GeoMemo
SUN, AUG 30 · EDT
CountriesVenezuela (VE)

Venezuela.

Bolivarian Republic of Venezuela · Caracas · 31.8M people · south-america

Governmentfederal presidential republicLanguagesSpanish (official) 98.2%, indigenous 1.3%, Portuguese 0.1%Area912.0K km²Sanctioned entities482Active conflicts5Mentions 7d14 ▼ 12%CIA· Jan 2026
Stability Score?How the stability score is computedA weighted composite of seven pillars— conflict intensity, event volatility, arms activity, economic health, market stress, sanctions exposure, and humanitarian proxy. Each pillar is scored 0–100 (higher = healthier). The composite is weighted (conflict 25%, economy 20%, events 15%, the rest 10% each) and recomputed daily from strategic events, World Bank indicators, arms-transfer data, and sanctions records.

Risk tier: Critical < 25 · High 25–50 · Elevated 50–75 · Stable≥ 75.
48.6
Critical risk
31-day trend
Intelligence briefGenerated Aug 30, 2026 · CLAUDE-HAIKU-4-5-20251001 · 15 sources
The other side. See this brief from Venezuela's frame — local-language sources elevated, Western framing flagged.
BLUF · Bottom Line Up Front

US secures 55% stake in 65B barrel Venezuelan oil reserves via 100-year concession deal.

Trump administration announced a historic oil agreement granting the US majority control of Venezuela's 17 oil fields containing 65 billion barrels of proven reserves through a 100-year concession. The deal, negotiated by Secretary of State Rubio and Defense Secretary Hegseth with interim president Rodriguez, promises $100 billion in private investment and potential $209 billion in Venezuelan tax revenue. This represents a major geopolitical shift in Latin American relations and addresses US energy security amid global supply constraints.

Confidence HIGHDivergence LOWSingle-source claims 0 2
Venezuela · 90-day event volume
856
total events · 90 daily data points
Annotated milestones
1 of 12
EARTHQUAKE2026-06-022026-07-172026-08-30
Source · intelligence_events · all severity tiersHover any annotated dot for full milestone
Key Judgments
01
US-Venezuela oil deal fundamentally reshapes hemispheric energy dynamics and US strategic positioning.
Multiple corroborating sources across international media outlets (Gulf News, Washington Times, NDTV, CBC, Financial Express) confirm Trump administration secured a 100-year concession granting 55% production stake from 17 Venezuelan oil fields containing 65 billion barrels. Deal negotiated by senior US officials (Rubio, Hegseth) with Venezuelan interim government, positioning this as historically significant geopolitical achievement. Infrastructure recovery timelines remain uncertain but investment commitment of $100 billion signals confidence in post-Maduro stability.
high confidence15 sourcesEN
02
Venezuelan political transition from Maduro capture creates window for US resource access and sanctions relief.
Reporting from Diario El Día and La Jornada indicates Maduro's capture enabled rapid negotiations with Rodriguez interim government. US Treasury expanded sanctions exemptions for eight Venezuelan strategic sectors (oil, petrochemicals, mining) concurrent with deal announcement. This sequencing suggests calculated US strategy to leverage political instability for maximum resource concessions while maintaining leverage through selective sanctions relief.
high confidence since yesterday3 sourcesEN · ES
03
Venezuela's OPEC departure likely as oil deal prioritizes bilateral US relationship over cartel alignment.
Arabian Post reports Venezuela considering OPEC exit concurrent with US investment negotiations. Deal structure granting US 55% production control creates direct conflict with OPEC production quotas and collective pricing strategy. Founding member departure would weaken OPEC coordination, particularly significant given concurrent Iran sanctions pressures and Strait of Hormuz transit disruptions.
moderate confidence1 sourceEN
04
Deal generates significant Canadian competitive disadvantage in Western Hemisphere oil market.
Le Journal de Montreal and CBC report analyst assessments that US-Venezuela deal weakens Canada's negotiating position in regional energy markets. 65 billion barrel reserve access and $100 billion investment commitment could structurally alter North American energy supply dynamics and shift US dependency away from Canadian crude.
moderate confidence since yesterday2 sourcesEN · FR
05
Chevron positioned for significant expansion as primary US corporate beneficiary of Venezuelan concessions.
New York Times reports Chevron negotiating expanded Venezuelan operations concurrent with US government deal announcement. Corporate-government coordination suggests Chevron designated as primary vehicle for US resource extraction, potentially generating substantial long-term returns while serving geopolitical objectives.
moderate confidence1 sourceEN
Watchlist · next 48 hours
01
Formal Venezuelan OPEC withdrawal announcement and impacts on cartel cohesion.
Indicator · Official statement from Venezuelan government (Rodriguez or designate) confirming OPEC departure; OPEC emergency session convened; production quota adjustments announced by remaining members
65% 20pp
02
Chevron operational commencement in expanded Venezuelan fields and investment drawdown initiation.
Indicator · Chevron press release announcing deployment of personnel/equipment; US Treasury licensing of expanded corporate operations; first capital expenditure announcements for Venezuelan infrastructure
72% 3pp
03
Venezuelan domestic political/economic stability under Rodriguez interim government and investor confidence indicators.
Indicator · Civil unrest incidents related to oil deal terms; Venezuelan diaspora reactions; currency/inflation trend reversals; international creditor engagement announcements
58% 12pp
04
Regional diplomatic reactions from China, Russia, or other major Venezuelan stakeholders regarding US resource control.
Indicator · Official statements from Beijing/Moscow governments; Chinese company withdrawal from Venezuelan projects; Russian military advisory presence changes; OAS or UN body discussions
68% 3pp
+How we produced this brief

Generated under ICD 203 analytic-tradecraft standards by CLAUDE-HAIKU-4-5-20251001. Evidence pack drawn from 37 dispatches over the trailing 48 hours, plus structured intelligence-event rows, extracted quantities, and threat-evidence records.

Local-language reporting is incorporated where available (FR, FA, EN, ES), with explicit divergence flagging where local and Western framing diverge. Every claim ships with a calibrated confidence statement.

Event timelineLast 7 days · 12 milestones · hover for context
AUG 30
2026
Venezuela-US Oil Deal
diplomatic_tension · severity 6
Elevated
AUG 29
2026
US-Venezuela Oil Deal
energy_project · severity 8
Critical
AUG 29
2026
US-Venezuela oil deal
trade_deal · severity 8
Critical
AUG 29
2026
Venezuela considers OPEC exit
diplomatic_tension · severity 6
Elevated
AUG 29
2026
Venezuela Inflation
economic_indicator · severity 8
Critical
AUG 29
2026
Venezuela Currency Crisis
currency_crisis · severity 9
Critical
AUG 29
2026
Venezuela-US Deal
diplomatic_tension · severity 4
Moderate
AUG 29
2026
US-Venezuela Oil Agreement
trade_deal · severity 8
Critical
AUG 29
2026
Venezuela-US Tension
diplomatic_tension · severity 6
Elevated
AUG 27
2026
Earthquake in Venezuela
earthquake · severity 3
Moderate
Stability components7-pillar breakdown · each 0–100, higher = healthier · 30-day trend per pillar
Conflict Intensity
15/100 · 25% wt
target conflicts: 3domestic conflicts: 1max escalation score: 100
Event Volatility
89/100 · 15% wt
target events: 62actor only events: 2domestic events: 1severe domestic: 2instability rate: 1.50%article coverage 90d: 4,353
Arms Activity
40/100 · 10% wt
arms imports: 18total value usd: $14.60Bconflict amplified: yes
Economic Health
53/100 · 20% wt
gdp growth pct: 5.52%inflation pct: 254.95%unemployment pct: 5.32%
Market Stress
80/100 · 10% wt
total signals 30d: 40negative signals 30d: 8
Sanctions Exposure
4/100 · 10% wt
sanctioned entities: 482is sanctioning power: no
Humanitarian Proxy
85/100 · 10% wt
life expectancy: 72.7literacy rate: 97.20%
Risk matrix5 enterprise-decision dimensions · derived from the 7 stability pillars · higher = more risk
Political
16Stable
Security
58Elevated
Economic
36Moderate
Regulatory
96Critical
Operational
56Elevated
Risk dimensions are derived from the 7 stability pillars. Higher score = more risk (inverted from the stability score, where higher = healthier). Operational is a weighted composite intended for enterprise-decision use.
Open the 90-day operational risk view →
Peer comparisonSame-region countries by stability score · this country highlighted
Peer comparison · South America
Rank 3 of 14
01Republic of Colombia
39.8
02Argentine Republic
48.2
03Bolivarian Republic of Venezuela· this country
52.3
04Federative Republic of Brazil
65.0
05Republic of Chile
73.3
06Republic of Ecuador
74.1
07Republic of Peru
76.5
08Plurinational State of Bolivia
87.1
EconomyWorld Bank · 10-year series · 13 indicators
GDP (current USD)
WB· 2024
$120.6B
$18.2B YoY
GDP per capita
WB· 2024
$4.2K
$627 YoY
Inflation (CPI)
WB
Unemployment
WB· 2024
5.3%
0.1% YoY
Population
WB· 2024
28.4M
104.7K YoY
Military spend %GDP
WB· 2023
0.50%
0.15% YoY
Life expectancy
WB· 2024
72.7 yrs
0.2 yrs YoY
Internet users %
WB· 2024
76.7%
0.3% YoY
Security12 recent events · 5 conflicts · 10 transfers
Event volume · 90 days
856
Casualties (killed) · 90 days
11804
High-severity events
2026-08-30
SEV 6
Venezuela-US Oil Deal
Diplomatic Tension
2026-08-29
SEV 8
US-Venezuela Oil Deal
Energy Project
2026-08-29
SEV 8
US-Venezuela oil deal
Trade Deal
2026-08-29
SEV 6
Venezuela considers OPEC exit
Diplomatic Tension
2026-08-29
SEV 8
Venezuela Inflation
Economic Indicator
2026-08-29
SEV 9
Venezuela Currency Crisis
Currency Crisis
2026-08-29
SEV 4
Venezuela-US Deal
Diplomatic Tension
2026-08-29
SEV 8
US-Venezuela Oil Agreement
Trade Deal
Active conflicts involving Venezuela
Iran war
Civil War · 382821 dispatches
Critical · 100
Persian Gulf conflict
Maritime · 67407 dispatches
Critical · 100
US-Venezuela conflict
Proxy · 21551 dispatches
Critical · 100
Venezuelan crisis
Civil War · 14520 dispatches
High · 51.3
Latest dispatches10 in country corpus · sources come online as coverage grows
Geopolitical Politics

Ro Khanna Says Trump Has Taken US Back 100 Years With Venezuela Policy: 'Era of Gunboat Diplomacy' - Dailyhunt

Ro Khanna criticizes Trump's Venezuela policy as outdated and aggressive.

DailyhuntUnited States · Venezuela
Geopolitical Politics
Comparte Maduro fotos desde la cárcel en EU
Reforma
Geopolitical Politics
Nicolás Maduro reapareció desde la cárcel con fotos inéditas y un mensaje de “amor y esperanza”
Diario El Dia -
Geopolitical Economics
‘Gift from Venezuela’: Trump says oil deal will help refill US strategic reserve
Times of India
Geopolitical Conflict
Lawmakers press Trump as Iran war reaches six months
Arabian Post
Rodríguez faces broad backlash over US oil pact
Arabian Post
Trump intends to refill Strategic Petroleum Reserve with Venezuelan oil
Washington Times
Publican fotos de Nicolás Maduro en redes sociales tras acuerdo petrolero con EEUU
Clarin
Abkommen mit Venezuela: Trump will strategische Reserve mit Öl aus Venezuela auffüllen
Die Zeit
Historic Oil Deal Between US and Venezuela Revealed - finway.com.ua
finway.com.ua
Think tanks · this country19 articles from research institutions tracking Venezuela
Atlantic Council
The oil shock is sorting Latin America. The dividing line is institutions, not barrels.
A 2026 Persian Gulf oil shock that pushed Brent to $87 per barrel revealed Latin America divides not by resource wealth but institutional strength, with countries like Brazil and Argentina converting higher prices into investment while Mexico's state control deepened vulnerability.
Aug 17, 2026
Issues. Ideas. Impact.
Beyond OPEC: The Geopolitical Earthquake Reshaping the Middle East and Its Neighbors
The UAE exited OPEC on May 1 after 59 years, citing production quota constraints that cost it approximately $50 billion annually, challenging Saudi Arabia's leadership amid regional Iran tensions and exposing deeper geopolitical fractures across the Middle East.
May 15, 2026
Issues. Ideas. Impact.
Can the Next Secretary-General Bring the UN Back to Relevance?
The United Nations faces declining relevance amid geopolitical polarization and great-power rivalries. The incoming secretary-general must restore the UN as a consequential actor in global peace and security, rather than remaining a sidelined spectator to major conflicts.
May 15, 2026
Council on Foreign Relations
Why Are More U.S. Allies Exploring Ties with China?
US allies are seeking ties with China due to unreliable US support and trade policies.
May 14, 2026
Chatham House
Do Trump’s ‘maximum pressure’ sanctions inevitably lead to military action?
Trump's administration imposed "maximum pressure" sanctions on five countries during his terms, escalating to military action against Venezuela and Iran when sanctions failed to achieve regime change, demonstrating how economy-wide sanctions without negotiation off-ramps create dangerous escalatory momentum.
May 8, 2026
The Heritage Foundation
The OPEC Cartel Crackup
The UAE withdrew from OPEC this week, signaling the cartel's declining control over global oil supplies amid surging American shale production, potentially lowering gasoline prices for U.S. consumers over time.
May 8, 2026
Brookings
Rethinking North Korea diplomacy
Trump administration's diminished focus on North Korea amid Venezuela and Iran crises contrasts with Trump and Kim's recent diplomatic signals, yet North Korea's strengthened ties with Russia and China-including $7-14 billion in military support-reduce Pyongyang's incentive to negotiate denuclearization.
May 1, 2026
Council on Foreign Relations
The Ultimate Price of Prediction Markets
A U.S. Army Special Forces sergeant illegally wagered $33,000 on classified intelligence about Venezuela's Maduro capture via Polymarket, earning $409,000 profit, exposing how geopolitical prediction markets incentivize national security insiders to leak classified information with grave security consequences.
Apr 26, 2026
Atlantic Council
US-Colombia Strategic Alignment Coalition
The Adrienne Arsht Latin America Center launched the US-Colombia Strategic Alignment Coalition to renew bilateral cooperation across five areas: election security, modernized security partnerships, Venezuela's recovery, trade expansion, and strengthened state presence amid rising illegal armed group activity and electoral tensions.
Apr 25, 2026
View all think-tank coverage of Venezuela
Top entitiesMost-mentioned actors in Venezuela-tagged articles · last 30 days
Nicolás Maduro
personlast · Aug 30
2,193
Nicolas Maduro
personlast · Aug 30
1,428
Delcy Rodríguez
personlast · Aug 30
1,022
Delcy Rodriguez
personlast · Aug 30
567
Cilia Flores
personlast · Aug 30
334
Maduro
personlast · Aug 24
309
María Corina Machado
personlast · Aug 24
218
Hugo Chávez
personlast · Aug 30
171
Diosdado Cabello
personlast · Aug 22
127
Gustavo Dudamel
personlast · Aug 29
102
Forward calendar · relatedUpcoming scheduled events · co-mentioned countries · conflicts · recent reports
Related
+Methodology · how this profile is built

This profile draws from four data tiers. Baseline facts (geography, languages, religion) are from the CIA World Factbook snapshot of January 2026 — the final snapshot before the website was retired. Economic indicators refresh daily from the World Bank. Events, conflicts, dispatches, and entity mentions flow continuously from our continuous intelligence graph — sources come online as we add them. Intelligence briefs are generated daily under ICD 203 analytic-tradecraft standards.

Coverage of Venezuela will sharpen as we add local-language sources. Every field above carries a provenance chip so you can judge freshness for yourself.