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. 所以現在是可以考慮短炒賺些外快的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. 我認為在一段時間以後油價會走回平衡，不會很高也不會降到很低。
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. 我是不大喜歡投資石油公司的，雖然多年前被一個朋友，做oil & gas hedging 的fund manager “引導著“買進過一筆，10多年來上上下下的也就2 folds, 很是心痛我的那筆鈔票，和壓著枕頭底下也沒什麽差別，還不如去賣掉在2019放進我的BTC投資裏呢LOL
