Here's an interesting angle on energy markets heading into 2026. The Venezuela situation actually narrows competitive dynamics—Guyana's continued expansion becomes even more significant in that context. For major energy players, this reshapes the risk-reward equation considerably.

The underlying opportunity is substantial (we're talking $17 trillion scale), and the geopolitical setup could provide meaningful tailwinds rather than headwinds. That said, everything hinges on tensions staying contained. If regional friction escalates, the entire calculus flips. Right now though, the structural forces seem to favor consolidation among key players positioned in growth zones.