As political shifts and renewed global interest open the door to Venezuela’s vast oil reserves, energy markets are watching closely. Major oil producers and energy services firms could benefit from export deals, reconstruction projects, and the reopening of dormant infrastructure, while bond markets show signs of renewed appetite after years of default. This analysis explores the companies best positioned to tap into Venezuelan riches as investment flows begin to shift in 2026.

Venezuela was a completely lost market for most investors just a few years ago. A combination of political instability, sanctions, collapsing infrastructure and capital flight had virtually wiped it off the investment radar. Today, however, the situation is gradually beginning to change. Geopolitical tensions, pressure on global energy security and the West's drive to diversify its sources of raw materials are reopening the question of Venezuela's potential. And the markets are beginning to react to this…