U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera
December 22, 2025 • 3m 30s
? (Reporter)
00:00.070
easy
to
look
at
right
now
oil
prices
up
about
one
and
a
half
percent
what
are
the
broader
implications
of
this
for
oil
in
particular
if
the
US
continues
to
blockade
venezuela
and
seize
these
tankers
Michelle Caruso-Cabrera (CEO)
00:10.710
so
in
the
short
term
it
removes
oil
from
the
markets
right
which
is
helpful
because
we've
seen
the
prices
coming
down
they
don't
produce
that
much
roughly
a
million
barrels
per
day
and
they
were
less
than
one
percent
of
exports
so
it's
not
a
huge
impact
but
it
does
reduce
the
Michelle Caruso-Cabrera (CEO)
00:26.150
amount
of
oil
over
the
long
term
if
the
president
does
get
a
change
in
leadership
in
venezuela
which
means
a
more
friendly
government
that
allows
more
investment
in
there
then
you're
gonna
start
to
see
production
go
up
venezuela
used
to
produce
three
and
a
half
million
barrels
Michelle Caruso-Cabrera (CEO)
00:39.190
of
oil
per
day
it's
got
infrastructure
there
that
it
could
get
back
to
relatively
quickly
with
foreign
investment
which
it's
going
to
need
so
ultimately
it
would
pressure
oil
prices
but
in
the
short
term
it's
a
lift
all
right
you've
? (Reporter)
00:51.590
been
on
with
this
before
talking
about
an
opposition
party
that's
really
been
pushing
for
regime
change
it
seems
like
the
administration
is
leaning
towards
regime
change
what
would
that
mean
and
what
would
that
signal
about
trump
would
this
be
a
trump
doctrine
that
we
could
see
? (Reporter)
01:05.110
playing
out
well
Michelle Caruso-Cabrera (CEO)
01:06.230
they
have
specifically
talked
about
late
last
month
there
was
a
national
security
strategy
statement
that
was
put
out
by
the
administration
where
they
talked
about
renewing
the
monroe
doctrine
in
the
western
hemisphere
happened
under
president
monroe
which
said
the
US
is
in
Michelle Caruso-Cabrera (CEO)
01:21.750
control
of
the
western
hemisphere
and
there
should
be
no
colonization
by
the
europeans
in
in
in
our
hemisphere
he's
expanded
that
to
reflect
what
was
also
called
the
roosevelt
doctrine
and
he's
made
it
clear
that
the
the
US
wants
to
be
in
control
of
the
western
hemisphere
what
Michelle Caruso-Cabrera (CEO)
01:36.230
does
that
mean
for
venezuela
we
know
that
china
has
been
investing
in
the
oil
industry
in
venezuela
hezbollah
is
in
there
russia
is
producing
arms
in
venezuela
they
the
US
administration
clearly
wants
them
out
of
there
the
question
is
what
comes
next
the
opposition
the
leader
of
Michelle Caruso-Cabrera (CEO)
01:53.390
it
is
now
in
exile
living
in
is
currently
in
in
oslo
in
norway
after
receiving
the
nobel
peace
prize
what
happens
if
they
get
into
power
or
if
there's
a
change
are
they
the
leadership
does
the
administration
strike
a
deal
with
some
lower
level
of
people
underneath
maduro
push
Michelle Caruso-Cabrera (CEO)
02:13.190
maduro
out
and
then
you
know
decide
they're
gonna
work
with
whoever
's
there
to
try
to
get
stability
that's
the
question
we
don't
know
what
comes
next
in
the
US
administration
hasn't
made
that
clear
obviously
they
don't
want
to
show
everybody
their
plans
but
you
know
so
? (Reporter)
02:25.910
what
does
this
mean
for
investors
this
morning
again
we're
seeing
oil
higher
we're
also
seeing
gold
higher
the
gold
part
is
a
safety
play
about
the
idea
of
potential
military
action
that
maybe
some
investors
see
possibly
playing
out
what
other
parts
of
the
market
could
this
? (Reporter)
02:38.270
potentially
impact
outside
of
oil
Michelle Caruso-Cabrera (CEO)
02:40.710
well
first
of
all
it
if
there
were
to
be
a
change
in
venezuela
where
there
would
be
a
more
orthodox
investment
structure
and
regulatory
framework
you
could
see
all
kinds
of
things
happen
there
they
have
thousands
and
thousands
of
hectares
of
arable
land
that
you
could
produce
Michelle Caruso-Cabrera (CEO)
02:56.030
fruits
and
vegetables
on
massive
amounts
of
produce
that
they
don't
do
right
now
because
they've
always
been
so
focused
on
oil
they
have
gold
mining
there
which
right
now
is
being
done
illegally
so
there's
lots
and
lots
of
options
and
lots
of
lots
of
investor
if
and
when
there
Michelle Caruso-Cabrera (CEO)
03:11.950
is
a
change
in
the
leadership
there
that
allows
for
a
more
investment
friendly
regime
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