Reviewed by Gotrade Internal Analyst
Jakarta, Gotrade News - 2025 was a pressure cooker for the global energy market, but 2026 brings a new, more dynamic variable following Operation Absolute Resolve in Venezuela. Investors now need to pay close attention to a potential fresh supply flood that could drastically reshape sector valuations.
Key Takeaways
- Oil prices risk hitting the $50 level due to a combo of US output and Venezuela's potential comeback.
- Western oil giants are predicted to scramble for Venezuela's gas assets to support the energy transition.
- Energy issuers are pivoting their focus to powering AI data centers with natural gas.
Read also: Inside the Capture of Venezuela’s President: Operation Absolute Resolve
The biggest risk this year is crude oil potentially crashing to touch $50 per barrel. This prediction is grounded in a global supply glut condition that now has a major new catalyst.
According to analysis from The Motley Fool, output from the US Permian Basin and OPEC was already weighing down prices. However, the arrest of the Venezuelan President effectively opens the door for one of the world's largest oil reserve owners to reopen its export taps to the Western market.
This situation puts Chevron Corporation in a unique strategic spot. As one of the US companies that already "got a head start" operating in Venezuela, they hold a competitive edge if sanctions are fully lifted.
Beyond oil, the "gas treasure" narrative in Venezuela is now super relevant to tech energy trends. The natural gas sector is projected to grow significantly, thanks to spiking electricity demand from AI data centers.
Market reports note that Chevron Corporation has collaborated with GE Vernova to build gas-fired power plants. This move aligns with global efforts to secure cheap gas supplies.
Similar initiatives are being taken by Exxon Mobil Corporation, which is developing a 1.2-gigawatt project with NextEra Energy, Inc.. Diversifying into electricity infrastructure offers more stable revenue amidst crude oil price volatility.
Read also: US Wants Venezuela Oil Back, Chevron Already Got a Head Start
For investors, 2026 isn't just about commodity prices—it's about who can secure global gas assets and AI energy infrastructure the fastest.
Reference:
- The Motley Fool, 3 Bold Oil Market Predictions for 2026. Accessed on January 5, 2026
- Featured Image: Shutterstock
Disclaimer
Gotrade is the trading name of Gotrade Securities Inc., registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
