Orinoco Research

🇻🇪 Venezuela Macro Report | Q1 2026 📈 Access our latest political risk and macroeconomic report with: - Analysis of recent trends and developments. - Hard data. - Forecasts and scenarios. - Actionable intelligence. Find it here 👇 orinocoresearch.com/research-and-i…

Bloomberg: "A group of US oil executives met Venezuela’s president in Caracas last week and pressed for assurances the nation was safe to invest in as the Trump administration urges them to rebuild its beleaguered energy sector." bloomberg.com/news/articles/…

🇻🇪 Venezuela Macro Report | Q1 2026 "The central question is no longer whether Venezuela is opening up economically, but rather under what political structure, on what timeline, and to what level of sustainability. In our assessment, the next 24 months will be determined by the interaction of four key variables: • U.S. strategic priorities. • The government’s capacity to generate economic and social improvements. • Internal cohesion within the ruling bloc. • The opposition’s ability to capitalise on social discontent in the absence of economic relief." Access the full report here 👇 orinocoresearch.com/research-and-i…

Our Venezuela Macro Report for Q1 2026 covers: - Political risk scenarios. - The transformation inside the government. - The implications of U.S. recognition. - An overview of the economy. - Projections on the oil industry. - An analysis of new hydrocarbons and mining legislation. orinocoresearch.com/research-and-i…

Bloomberg: Representatives from the Venezuela Creditor Committee met for the first time with Trump administration officials last week, holding talks on their potential role in the nation’s economic recovery. bloomberg.com/news/articles/…

Reuters: "U.S. officials met this month with their Cuban counterparts in Havana, as Washington pushes for reforms of Cuba's ​state-led economy amid an energy crisis and a U.S. blockade on oil shipments to ‌the island." reuters.com/world/americas…

Rystad Energy: $100 oil could unlock 2.1 million bpd of additional South American crude supply — Offshore developments in Brazil, Guyana and Suriname represent the most immediate source of upside. rystadenergy.com/news/dollar100…

Bloomberg: Eni and Repsol plan to start exporting natural gas from Venezuela by the end of 2031 after reaching a deal with Caracas to revive a long-stalled effort to expand production from a massive offshore field. bloomberg.com/news/articles/…

“Guided by the views of International Monetary Fund (IMF) members representing a majority of the IMF’s total voting power, and consistent with long standing practice, the Managing Director Kristalina Georgieva today announced that the IMF is now dealing with the Government of Venezuela, under the administration of acting President Delcy Rodríguez.” imf.org/en/news/articl…

🇻🇪 Caracas Investment Week: Orinoco Research’s exclusive event for investors looking to enter Venezuela and take part in its recovery and growth. Including conversations with high-level officials, business leaders, and local experts. Register at events.orinocoresearch.com.

Bloomberg: "Venezuela’s government is on track to regain formal relations with the International Monetary Fund this week, according to Spanish Economy Minister Carlos Cuerpo." bloomberg.com/news/articles/…

FT: "Repsol is expected to announce plans to triple production from its Venezuelan oil operations within three years and establish a 'guaranteed' payment system that will avoid previous pitfalls under which Caracas failed to pay up." ft.com/content/622a60…

Reuters: "Shell plans to begin natural gas output in 2027 from the ​Loran-Manatee offshore field, which crosses the border of Venezuela and Trinidad and Tobago." This would be in addition to Dragon. reuters.com/business/energ…

🇹🇹 Can Trinidad & Tobago Engineer an Energy Comeback? After peaking in the mid-2000s, T&T's energy sector entered a sustained decline beginning in 2010, with natural gas production falling for over 15 consecutive years due to maturing fields, underinvestment, and the Petrotrin refinery crisis. orinocoresearch.com/research-and-i…

Venezuela's ruling party-controlled National Assembly on Thursday ​approved a mining law expected to open the sector to ‌private and foreign investment, following loosened restrictions by the U.S. to spur foreign investment in the beleaguered economy. reuters.com/world/americas…

Bloomberg: "The IMF is distributing a survey to members asking about their relations with Venezuela, a key step for the institution to potentially resume engagement with the nation for the first time in decades." bloomberg.com/news/articles/…

🇻🇪 Caracas Investment Week: Orinoco Research’s exclusive event for investors looking to enter Venezuela and take part in its recovery and growth. Including conversations with high-level officials, business leaders, and local experts. Register here 👇 events.orinocoresearch.com

Bloomberg: "The US is considering lifting sanctions on Venezuela’s central bank to facilitate the flow of billions of dollars into the country’s battered economy, according to people familiar with the matter." bloomberg.com/news/articles/…

🇹🇹 After a decade defined by declining natural gas reserves, infrastructure bottlenecks, and the fallout from the Petrotrin refinery crisis, Trinidad and Tobago (T&T) stands at a critical juncture. By Philippe Jackson, Partner & Political Risk Advisor. orinocoresearch.com/research-and-i…