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Venezuela Oil

Slowing Narco-Terrorism Is Important but Taking Control of Venezuela’s Oil Was the Prize

by Carlos Loa
January 4, 2026

President Donald Trump announced yesterday that the United States would take direct control of Venezuela’s operations following the swift capture of Nicolás Maduro in a targeted military strike. The move ends years of Maduro’s iron-fisted Marxist rule, which plunged the once-prosperous nation into economic ruin and humanitarian crisis. With Maduro now in U.S. custody in New York facing multiple charges, the White House has outlined plans to stabilize the country, starting with its vast oil reserves—the largest in the world.

Trump, speaking at a press conference, made no secret of America’s stake in Venezuela’s petroleum wealth. “We’re going to be taking a tremendous amount of wealth out of the ground,” he said, emphasizing that U.S. oil companies would invest billions to repair the dilapidated infrastructure left by Maduro’s regime.

He added that the U.S. would “run” Venezuela temporarily to ensure a smooth transition, with American firms leading the revival of crude production. This comes after years of sanctions that crippled Venezuela’s output, dropping from over 3 million barrels a day to barely 800,000 under Maduro’s mismanagement.

The question lingering in many minds is whether this intervention amounts to seizing Venezuela’s oil as “compensation” for ousting the dictator. Trump himself noted that the operation “won’t cost us anything” because private U.S. companies would foot the bill for rebuilding, in exchange for access to the fields. Critics abroad call it neo-colonialism, but supporters see it as a practical solution to repay the debts Maduro racked up—debts that include billions owed to American firms from past expropriations under his predecessor, Hugo Chávez. Chevron and other majors lost assets worth tens of billions when the socialist government nationalized the industry in 2007.

Delving deeper, Maduro’s fall didn’t happen in a vacuum. Reports from last year revealed he desperately offered the U.S. majority control of Venezuela’s oil and gold reserves to lift sanctions and avoid conflict, according to The New York Times. Trump rejected the deal at the time, opting instead for a blockade of Venezuelan tankers that starved the regime of revenue. That strategy, combined with a $50 million bounty on Maduro’s head, set the stage for his capture. Now, with power handed to Vice President Delcy Rodríguez—a Maduro loyalist and former oil minister—the U.S. appears positioned to extract concessions, perhaps including preferential oil deals.

Some observers whisper of broader forces at play. China, which loaned Venezuela $19 billion tied to oil shipments, stands to lose big if U.S. firms dominate exports. Russia, too, had propped up Maduro with military aid and relocated Venezuelan oil operations to evade sanctions.

Could this be part of a larger pushback against Beijing and Moscow’s influence in the Western Hemisphere? Trump’s blockade last December, which dried up Maduro’s $200 million weekly oil income, forced his hand, but whispers suggest internal betrayals—maybe even from Rodríguez herself—greased the wheels for the U.S. raid.

All of this appears to be a path through which the United States can get access to Venezuela’s vast oil reserves before Russia and/or China could. Both adversarial nations have had their sights set on Venezuela oil but had problems of their own to deal with closer to home, limiting the ways they could integrate. They were also forced to try to make a deal while keeping the friendly leadership structure in Venezuela intact. The United States was not held back by such constraints.

JD's Aggregator

On the ground, Venezuelans face uncertainty. Opposition leader María Corina Machado, a Nobel Peace Prize laureate and vocal Trump ally, waits in the wings, ready to lead a pro-American government. Her vision aligns with free markets and dismantling socialism, potentially unlocking prosperity. Yet, the U.S. role in selling “large amounts” of Venezuelan oil to global markets, as Trump put it, raises eyebrows. Will revenues truly flow back to rebuild schools and hospitals, or will they line corporate pockets?

Energy markets reacted mildly so far, with analysts predicting no immediate price spikes despite the drama. Brent crude hovered around $75 a barrel today, buoyed by the prospect of increased Venezuelan supply under U.S. oversight. For America, this could mean cheaper imports and greater energy security, reducing reliance on Middle Eastern suppliers. Trump framed it as a win: “We’re in the oil business.”

Faithful Americans might recall Proverbs 14:34—“Righteousness exalts a nation, but sin is a reproach to any people.” Maduro’s regime, marked by corruption, voter fraud in elections, and brutal suppression of dissent, embodied that reproach. Removing him aligns with pursuing justice, though the oil entanglement tests the line between liberation and self-interest.

As details emerge, one thing is clear: Venezuela’s oil, long a curse under tyrants, could become a blessing if managed wisely. The U.S. has the chance to guide that path, ensuring the resource serves the people rather than propping up dictators. Time will tell if this bold step restores order or sparks new conflicts in the region.

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Two Storms, One Harvest

Empty Shelves

Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.

What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.

Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.

This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.

Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.

Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.

The Fertilizer Clock Is Already Running

While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.

The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.

Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.

The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.

Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.

The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?

The System Has No Slack Left

The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.

Today’s supply chain challenges are tomorrow’s hunger crisis.

There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.

The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.

What Joseph Knew

Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.

Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.

Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.

Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.

None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.

Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.

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