CVX · News · 20260921N

Venezuela Upstream Expansion

CHEVRON CORP · 2026-09-21 · Importance 89 · Surprise 82 · In source text

U.S. oil imports from Venezuela reached 782,000 barrels per day in the week ending September 11, a nine-year high and a 237% increase over the prior six months. Chevron plans to invest $7 billion over five years to more than double Venezuelan production to 600,000 barrels per day, with reported production costs below $20 per barrel. Chevron’s U.S. refineries are described as well-suited to process Venezuela’s heavy crude, potentially strengthening its position as Venezuelan supply returns to the U.S. market.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativeprobable-1.1%Chevron plans to invest $7 billion over five years to more than double its Venezuelan production to 600,000 barrels per day.
assetspositiveprobable+1.1%Chevron plans to invest $7 billion over five years to more than double its Venezuelan production to 600,000 barrels per day.
revenuepositiveprobable—Chevron plans to invest $7 billion over five years to more than double its Venezuelan production to 600,000 barrels per day.