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总结
围绕美国对委内瑞拉采取军事行动并控制马杜罗的报道发酵，媒体与市场开始评估“政权更替”对油气产业链的影响。Barron's等梳理称，若美国推动重启并改造委内瑞拉油田、同步调整制裁与出口安排，可能改变原油供应与流向，影响在委经营或可能进入的国际油企、油服与航运公司，也会对美国墨西哥湾炼厂的原料结构、油价预期及能源股表现带来波动。与此同时，美方相关计划仍面临政治、法律程序、设施老化与资金投入等多重障碍，不确定性短期上升。
正文
The Oil Sector's Biggest Winners and Losers From Venezuela Regime Change Barron's Trump says he tipped off oil companies on Venezuela attack The Hill Stock Market Today: Dow Jumps After U.S. Captures Venezuela's Maduro The Wall Street Journal Trump's plan to seize and revitalize Venezuela's oil industry faces major hurdles AP News Opinion | Trump Wants Venezuela's Oil. Who Benefits? The New York Times
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