Venezuela: Outlook and Market Implications
Verisk Maplecroft
Fri 09 Jan 2026 - 16:00 CET / 15:00 GMT / 10:00 EST
Summary
Jimena and Eileen discussed a fragile post Maduro outlook in which US led containment prioritises stability and oil production over political transition boosting short term market confidence while unresolved governance failures security risks and complex debt reconciliation sharply constrain Venezuela’s long term economic and investment recovery.
Topics
● US priorities and the outlook for political change in Venezuela
● The durability of any Washington-Caracus understanding going forward.
● Outlook for sanctions easing and debt restructuring.
● Prospects for economic recovery in Venezuela, including oil sector opportunities.
● Impact on Latin America geopolitics in 2026, including US-China competition and US influence on upcoming election in Peru, Colombia and Brazil.
