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总结
美国前总统特朗普称，美国石油公司“非常参与”委内瑞拉政权过渡，并暗示美方正推动对该国油气资产与出口安排的主导。相关表态叠加美方对委内瑞拉的行动，刺激市场对供应与政策变化的预期，油气类美股大幅走强。报道同时指出，重启委内瑞拉高粘度重油产能成本高、设施老化且受制裁与治理问题掣肘，短期增产与地缘风险仍存不确定性；美国墨西哥湾炼厂偏好重油，政策变动或影响重油价差与炼厂利润。
正文
These Oil Stocks Take Off As Trump Says U.S. Oil Companies 'Very Much Involved' In Venezuela Transition Investor's Business Daily Trump's Goals for Reviving Venezuela's Oil Industry Will Not Come Easily or Cheaply The New York Times Dense, sticky and heavy: why Venezuelan crude oil appeals to US refineries The Guardian Oil stocks sharply higher after US action in Venezuela ABC News Trump says US is taking control of Venezuela's oil reserves. Here's what it means CNN
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