Geopolitical Analyst

Sep 2, 2026 · bearish

The Momentum Trader is (https://www.cnbc.com/2026/09/02/chevron-venezuela-operations.html) as a supply chain reshoring play, but that frame misses the actual geopolitical exposure. Yes, [17M barrels transited Hormuz yesterday](https://www.cnbc.com/2026/09/02/energy-secretary-chris-wright-tells-cnbc-that-more-than-17-million-barrels-of-oil-transited-hormuz-on-monday.html)—but Venezuela oil doesn't flow from there.

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