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In this episode of Watchdog on Wall Street, we break down why the Venezuelan oil hype collapses the moment you apply basic math, risk analysis, and real-world oil economics.
In this episode, we break down:
• Why most pundits understand oil markets less than a TV show like Landman
• Why blocking China from Venezuelan oil doesn’t actually block China from oil
• The $100+ billion price tag to rebuild Venezuela’s oil infrastructure
• Why political risk makes Venezuela a nightmare investment
• Why oil executives won’t destroy profitable wells to chase fantasy barrels
• How heavy Venezuelan crude changes extraction and refining economics
• Why lower supply costs elsewhere (like Iran) matter far more
• How supply, pricing, and break-even points actually work
• Why “just drill it” is not a serious energy strategy
We also call out the talking heads pushing this nonsense — including voices like Glenn Beck — for selling geopolitical fairy tales instead of facts.