While market analysts have spent years debating the impact of the US Federal Reserve’s interest rate path or the rise of Artificial Intelligence, a more potent driver of global economic value may have just emerged from the geopolitical upheaval in Venezuela.
The dramatic US-led operation resulting in the capture of Nicolás Maduro has placed the world’s largest oil reserve base — 303 billion barrels — directly under American operational influence, a move that could fundamentally reshape inflation, national security, and US equity valuations for years to come, wrote Joel Shulman, an investment-related contributor of Forbes.
President Donald Trump’s declaration that Washington will be “very strongly involved” in the Venezuelan oil industry signals a transition from sanctions-based policy to direct administrative stewardship.