The conference was scheduled at a fortuitous moment, with Venezuela moving to the centre of energy and policy conversations alongside wider questions around oil supply, sanctions, and capital allocation. US Energy Secretary Chris Wright and senior industry executives set out how Venezuelan oil and sanctions might evolve, while also addressing longer-term developments across global energy markets.
Sahil and Paul work through what stood out from the conference, linking Venezuela to themes including US power demand and grid constraints, LNG investment, shale productivity, offshore activity, and consolidation, including how markets might be impacted.
