https://x.com/Reuters/status/2008454769313017935

crumbling infrastructure push effective costs far higher → marginal/unprofitable for most projects

🇲🇽 Mexican Heavy: Lower viscosity, moderate costs → comfortably viable At today's oil price, Canadian heavy shines while Venezuelan barrels remain largely stranded.

#oott #Brent #HeavyOil #Energy #Venezuela #Canada

https://x.com/jackprandelli/status/2008550009118015773

Edited January 6Jan 6 by vememah

1 hour ago, urkozamanje said:

Pogledaj klip sto je pt 2.0 postavila par postova pre tvog. Ako te ne mrzi, odgledaj ceo klip - korisno je. Ako ne, prvih par minuta ti je odgovor na ovo sto pises.

Nažalost, klip koji je PT postavila daje sasvim pogrešan odgovor. Koga mrzi da sluša, ima tekstualnu verziju ovde: https://substack.com/@defiance13/p-183449316

"Removing a dictator is not what anyone is upset about" - Otvaramo a priori podrškom za US intervenciju, bukvalno u prvoj sekundi! Kao što rekoh pre neki dan, antitramperi su fizički nesposobni da formulišu kritiku Narandžastog bez da mu prvo izraze grudging support.

Lik se žali da je situacija u Venecueli "flattened into a dishonest binary", ali ga to ne sprečava da vrlo jasno zauzme jednu od te dve pozicije. Podržava uklanjanje Madura, samo želi da objasni zašto je loše da to radi Tramp. Nivo kritike kao kad srpska pro-EU opozicija pokuša da se oglasi na temu kopanja litijuma.

"A state hollowed out by corruption, repression, and economic collapse" - Deceniju sankcija ko jebe, nećemo sad o tome.

"Don't have to defend him to ask serious questions about how the United States acted" - Do kraja klipa od 12 minuta neće postaviti bukvalno nijedno pitanje na tu temu. Sve što sledi su spekulacije o tome kako je Trampu dogorelo do nokata pa žuri da namesti dilove i koncesije svojim ortacima. The walls are closing in narativ, kao da je 2018. godina.

"Reducing criticism of the US action to support for Maduro is not analysis" - Nije, baš kao što ni drečanje "diktator, diktator" nije nikakva kritika američke akcije.

"Opposition to a method is not allegiance to a man" - Koje protivljenje, kom metodu, bazirano na kojim principima? Još ništa nije rekao, a neće ni do kraja klipa. Ovde je još u fazi opsesivnog ograđivanja od Madura, efektivno pravdajući Trampovu akciju.

"Methods set precedent, precedent outlives the villain" - Intervencija u Venecueli nije nikakav presedan, pa stoga i ova kritika u naznakama predstavlja još jednu ogradu od zlikovca™, jubilarnu četrnaestu.

"The real question isn't whether Maduro deserved to fall, the real question is what is being built in the vacuum his absence creates" - Još malo nije-govno-nego-se-pas-usro argumentacije. Šta god se desi u Madurovom odsustvu biće direktna posledica intervencije, ali nema veze, liku je i dalje prioritet da niko slučajno ne pomisli da brani Madura od intervencije.

"Exit positioning, terminal discounting" - Najzad stižemo do centralnog argumenta, i u pitanju je kao što sam najavio papazjanija. Ekonomski termini primenjeni na geopolitiku bez ijedne reference.

Predviđanje mu je spektakularno, očekuje da Maduro prizna krivicu, nagodi se bez suđenja, a onda da ga Tramp pomiluje

Jer, razumete, Tramp ne sme da dozvoli da istraga pokaže koliko mu je narativ šupalj! Zato će da pusti brkatog zlikovca da se izvuče, samo će ga držati u apsu dovoljno dugo da se dole sve lepo formalizuje ugovorima, da industrijalci ugrade i u naftu i u rare-earth extraction i u sve.

Substack analitičari, dame i gospodo!

Edited January 6Jan 6 by Weenie Pooh

Tramp je simptom, odgovor na traznju ili, bar, oni koji misle da znaju "sta narod hoce".

BBC i doprinos stvaranju novih Trampova:

52 minutes ago, Weenie Pooh said:

Podržava uklanjanje Madura, samo želi da objasni zašto je loše da to radi Tramp.

Pa ne, nije to smisao onoga što je rekao na početku.
Rekao je da je bilo ko ko kritikuje potez Trampa stavljen u situaciju kao da praktično brani Madura, i da je to ta simplifikacija u koju se gura neko ko zauzima poziciju protiv Trampove akcije.

(Meni je buckovo smatranje bilo zanimljivo, zato sam ga okačila; nisam u fazonu da sam saglasna sa njim kroz čitav video - mnogo stvarni prosto ne znam, o nekima nemam mišljenje).

EDIT. Ali jeste mi vododržeći™ deo da se narativ formira i uvali odmah, ljudi podele da smatraju i glože oko tog narativa, a posle u realnosti šta bude - bude...

EDIT EDITA. Jesi li možda poslušao spejs koji sam okačila na temi? Šta misliš o tezama onog čoveka? Meni je to najkorisnije što sam čula na ovu temu do sada.

Edited January 6Jan 6 by pt 2.0

Mislim na predavanje ovog lika što je pisao tvit kad kažem spejs (u tvitu ima i link na snimak pomenutog spejsa):
https://x.com/anasalhajji/status/2008374155796717681?s=20

"This is a misleading story with a misleading headline. It looks like Ron is not aware of the facts on the ground:

1. China knew in advance of Trump's decisions and acted accordingly long ago: it stopped officially buying Venezuelan crude weeks ago and replaced it with Canadian crude from the West. Its oil inventories increased to record high while Venezuelan crude in floating storaged swelled.

2. US refiners get the Canadian crude. They lived before without Venezuelan crude.

3. It was Trump's sanctions that stopped the flow of Venezuelan crude to US refiners in 2018.

4. US refiners can get all the oil they need from Venezuela with one signature from Trump, without costing a penny or endangering the life of a single soldier or a single Venezuelan."

4 hours ago, vememah said:

Toliko poginulih oficira (pukovnici, majori, kapetani i poručnici) i vojnika, a ne uspeše "tras férrea resistencia" tj. pružajući žestok otpor nijednog Amera da ukokaju. Biće da uopšte nisu bili adekvatno opremljeni.

Niko na ovom svetu nije adekvatno opremljen za nocnu borbu sa americkim specijalcima.

Uostalom ne znamo kako i sa koje razdaljine su pobijeni. Tesko da su to bas Delte sve odradile.

3. It was Trump's sanctions that stopped the flow of Venezuelan crude to US refiners in 2018.

trampara ne silazi sa vlasti

https://truthsocial.com/@realDonaldTrump/posts/115850817778602689

Rojters najavio to nešto pre Trampove objave, doduše bez ključnog podatka da će Tramp raspolagati tim novcem od prodaje:

Exclusive: Caracas, Washington in talks to export Venezuelan oil to US, sources say

HOUSTON/WASHINGTON, Jan 6 (Reuters) - Government officials in Caracas and Washington are discussing exporting Venezuelan crude to refiners in the United States, five government, industry and shipping sources told Reuters on Tuesday, a deal that could divert supplies away from China while helping state company PDVSA avoid deeper output cuts.

The talks are the first sign that the Venezuelan government is responding to President Donald Trump's demand that they open up to U.S. oil companies or risk more military intervention. Trump has said he wants interim President Delcy Rodriguez to give the U.S. and private companies "total access" to Venezuela's oil industry.

Venezuela has millions of barrels of oil loaded on tankers and in storage tanks that it has been unable to ship due to a blockade on exports imposed by Trump since mid-December.

The blockade was part of rising U.S. pressure on the government of Venezuelan President Nicolas Maduro that culminated in U.S. forces capturing him this weekend. Top Venezuelan officials have called Maduro's capture a kidnapping and accused the U.S. of trying to steal the country's vast oil reserves.

A potential deal to sell the trapped crude to the U.S. could initially require reallocating cargoes originally bound for China, two sources said. The Asian country has been Venezuela's top buyer in the last decade and especially since the United States imposed sanctions on companies involved in oil trade with Venezuela in 2020.

"Trump wants this to happen early so he can say it is a big win," said one of the oil industry sources.

The White House, Venezuelan government officials and PDVSA did not immediately comment.

CHEVRON IN CONTROL OF VENEZUELAN OIL FLOWS TO US

The supply would increase the volume of Venezuelan oil exported to the U.S., a flow that is currently controlled entirely by Chevron (CVX.N), opens new tab, PDVSA's main joint venture partner, under a U.S. authorization.

Chevron, which has been exporting between 100,000 and 150,000 barrels per day (bpd) of Venezuelan oil to the U.S., is the only company that has been loading and shipping crude without interruption from the South American country in recent weeks under the blockade.

It was not immediately clear how sanctioned PDVSA would receive money from oil sales. Sanctions mean the company is excluded from the global financial system, its bank accounts are frozen and it is blocked from executing transactions in U.S. dollars.

Rodriguez, sworn in as interim president on Monday, is herself under U.S. sanctions imposed in 2018 for undermining democracy.

TALKS INVOLVE POSSIBLE AUCTIONS WITH US BUYERS

The officials have been in talks this week about possible sales mechanisms, including auctions to allow interested U.S. buyers to bid for cargoes, and issuing U.S. licenses to PDVSA's business partners that could lead to supply contracts, two sources said.

Those licenses have in the past allowed PDVSA's joint venture partners and customers, including Chevron, India's Reliance (RELI.NS), opens new tab, China National Petroleum Corporation (CNPC) and European Eni (ENI.MI), opens new tab and Repsol (REP.MC), opens new tab, to have access to Venezuelan oil to refine or to resell to third parties.

This week, some of those companies have begun making preparations for receiving Venezuelan cargoes again, two sources said.

The U.S. and Venezuela have also discussed if Venezuelan oil can be used in the U.S. Strategic Petroleum Reserve in the future, one of the sources said.

INCREASED OIL FLOWS WOULD BE 'GREAT NEWS'

U.S. Interior Secretary Doug Burgum said on Tuesday that an increased flow of Venezuelan heavy oil to the U.S. Gulf would be "great news" for job security, future gasoline prices in the U.S. and for Venezuela.

"Venezuela has an opportunity now to actually have capital come in and rebuild their economy and take advantage," he told Fox News, when asked about this story on the talks between the governments on oil exports. "With American technology, American partnership, Venezuela can be transformed."

U.S. refineries on the Gulf Coast can process Venezuela's heavy crude grades and were importing some 500,000 barrels per day (bpd) before Washington first imposed energy sanctions on Venezuela.

PDVSA has already had to cut production due to the embargo, because it is running out of storage for the oil. If PDVSA does not find a way to export oil soon, it would have to cut production more, one of the sources said.

Oil traders reacted to news of the talks on Tuesday. Differentials for some heavy oil grades in the U.S. Gulf slipped around 50 cents per barrel on Tuesday on the prospect of more Venezuelan supplies.

https://www.reuters.com/business/energy/venezuela-us-talks-export-venezuelan-oil-us-sources-say-2026-01-06/

Edited January 7Jan 7 by vememah

At least 24 Venezuelan security officers were killed in the U.S. military operation to capture Nicolás Maduro, Venezuela’s military announced Monday, bringing the official death count up to at least 56 people.

According to the Pentagon, seven U.S. servicemembers were injured in Saturday’s raid in Caracas, and the injuries were gunshot wounds and shrapnel-related, a U.S. official told The Associated Press on the condition of anonymity to discuss a sensitive situation. Of the servicemembers, five have already returned to duty while two are still recovering.

In addition to the 24 Venezuelan security officers, 32 Cuban military and police officers working in Venezuela were also killed, according to Cuba’s government, prompting two days of mourning on the Caribbean island.

https://apnews.com/live/us-venezuela-trump-maduro-updates-01-06-2026?version=1767724585392

Edited January 7Jan 7 by vememah

1 hour ago, pt 2.0 said:

Pa ne, nije to smisao onoga što je rekao na početku.
Rekao je da je bilo ko ko kritikuje potez Trampa stavljen u situaciju kao da praktično brani Madura, i da je to ta simplifikacija u koju se gura neko ko zauzima poziciju protiv Trampove akcije.

(Meni je buckovo smatranje bilo zanimljivo, zato sam ga okačila; nisam u fazonu da sam saglasna sa njim kroz čitav video - mnogo stvarni prosto ne znam, o nekima nemam mišljenje).

Da, to ograđivanje na koje mu ode trećina teksta/klipa je njima neophodno zbog ekstremne polarizacije diskursa, beže kao đavo od krsta od same mogućnosti da neko pomisli da navijaju za Trampa (u kom slučaju su fašisti™) ili za Madura (u kom slučaju su komunisti™) jer ko zna, može preko noći da nestane bitan izvor prihoda.

Meni je to neopisivo glupo i iritantno, intelektualni kukavičkluk koji je tržište nametnulo kako sitnim smatračima™ sa alt-medijskim karijericama, tako i profesionalnim političarima. Ali šta ćeš, ne može svako da bude neustrašivi intelektualni titan kao ja, pa da otvoreno prizna da navija i za Trampa i za Madura istovremeno

Sama teza, kad dođe do nje, mu je napola tačna i banalna (eksploatacija resursa!) a napola sumanuta i od realnosti odvaljena (Tramp hapsi Madura, ovaj sve priznaje, Tramp ga oslobađa!)

1 hour ago, pt 2.0 said:

EDIT EDITA. Jesi li možda poslušao spejs koji sam okačila na temi? Šta misliš o tezama onog čoveka? Meni je to najkorisnije što sam čula na ovu temu do sada.
Mislim na predavanje ovog lika što je pisao tvit kad kažem spejs (u tvitu ima i link na snimak pomenutog spejsa):

https://x.com/anasalhajji/status/2008374155796717681?s=20

Nisam gledao ali u tvitu je sve u pravu. Kina neće propasti bez Venecuele, američke sankcije su blokirale pristup venecuelanskoj nafti, itd.

Rojters Ron to verovatno takođe zna, ali za potrebe teksta kreira pojednostavljeni winners vs. losers narativ.

1 hour ago, vememah said:

https://truthsocial.com/@realDonaldTrump/posts/115850817778602689

Sanctioned Oil

Sankcionisana nafta najbolja nafta!

Ovo kao u antici ili srednjem veku kad se vojska vrati iz pohoda pa donosi plen kuci.

Ne smem ni da zamislim obezbedjenje koje ce pratiti te tankere.

3 minutes ago, Sludge Factory said:

Ovo kao u antici ili srednjem veku kad se vojska vrati iz pohoda pa donosi plen kuci.

Ne smem ni da zamislim obezbedjenje koje ce pratiti te tankere.

Plus paradiranje Madura u lancima kao kad su Rimljani vukli zarobljene protivnike kroz Rim.

spoiler and is pressuring him to comply while quietly seeking ways to sideline him.

Defense Minister Vladimir Padrino López is also seen as a key figure whose cooperation is needed to avoid chaos.

Source: Reuters

https://x.com/clashreport/status/2008702061420912840

Ceo članak:

https://www.reuters.com/world/americas/post-maduro-venezuela-us-eyes-security-chief-potential-target-sources-say-2026-01-06/

refining that was done in the US before the sanctions.

And now, apparently.😂

So what was the point of kidnapping Maduro?

https://x.com/VoidWatcher_1/status/2008746349588611109

debt to the company.

https://x.com/manolo_realengo/status/2008721443727503585

Edited January 7Jan 7 by vememah