January 4, 2026 — Traders anticipate a volatile market open on Monday, January 5, following Nicolás Maduro’s removal from power in Venezuela. This U.S.-backed transition is expected to increase Venezuelan crude exports to global markets.
Analysts expect the energy sector to lead, with U.S. oil majors poised to benefit from reclaimed assets and the lifting of sanctions. ExxonMobil (XOM) and Chevron (CVX), both with historical claims on Venezuelan fields, could see significant gains. Traders may consider entering XOM near $105, targeting $112-$115 over the next two months, particularly if U.S. investment deals progress. Similarly, CVX investors might enter around $130, seeking short-term gains of $136-$138, supported by recent arbitration wins.
Hedging with protective put options is advisable if volatility increases. Investors should monitor updates from the U.S. Energy Department and OPEC, as these may drive further volatility.
Venezuela’s transition could significantly impact the global energy landscape as markets recover from recent disruptions.
