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Tankers, Sanctions and the Energy Transition: Venezuela’s Ripple Effect

Venezuela and oil headlines ripped through markets in a week where clean energy stocks mostly held their ground, revealing why renewables now trade more on rates, policy risk and financing than on crude oil.

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Key Messages The Venezuelan oil sector is greatly deteriorated by nearly 30 years of energy nationalism and a decade of US sanctions. Three basic scenarios: legitimate government open to foreign investment, exclusive realignment with the United States (US) and power vacuum indefining. The repercussions on the oil markets will be limited, but worrying for some of Venezuela's traditional allies. President Donald Trump's Monroe doctrine and his ene…

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realinstitutoelcano.org broke the news in on Thursday, January 15, 2026.
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