上麵說的是oil/gas companies, 下麵說說我對midstream pipeline firms的想法——

來源: 2026-01-04 12:06:59 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

due to the intervention in Venezuela, there might be short-term disruptions to exports and transportation which paralyzing Venezuelan oil exports, this most likely will cause pipeline challenges, in the short-term. I personally think the midstream firms' stock prices may drop (through the next few weeks...)

However, for long-term impacts, this event could open the door for US midstream pipeline and storage companies to invest billions in revitalizing Venezuela's infrastructures.... and catalyze long-term growth through reconstruction and expanded operations if Trump's efforts succeed. :)