EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

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.