Episode Details

Following the recent Image conference in Houston and publication of our latest Venezuela Scout Insight, the scouting team joins host Bruce Walker. Victoria Phillips talks about the growing but guarded optimism in Venezuela's re-emergence, with Tom Liskey highlighting missing data and lost trust as key headwinds. Troy Grant shares his view that PDVSA and Caracas could navigate towards prominence in a re-ordered global supply market. Tom even posits that this could catalyse an exit from OPEC which would undermine even larger players in the cartel.