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Alexander Guevara
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Article
Oil: The Strait of Hormuz Limits Supply, Draining OECD InventoriesThe blockade of the Strait of Hormuz has triggered an unprecedented supply shock that's draining global oil inventories at a record pace, forcing OECD countries to massively tap into their emergency reserves. Impact on Supply and Reserves * Historic Drain: According to data from the International Energy Agency (IEA), global inventories fell by 129 million barrels in March and another 117 million barrels in April.

Oil: The Strait of Hormuz Limits Supply, Draining OECD Inventories

The blockade of the Strait of Hormuz has triggered an unprecedented supply shock that's draining global oil inventories at a record pace, forcing OECD countries to massively tap into their emergency reserves.
Impact on Supply and Reserves

* Historic Drain: According to data from the International Energy Agency (IEA), global inventories fell by 129 million barrels in March and another 117 million barrels in April.
Venezuela has an energy opportunity in OPEC Oil / Increasing crude production also puts OPEC+ on the map The exit of the United Arab Emirates (UAE) from the Organization of the Petroleum Exporting Countries (OPEC) represents a trading opportunity for Venezuela, according to oil expert Carlos Elis. He explained that as the nation ramps up its crude production and presence in international markets, it could take on greater leadership within the energy bloc. The specialist indicated that the UAE's decision not only leaves a gap that Venezuela could fill, but it also wouldn't weaken the organization from a production parameters standpoint. He added that, following this event, the OPEC+ alliance will bring in other players related to the oil activity to fill the spot left by the UAE. Regarding the recent announcements from seven major OPEC+ producers about increasing production by 188,000 barrels per day (bd) starting in June, Elis considered that this figure is still insufficient for market objectives. Fair price "Placing 188,000 barrels daily is still not enough to properly regulate the markets," Elis pointed out in an interview. The price considered fair for producers and consumers hovers around approximately $80 to $90 per barrel, he noted about the future. #oil #venezuela #petróleo #Dubái #PetroleoVenezuela {future}(CLUSDT) {future}(BZUSDT) $ONDO
Venezuela has an energy opportunity in OPEC

Oil / Increasing crude production also puts OPEC+ on the map

The exit of the United Arab Emirates (UAE) from the Organization of the Petroleum Exporting Countries (OPEC) represents a trading opportunity for Venezuela, according to oil expert Carlos Elis. He explained that as the nation ramps up its crude production and presence in international markets, it could take on greater leadership within the energy bloc.

The specialist indicated that the UAE's decision not only leaves a gap that Venezuela could fill, but it also wouldn't weaken the organization from a production parameters standpoint. He added that, following this event, the OPEC+ alliance will bring in other players related to the oil activity to fill the spot left by the UAE.

Regarding the recent announcements from seven major OPEC+ producers about increasing production by 188,000 barrels per day (bd) starting in June, Elis considered that this figure is still insufficient for market objectives.

Fair price
"Placing 188,000 barrels daily is still not enough to properly regulate the markets," Elis pointed out in an interview. The price considered fair for producers and consumers hovers around approximately $80 to $90 per barrel, he noted about the future.

#oil #venezuela #petróleo #Dubái #PetroleoVenezuela


$ONDO
Alexander Guevara
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US-Venezuela Trade Grows 22.7% After Resuming Oil Operations
The bilateral flow hit $3.293 billion, solidifying crude and coffee as the key drivers of Venezuela's export offer, Venamcham noted.
Trade between the United States and Venezuela surged 22.7% in Q1 2026 compared to the same period last year, mainly due to Venezuelan crude exports following the resumption of trade and diplomatic relations between both countries, according to a report released this Tuesday.
🚨🛢️ ACCUSING #TRUMP OF PUBLISHING A DECEPTIVE CHART ABOUT #PETRÓLEO 🛢️🚨 Donald Trump posted a chart claiming that oil dropped 25% since Joe Biden took office 📉⚠️ But the data shows a different reality: 👇 📊 The chart compared: 🔹 "#Biden ": $120 per barrel 🔹 "#Trump ": $90 per barrel 👀 The issue: Oil was NOT at $120 when Biden left the White House. In January 2025, crude was around $80 per barrel, while it's currently trading near $94. Analysts say Trump used the historical peak of oil in 2022 — triggered by the Russia-Ukraine war — to make it look like he lowered prices after taking office ⚠️ Moreover, experts point out that the recent rise in oil occurred after the conflict between the U.S. and Iran that started this year. 📉 Economists remind us that oil prices are influenced more by wars, global supply, and geopolitical tensions than by the current president.#bz 📊 Crypto Signals Pro
🚨🛢️ ACCUSING #TRUMP OF PUBLISHING A DECEPTIVE CHART ABOUT #PETRÓLEO 🛢️🚨
Donald Trump posted a chart claiming that oil dropped 25% since Joe Biden took office 📉⚠️
But the data shows a different reality:
👇
📊 The chart compared:
🔹 "#Biden ": $120 per barrel
🔹 "#Trump ": $90 per barrel
👀 The issue:
Oil was NOT at $120 when Biden left the White House. In January 2025, crude was around $80 per barrel, while it's currently trading near $94.
Analysts say Trump used the historical peak of oil in 2022 — triggered by the Russia-Ukraine war — to make it look like he lowered prices after taking office ⚠️
Moreover, experts point out that the recent rise in oil occurred after the conflict between the U.S. and Iran that started this year.
📉 Economists remind us that oil prices are influenced more by wars, global supply, and geopolitical tensions than by the current president.#bz
📊 Crypto Signals Pro
Article
🛢️ Oil is set to stay above $100 in 2026 amid the conflict with IranMarket analysis and projections from financial firms like JPMorgan for 2026 indicate that the oil landscape is heavily influenced by geopolitics. Price Projections and the Iran Factor JPMorgan has pointed out that tensions in the Middle East, particularly the conflict involving **Iran**, act as a major catalyst to keep prices high. While the market typically self-regulates, a direct escalation affecting the **Strait of Hormuz**—through which about 20% of the world’s crude supply flows—could push and sustain the barrel price above **$100**.

🛢️ Oil is set to stay above $100 in 2026 amid the conflict with Iran

Market analysis and projections from financial firms like JPMorgan for 2026 indicate that the oil landscape is heavily influenced by geopolitics.
Price Projections and the Iran Factor
JPMorgan has pointed out that tensions in the Middle East, particularly the conflict involving **Iran**, act as a major catalyst to keep prices high. While the market typically self-regulates, a direct escalation affecting the **Strait of Hormuz**—through which about 20% of the world’s crude supply flows—could push and sustain the barrel price above **$100**.
That figure of **7412** is impressive! The rally just keeps going. According to today's data, May 11, 2026, the S&P 500 even hit **7422** points at close, solidifying a historic run. It seems the market is tuning out the noise and focusing on three clear engines: * **AI Dominance:** Tech stocks (especially names like Alphabet and TSMC) are still driving the index with solid earnings reports and projections of massive demand. * **Geopolitics and Energy:** Despite the volatility in oil (with Brent hovering at high levels), optimism over potential diplomatic breakthroughs between the U.S. and Iran is acting as a balm for investors. * **Macro Resilience:** Unlike previous years, the narrative of "sustained growth" is winning out over inflation fears, even with gold touching **$4,700**. For those following technical analysis closely, breaking through the **7400** barrier opens up an interesting scenario towards **8000** that some analysts are already projecting for this cycle. 📈 #EEUU #SP500 #petróleo #IA #BrentCrude $SPY $SPYon {future}(CLUSDT) {future}(BZUSDT)
That figure of **7412** is impressive! The rally just keeps going.

According to today's data, May 11, 2026, the S&P 500 even hit **7422** points at close, solidifying a historic run.

It seems the market is tuning out the noise and focusing on three clear engines:

* **AI Dominance:** Tech stocks (especially names like Alphabet and TSMC) are still driving the index with solid earnings reports and projections of massive demand.

* **Geopolitics and Energy:** Despite the volatility in oil (with Brent hovering at high levels), optimism over potential diplomatic breakthroughs between the U.S. and Iran is acting as a balm for investors.

* **Macro Resilience:** Unlike previous years, the narrative of "sustained growth" is winning out over inflation fears, even with gold touching **$4,700**.
For those following technical analysis closely, breaking through the **7400** barrier opens up an interesting scenario towards **8000** that some analysts are already projecting for this cycle. 📈

#EEUU #SP500 #petróleo #IA #BrentCrude $SPY $SPYon
Scandal in the Strait of Hormuz! 🔥🚢 The Iranian rep at the UN formally condemned the US attacks on two tankers near the Strait of Hormuz, calling it a violation of the ceasefire. 😡🇮🇷 • The Iranian ambassador sent letters to the Secretary-General and the Security Council regarding the attacks on May 7 near the Port of Jask. 📜⚠️ • The USS George H.W. Bush used precision munitions on the funnels for naval blockade, says CENTCOM. 💥🛳️ • Russia rejects the US and Bahrain resolution; veto with China imminent. 🛑🇷🇺🇨🇳 Maximum tension in oil! Will it impact BTC prices? 📈🛢️ $BTC #cripto #petróleo #Geopolitics
Scandal in the Strait of Hormuz! 🔥🚢
The Iranian rep at the UN formally condemned the US attacks on two tankers near the Strait of Hormuz, calling it a violation of the ceasefire. 😡🇮🇷
• The Iranian ambassador sent letters to the Secretary-General and the Security Council regarding the attacks on May 7 near the Port of Jask. 📜⚠️
• The USS George H.W. Bush used precision munitions on the funnels for naval blockade, says CENTCOM. 💥🛳️
• Russia rejects the US and Bahrain resolution; veto with China imminent. 🛑🇷🇺🇨🇳
Maximum tension in oil! Will it impact BTC prices? 📈🛢️
$BTC #cripto #petróleo #Geopolitics
Meanwhile, GOLD 🥇 and SILVER 🥈 have seen about 3 days of solid green 🔝🛍🔝 Capital is rotating from crypto into precious metals 🔥👀 During the same 3 days, oil prices have taken a hit, dropping approximately 16% 🔽⚠️🔽 Regarding the news in the financial and crypto markets, we’re observing a pullback in $BTC and $ETH , coins that have surged over 10% in the last month #ETH #BTC #petróleo #IranDealHormuzOpen #TrendingTopic $XAUT {future}(CLUSDT) {future}(BZUSDT)
Meanwhile, GOLD 🥇 and SILVER 🥈 have seen about 3 days of solid green 🔝🛍🔝

Capital is rotating from crypto into precious metals 🔥👀

During the same 3 days, oil prices have taken a hit, dropping approximately 16% 🔽⚠️🔽

Regarding the news in the financial and crypto markets, we’re observing a pullback in $BTC and $ETH , coins that have surged over 10% in the last month

#ETH #BTC #petróleo #IranDealHormuzOpen #TrendingTopic $XAUT
🛢 Goldman Sachs warns that global oil reserves would drop below 100 days by the end of May. 🚢 The crisis is sparked by the blockade of the Strait of Hormuz, a key maritime corridor through which 20% of the world's oil flows. Now Bitcoin is flirting with the $81,500 mark. This level, as we reported earlier, represents a crucial price point as it is the average price for those who have accumulated in the short term. 📊 CME Group will launch Bitcoin volatility futures on June 1, a new derivative that will allow trading directly on the asset's fluctuations without exposing oneself to its price. 🚀 Zcash (ZEC) is skyrocketing in the market and trading between $500 and $520, with surges of up to 20% in 24 hours. The momentum comes from renewed interest in privacy coins, the entry of institutional players, and increased activity in private transactions within the network. #zec #zcash #BTC #petróleo #ormuz $BTC {future}(CLUSDT) {future}(BZUSDT)
🛢 Goldman Sachs warns that global oil reserves would drop below 100 days by the end of May.

🚢 The crisis is sparked by the blockade of the Strait of Hormuz, a key maritime corridor through which 20% of the world's oil flows.

Now Bitcoin is flirting with the $81,500 mark. This level, as we reported earlier, represents a crucial price point as it is the average price for those who have accumulated in the short term.

📊 CME Group will launch Bitcoin volatility futures on June 1, a new derivative that will allow trading directly on the asset's fluctuations without exposing oneself to its price.

🚀 Zcash (ZEC) is skyrocketing in the market and trading between $500 and $520, with surges of up to 20% in 24 hours.

The momentum comes from renewed interest in privacy coins, the entry of institutional players, and increased activity in private transactions within the network.

#zec #zcash #BTC #petróleo #ormuz $BTC
#BRNN6 on the 15m chart showing weakness 📉 recent drop with a timid bounce, but still lacking clear strength. Heads up: these drops could mean two things 👇 1) Start of a deeper move downwards 2) Short retracement to gain momentum Also keep an eye on #BTC 👀 because it tends to react to these macro movements. Key zone now: if it loses support → more drop; if it holds → possible bounce. #crypto #petróleo #eth
#BRNN6 on the 15m chart showing weakness 📉 recent drop with a timid bounce, but still lacking clear strength.

Heads up: these drops could mean two things 👇
1) Start of a deeper move downwards
2) Short retracement to gain momentum

Also keep an eye on #BTC 👀 because it tends to react to these macro movements.

Key zone now: if it loses support → more drop; if it holds → possible bounce.
#crypto #petróleo #eth
Article
EDM May 3, 2026Today, May 3, 2026, the world feels like a suspense series where all the players are interconnected. Here’s the "treasure map" of what’s happening today: 1. The "Game of Thrones" of Energy (Geopolitics + Finance) Picture the global oil tap with a very tiny shutoff valve called the Strait of Hormuz. Today, that valve is under massive pressure due to the military escalation between Iran, the U.S., and Israel. The link: OPEC+ tried to calm the waters by announcing an increase in production of 206,000 barrels per day, but the markets aren't fully buying it. Why? Because if the strait remains blocked, that oil won't reach any port.

EDM May 3, 2026

Today, May 3, 2026, the world feels like a suspense series where all the players are interconnected.
Here’s the "treasure map" of what’s happening today:
1. The "Game of Thrones" of Energy (Geopolitics + Finance)
Picture the global oil tap with a very tiny shutoff valve called the Strait of Hormuz. Today, that valve is under massive pressure due to the military escalation between Iran, the U.S., and Israel.
The link: OPEC+ tried to calm the waters by announcing an increase in production of 206,000 barrels per day, but the markets aren't fully buying it. Why? Because if the strait remains blocked, that oil won't reach any port.
U.S. stock futures for the three major indices have turned positive, showing gains, according to Odaily. Meanwhile, gold prices have experienced a short-term increase, while oil prices have seen a decline.#oro #petróleo $BTC $BNB
U.S. stock futures for the three major indices have turned positive, showing gains, according to Odaily. Meanwhile, gold prices have experienced a short-term increase, while oil prices have seen a decline.#oro #petróleo $BTC $BNB
Article
Summary of the day's most important news1. Sentiment and Market Flow Analysis We are in a "Panic Mode" or "Risk-Off": Price Distribution: The bar chart shows an absolute dominance of assets in red. You have 1063 bearish assets versus only 132 bullish ones. The highest concentration is in the drop range of -3% to -7%, indicating a systemic correction, not isolated events. Sales Dominance: The "Top Movers" show severe drops like SHELL (-18.02%) and AR (-13.31%). Large Capitalizations: Bitcoin ($BTC$) trades near $67,500, with a drop of 2.20%, while Ethereum ($ETH$) suffers more near $2,030 (-3.42%). This divergence suggests that capital is flowing into the relative safety of $BTC$ or exiting towards stablecoins.

Summary of the day's most important news

1. Sentiment and Market Flow Analysis
We are in a "Panic Mode" or "Risk-Off":
Price Distribution: The bar chart shows an absolute dominance of assets in red. You have 1063 bearish assets versus only 132 bullish ones. The highest concentration is in the drop range of -3% to -7%, indicating a systemic correction, not isolated events.
Sales Dominance: The "Top Movers" show severe drops like SHELL (-18.02%) and AR (-13.31%).
Large Capitalizations: Bitcoin ($BTC $) trades near $67,500, with a drop of 2.20%, while Ethereum ($ETH$) suffers more near $2,030 (-3.42%). This divergence suggests that capital is flowing into the relative safety of $BTC $ or exiting towards stablecoins.
🇮🇷 According to the Financial Times, Iran would request commission payments in cryptocurrencies for the passage of oil tankers through the Strait of Hormuz. The fee would be $1 per barrel, and the goal would be to monitor traffic and prevent the passage of weapons during the ceasefire. BREAKING NEWS: 🇮🇷 Iran will require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, according to FT reports. 👉 More details 👈 #MarketRebound #BTC #iran #ormuz #petróleo $BTC @Cointelegraph @CoinMarketCap_official @CoinDesk @Bitcoincom
🇮🇷 According to the Financial Times, Iran would request commission payments in cryptocurrencies for the passage of oil tankers through the Strait of Hormuz.

The fee would be $1 per barrel, and the goal would be to monitor traffic and prevent the passage of weapons during the ceasefire.

BREAKING NEWS: 🇮🇷 Iran will require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, according to FT reports.

👉 More details 👈

#MarketRebound #BTC #iran #ormuz #petróleo $BTC

@Cointelegraph @CoinMarketCap @CoinDesk @Bitcoincom
1🇺🇸🗣 President Trump claims that numerous empty tankers are heading to the U.S. to load the "best and sweetest oil" in the world. 1👀 Iran is already using stablecoins to facilitate the trade of oil, weapons, and raw materials. #stablecoin 1💰 MSTR raised enough money from STRC's revenue this week to purchase over 7,300 #BTC. That's more than double the 3,150 BTC mined weekly. 1🕵️ Patience is important. The operator 0x082e opened a long position of 5x in 1.38 million $HYPE (58.4 million $) four months ago at an entry price of 38.68 $, becoming the largest long position in $HYPE on the chain. Now he has returned to profit, with over 5 million dollars in unrealized gains, although he has paid 2 million dollars in financing fees. link 1🕵️ Arthur Hayes bought back 26,022 HYPE (1.1 million dollars) after nearly 3 months. He now holds 247,334 HYPE (10.44 million dollars) and has increased by over 2.5 million dollars. #hype #BTC #petróleo #DonaldTrump #iran @Bitcoincom @CoinMarketCap_official @CoinDesk @Cointelegraph $BTC $USDC {future}(HYPEUSDT) {future}(CLUSDT) {alpha}(560x7313ea16493b2f55054df0131a3a14b043ec8992)
1🇺🇸🗣 President Trump claims that numerous empty tankers are heading to the U.S. to load the "best and sweetest oil" in the world.

1👀 Iran is already using stablecoins to facilitate the trade of oil, weapons, and raw materials. #stablecoin

1💰 MSTR raised enough money from STRC's revenue this week to purchase over 7,300 #BTC.

That's more than double the 3,150 BTC mined weekly.

1🕵️ Patience is important.

The operator 0x082e opened a long position of 5x in 1.38 million $HYPE (58.4 million $) four months ago at an entry price of 38.68 $, becoming the largest long position in $HYPE on the chain.

Now he has returned to profit, with over 5 million dollars in unrealized gains, although he has paid 2 million dollars in financing fees. link

1🕵️ Arthur Hayes bought back 26,022 HYPE (1.1 million dollars) after nearly 3 months.

He now holds 247,334 HYPE (10.44 million dollars) and has increased by over 2.5 million dollars.

#hype #BTC #petróleo #DonaldTrump #iran @Bitcoin.com @CoinMarketCap @CoinDesk @Cointelegraph

$BTC $USDC
🔴 OIL IN CORRECTION: Will diplomacy save the rally or is it a liquidity trap? The energy market has just received a "cold shower" (or reality check). After weeks of maximum tension in the Strait of Hormuz, Pakistan's mediation has achieved what seemed impossible: a 14-day ceasefire proposal preliminarily accepted by Iran. 📉 Numbers don’t lie: The geopolitical risk premium is evaporating quickly, bringing prices to levels we haven't seen in recent sessions: • Brent Crude (ICE): $102.91 (-5.82%) • WTI Crude (Nymex): $110.38 (-1.81%) Why is it falling so sharply? 1. Diplomatic Route: Islamabad's influence has opened a two-week window of oxygen, reducing the likelihood of an immediate global supply shutdown. 2. Profit Taking: With volume 15% above average, large institutions are rotating positions. Many traders who went "long" due to the conflict are closing positions amid the de-escalation. 3. Breather in Inflation: Lower oil takes pressure off macro data, which could indirectly influence the narrative on interest rates and, therefore, the crypto market. 💡 The data for the Trader: Although the price is falling, volatility remains extreme. The ceasefire is only for 14 days. If negotiations fail at the end of this period, we could see a "re-test" of the annual highs with renewed strength. Verified sources: Reports from Al-Araby Al-Jadeed, Reuters, and real-time market data from ICE/Nymex (April 2026). Do you think this drop is a buying opportunity or the start of a prolonged bearish trend? I look forward to your comments. 👇 #petróleo #Geopolitica #BinanceSquarer
🔴 OIL IN CORRECTION: Will diplomacy save the rally or is it a liquidity trap?

The energy market has just received a "cold shower" (or reality check). After weeks of maximum tension in the Strait of Hormuz, Pakistan's mediation has achieved what seemed impossible: a 14-day ceasefire proposal preliminarily accepted by Iran.

📉 Numbers don’t lie:
The geopolitical risk premium is evaporating quickly, bringing prices to levels we haven't seen in recent sessions:

• Brent Crude (ICE): $102.91 (-5.82%)

• WTI Crude (Nymex): $110.38 (-1.81%)

Why is it falling so sharply?

1. Diplomatic Route: Islamabad's influence has opened a two-week window of oxygen, reducing the likelihood of an immediate global supply shutdown.

2. Profit Taking: With volume 15% above average, large institutions are rotating positions. Many traders who went "long" due to the conflict are closing positions amid the de-escalation.

3. Breather in Inflation: Lower oil takes pressure off macro data, which could indirectly influence the narrative on interest rates and, therefore, the crypto market.

💡 The data for the Trader:
Although the price is falling, volatility remains extreme. The ceasefire is only for 14 days. If negotiations fail at the end of this period, we could see a "re-test" of the annual highs with renewed strength.

Verified sources: Reports from Al-Araby Al-Jadeed, Reuters, and real-time market data from ICE/Nymex (April 2026).

Do you think this drop is a buying opportunity or the start of a prolonged bearish trend? I look forward to your comments. 👇

#petróleo #Geopolitica #BinanceSquarer
#news Short positions in oil worth $430 MILLION were opened just 15 minutes before Trump announced the extension of the ceasefire. And this is the fourth instance in the last month. $760M short on oil: Placed 20 minutes before the announcement of the opening of Hormuz. $500M short: 15 minutes before Trump delayed the attacks on Iran. $950M short: Just before the ceasefire between the U.S. and Iran. The CFTC is already investigating this matter, but that's not stopping insiders from raking in billions. #oil #petróleo
#news

Short positions in oil worth $430 MILLION were opened just 15 minutes before Trump announced the extension of the ceasefire.

And this is the fourth instance in the last month.

$760M short on oil: Placed 20 minutes before the announcement of the opening of Hormuz.

$500M short: 15 minutes before Trump delayed the attacks on Iran.

$950M short: Just before the ceasefire between the U.S. and Iran.

The CFTC is already investigating this matter, but that's not stopping insiders from raking in billions.
#oil #petróleo
Market Analysis: Total Dollarization, Oil, and Institutional Reconstruction in Venezuela What's crucial isn't whether the bolívar can still exist on paper, but if it still serves real monetary functions. In practice, it has lost much of its utility as a unit of account, a relevant medium of exchange, and a store of value, while the dollar dominates price formation, savings, and a substantial part of benchmark transactions. Total dollarization in Venezuela is technically feasible, but it's not a quick fix; it requires a politically legitimate transition, a stabilization program with multilateral support, a redefinition of monetary institutional frameworks, and disciplined use of oil revenue. This analysis is framed ceteris paribus, meaning it does not incorporate assumptions of a future comprehensive privatization of the oil business or the dissolution of PDVSA; these hypotheses may alter the long-term outlook but are not necessary to assess the initial feasibility of an orderly dollarization. What's crucial isn't whether the bolívar can still exist on paper, but if it still serves real monetary functions. In practice, it has lost much of its utility as a unit of account, a relevant medium of exchange, and a store of value, while the dollar dominates price formation, savings, and a substantial part of benchmark transactions. Venezuela's GDP in current dollars is estimated to be around $120 billion according to recent estimates derived from the World Bank's base (the 'real' numbers place it somewhere between $90 billion and $110 billion), still far from its historical scale before the collapse. #PDVSA #petróleo #venezuela #Venezuelacripto #VenezuelanEconomy {future}(CLUSDT) {future}(BZUSDT)
Market Analysis: Total Dollarization, Oil, and Institutional Reconstruction in Venezuela

What's crucial isn't whether the bolívar can still exist on paper, but if it still serves real monetary functions. In practice, it has lost much of its utility as a unit of account, a relevant medium of exchange, and a store of value, while the dollar dominates price formation, savings, and a substantial part of benchmark transactions.

Total dollarization in Venezuela is technically feasible, but it's not a quick fix; it requires a politically legitimate transition, a stabilization program with multilateral support, a redefinition of monetary institutional frameworks, and disciplined use of oil revenue.

This analysis is framed ceteris paribus, meaning it does not incorporate assumptions of a future comprehensive privatization of the oil business or the dissolution of PDVSA; these hypotheses may alter the long-term outlook but are not necessary to assess the initial feasibility of an orderly dollarization.

What's crucial isn't whether the bolívar can still exist on paper, but if it still serves real monetary functions. In practice, it has lost much of its utility as a unit of account, a relevant medium of exchange, and a store of value, while the dollar dominates price formation, savings, and a substantial part of benchmark transactions.

Venezuela's GDP in current dollars is estimated to be around $120 billion according to recent estimates derived from the World Bank's base (the 'real' numbers place it somewhere between $90 billion and $110 billion), still far from its historical scale before the collapse.

#PDVSA #petróleo #venezuela #Venezuelacripto #VenezuelanEconomy
#TRUMP clears a law from 1920 to curb crude The "bypass" to the Jones Act that seeks to save the American wallet In a pragmatic twist to contain energy inflation stemming from the conflict with Iran, the Trump administration is considering temporarily suspending the Jones Act, a pillar of U.S. maritime protectionism that is over a century old. The objective is clear: to allow foreign ships to move fuel to East Coast refineries, a critical area currently suffering from logistical bottlenecks. The "secret weapon" against prices: The Jones Act of 1920 mandates that only ships built and operated by the U.S. transport cargo between domestic ports. By issuing exemptions (possibly for 30 days), the White House aims to saturate the domestic market with supply, reducing transportation costs that currently inflate fuel prices. Priority: National Defense and Agricultural Flow: Karoline Leavitt, press secretary, confirmed that the measure is justified by "national defense". The goal is not only to alleviate the energy sector but to ensure that essential agricultural products do not get stuck in ports. The Iran factor and the Strategic Reserve: This maneuver does not come alone. It is accompanied by the massive release of 172 million barrels from the Strategic Reserve of #petróleo Trump has shifted from celebrating high prices (as a producing country) to prioritizing global stability to prevent Iran from funding its nuclear program amid market chaos. Precedents of flexibility: Although Trump is known for his "America First" stance, he already used this tool in 2017 to help Puerto Rico after Hurricane Maria, demonstrating that the Jones Act is the "emergency button" of choice when national logistics collapse. Trump acknowledged that, while the U.S. makes money when oil prices rise as the world's largest producer, his absolute priority is security in the Middle East and preventing the "axis of evil" (Iran) from benefiting from price escalation. #oil {spot}(BTCUSDT)
#TRUMP clears a law from 1920 to curb crude

The "bypass" to the Jones Act that seeks to save the American wallet

In a pragmatic twist to contain energy inflation stemming from the conflict with Iran, the Trump administration is considering temporarily suspending the Jones Act, a pillar of U.S. maritime protectionism that is over a century old.
The objective is clear: to allow foreign ships to move fuel to East Coast refineries, a critical area currently suffering from logistical bottlenecks.

The "secret weapon" against prices: The Jones Act of 1920 mandates that only ships built and operated by the U.S. transport cargo between domestic ports. By issuing exemptions (possibly for 30 days), the White House aims to saturate the domestic market with supply, reducing transportation costs that currently inflate fuel prices.

Priority: National Defense and Agricultural Flow: Karoline Leavitt, press secretary, confirmed that the measure is justified by "national defense". The goal is not only to alleviate the energy sector but to ensure that essential agricultural products do not get stuck in ports.

The Iran factor and the Strategic Reserve: This maneuver does not come alone. It is accompanied by the massive release of 172 million barrels from the Strategic Reserve of #petróleo
Trump has shifted from celebrating high prices (as a producing country) to prioritizing global stability to prevent Iran from funding its nuclear program amid market chaos.

Precedents of flexibility: Although Trump is known for his "America First" stance, he already used this tool in 2017 to help Puerto Rico after Hurricane Maria, demonstrating that the Jones Act is the "emergency button" of choice when national logistics collapse.

Trump acknowledged that, while the U.S. makes money when oil prices rise as the world's largest producer, his absolute priority is security in the Middle East and preventing the "axis of evil" (Iran) from benefiting from price escalation.
#oil
🗺 President Trump posted on Truth Social a map featuring the "Trump Strait". It's creating quite the buzz in recent hours. President Donald Trump shared a modified map where the **Strait of Hormuz** is renamed the **"Trump Strait"**. This move isn’t just a symbolic name change; it comes amidst a pretty tense geopolitical context in this **April 2026**. Here are the key points of the situation: * **Strategic Location:** The map refers to the maritime passage between Oman and Iran, through which approximately **20% of the world's oil** flows. * **Naval Blockade:** The post coincides with the naval blockade that the United States has maintained against Iran since mid-month. Trump accompanied the image with messages asserting that, under his command, the region's security is "absolute" and that the world now knows who ensures the energy flow. * **Origin of the Name:** It doesn’t seem to have been a casual slip. Although he previously had a mix-up in a speech calling it that out of "confusion", this time he shared a graphic (apparently created by supporters or with AI) deliberately. * **Reactions:** While his allies defend the post as a show of power and control over a critical zone, Iran has labeled the gesture as an act of "arrogance" with no legal validity under international law. It’s a move very true to his style: using social media to reaffirm dominance and, in the process, mark territory in one of the hottest spots on the planet in terms of trade and security. #TRUMP #DonaldTrump #iran #ormuz #petróleo $USDC $TRUMP @CoinMarketCap_official @CoinDesk @Cointelegraph {future}(CLUSDT) {future}(BZUSDT)
🗺 President Trump posted on Truth Social a map featuring the "Trump Strait".

It's creating quite the buzz in recent hours. President Donald Trump shared a modified map where the **Strait of Hormuz** is renamed the **"Trump Strait"**.

This move isn’t just a symbolic name change; it comes amidst a pretty tense geopolitical context in this **April 2026**. Here are the key points of the situation:

* **Strategic Location:** The map refers to the maritime passage between Oman and Iran, through which approximately **20% of the world's oil** flows.

* **Naval Blockade:** The post coincides with the naval blockade that the United States has maintained against Iran since mid-month. Trump accompanied the image with messages asserting that, under his command, the region's security is "absolute" and that the world now knows who ensures the energy flow.

* **Origin of the Name:** It doesn’t seem to have been a casual slip. Although he previously had a mix-up in a speech calling it that out of "confusion", this time he shared a graphic (apparently created by supporters or with AI) deliberately.

* **Reactions:** While his allies defend the post as a show of power and control over a critical zone, Iran has labeled the gesture as an act of "arrogance" with no legal validity under international law.

It’s a move very true to his style: using social media to reaffirm dominance and, in the process, mark territory in one of the hottest spots on the planet in terms of trade and security.

#TRUMP #DonaldTrump #iran #ormuz #petróleo $USDC $TRUMP @CoinMarketCap @CoinDesk @Cointelegraph
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