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总结
多家美媒围绕“推翻马杜罗/美国介入委内瑞拉并重启石油开发”的表态与传闻报道称,尽管委内瑞拉拥有丰富油气资源,但市场普遍判断短期内难以撼动全球能源价格与供需格局。原因在于委内瑞拉原油产量长期受制裁、设施老化、资金与技术缺口及政治不确定性,政权更迭即便发生也需经历谈判、监管与资本投入才能转化为可观增产。当前主要影响更可能体现在外交摩擦、地区安全风险溢价及对制裁政策预期的波动上,而非近端实物供应激增。
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