole. But it's not true. Oilcos have been returning a ton of cash to shareholders. Who the heck can sell their shareholders on cutting the dividend to invest tens of billions in Venezuela? To the extent that some companies can salvage what operations are already there and improve output, they'll invest. Beyond that? I don't see it.

This isn't even a full coup. This looks like a palace coup with an American assist to put VP Rodriguez in place of Maduro. This doesn't look like a wholesale change in government and regime. They'll cut some deal with Rodriguez to kick out the Chinese, Russians and Iranians, and take back the refugees and hand over a nice chunk of oil revenue. And that'll probably be it. It's questionable how much actual investment goes there.
 
American equipment dominance on display again.


Makes you wonder how quickly Russia would last vs a US attack.

I have doubts that Venezuela represents a competent enough red force to even represent Russia on a small scale.
 
I said this before. There's this weird idea that oil majors are dying for places to invest. And they'll take any hellhole. But it's not true. Oilcos have been returning a ton of cash to shareholders. Who the heck can sell their shareholders on cutting the dividend to invest tens of billions in Venezuela? To the extent that some companies can salvage what operations are already there and improve output, they'll invest. Beyond that? I don't see it.

This isn't even a full coup. This looks like a palace coup with an American assist to put VP Rodriguez in place of Maduro. This doesn't look like a wholesale change in government and regime. They'll cut some deal with Rodriguez to kick out the Chinese, Russians and Iranians, and take back the refugees and hand over a nice chunk of oil revenue. And that'll probably be it. It's questionable how much actual investment goes there.

Well they could just end up creating a more lucrative kidnaping and ransom industry. I hear that is a common thing in South America when it comes to western oil execs and workers.
 
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If I was Denmark Id be talking with the EU to put a couple multinational battalions in Greenland along with a bunch Euro AA systems. Theyll never be used but it sends a signal of resolve.
I don't imagine Greenland would want "a couple multinational batallions" of EU soldiers in Greenland. Not least because the EU would, if current practice is any measure, immediately demand that Greenland then import several thousand Afghan and Syrian refugees.
 
I don't imagine Greenland would want "a couple multinational batallions" of EU soldiers in Greenland. Not least because the EU would, if current practise is any measure, immediately demand that Greenland then import several thousand Afghan and Syrian refugees.
Make Greenland the newest European arctic warfare training ground. Cycle troops through year round.
 
Further to that Shadow Fleet tanker the USCG was chasing out of Venezuela.
The one that painted a Russian flag on her side?
Apparently she is showing her True Colours (pace Cyndi Lauper)

Mama Russia has recognized her

 
I don't imagine Greenland would want "a couple multinational batallions" of EU soldiers in Greenland. Not least because the EU would, if current practice is any measure, immediately demand that Greenland then import several thousand Afghan and Syrian refugees.

What the heck do you see on your feed to get to the point you believe this?
 
Setting aside geopolitics, this looks like an incredibly successful military raid. The captured the HVT alive. They didn't lose any personnel or kit. Basically spent tens of millions last night in gas and ammo and got it done. Maybe few hundred million over the last few weeks?

And for that if they eliminate CRINK influence in Venezula, that is actually solid ROI.
 
 
Setting aside geopolitics, this looks like an incredibly successful military raid. The captured the HVT alive. They didn't lose any personnel or kit. Basically spent tens of millions last night in gas and ammo and got it done. Maybe few hundred million over the last few weeks?

And for that if they eliminate CRINK influence in Venezula, that is actually solid ROI.
That’s a solid point right there.
 
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