BREAKING — Montana Governor Greg Gianforte tells Fox’s Tucker Carlson he was just informed of a reported explosion in Billings, Montana. The governor says they are "monitoring the situation."
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US dominance over Venezuela's oil fields now means America gains strategic leverage over a key heavy crude supply line to China (~600-800k bpd pre-disruption, roughly 5-7% of China's imports).
It’s impactful enough to matter in energy geopolitics, as flows can be redirected to US refiners or used strategically, without triggering an existential crisis for Beijing.
A significant Venezuelan production ramp-up is still years away. But for now, it provides the U.S. with a brilliant leverage opportunity.
Part 2/🧵
Quick context: Venezuela has long claimed Guyana's Essequibo region, which comprises two-thirds of Guyana's land and is the site of massive offshore discoveries in the Exxon-led Stabroek Block (11b+ barrels found since 2015).
Maduro ramped up tensions with a 2023 referendum on annexation and military incursions that harassed operations.
Now, with US influence over post-Maduro Venezuela, those threats are neutralized.
Essequibo's reserves aren't just protected, but will almost certainly be developed securely under strong US-backed (Exxon/Chevron) interests.
And this isn't small potatoes: Guyana's production has surged to ~900,000 bpd as of late 2025, with more growth ahead.
Anyone fixating solely on Venezuela's reserves is MISSING the bigger picture: US influence over post-Maduro Venezuela, plus Guyana's longstanding backing, effectively UNLOCKS a combined ~2 million barrels per day of heavy crude production RIGHT NOW.
That’s a top-10 global producer equivalent under friendly control: impactful today for leverage, refinery supply, and long-term energy stability.
And with Guyana’s planned projects coming online soon, plus an eventual Venezuelan ramp-up likely, a lot more ‘black gold’ is coming down the pipeline under U.S. influence.
Part 3/🧵
Moving south: Argentina's Vaca Muerta shale, often called the "Argentine Permian,” holds world-class reserves comparable to top US plays.
Under pro-market President Javier Milei, reforms have unleashed a boom: oil production surged to ~850,000 bpd in late 2025 (up ~20% YoY), with shale now ~2/3 of output. Forecasts point to 1M+ bpd by 2030.
US majors like Chevron (deeply invested) and others are now driving growth, alongside YPF, the nation’s major producer. New pipelines and LNG projects are also unlocking exports.
So, add ~850k bpd of aligned, high-quality crude/gas to the Venezuela-Guyana bloc, and Western hemisphere energy dominance starts STACKING UP FAST, posing a real threat to OPEC's pricing power.
🚨BREAKING: Trump DHS officials have CONFIRMED to me:
Santa will be ALLOWED to cross the border tonight.
But they add: “We’ve asked for copy of the Naughty List and are reviewing it. No free rides for invaders, only coal and a one-way ticket home!”
BREAKING: A rouge district judge in Hawaii just issued a nationwide injunction BLOCKING Santa's “Trump Christmas Flyover Visa,” whining that it violates "open borders equity."
Judge's unhinged ruling: "If one white guy in a red suit gets a holiday visa-free flyover from the President, why not millions from the third world?”
Trump DHS has filed an emergency appeal to SCOTUS:
"Santa's been thoroughly vetted since our founding. He brings American-made toys per the new US trade deal with the North Pole, creates seasonal JOBS, JOBS, JOBS, and pure JOY. Zero welfare, zero crime. No woke district judge should be able to act like a Grinch and steal Christmas from millions of American children.”