In partnership with AltIndex

In case you missed it: the U.S. just removed Nicolás Maduro from Venezuela and put him on trial. President Trump announced the U.S. will "run" Venezuela's oil sales indefinitely.

This is no minor policy shift. Venezuela holds 300 billion barrels of oil reserves (the largest in the world) and Latin America's largest gold deposits. The U.S. is already facilitating the sale of 50 billion barrels.

If this plays out as Trump suggests, we're looking at a fundamental reshaping of Western Hemisphere energy markets. And certain U.S. companies could be positioned to benefit dramatically.

Today, in this emergency edition, we're breaking down which stocks could gain from long-term U.S. involvement in Venezuelan oil, infrastructure, and resource extraction.

→ And what separates investors who capitalize on these situations from those who miss them?

In our opinion, it’s information speed. Signal detection. Knowing when something significant is happening before it's obvious to everyone.

You can manually check each of these stocks every day, read every earnings report, monitor every news source…

Or you can set alerts on AltIndex and get notified the moment something moves.

Your choice. The situation is unfolding now.

Start your free 7-day AltIndex trial now →

Not financial advice. Always do your own research, and past performance doesn’t guarantee future results.

Here’s the timeline thus far:

Now the question: which companies stand to benefit the most?

President Trump explicitly stated that U.S. firms would "spend billions" to fix Venezuela's crumbling infrastructure.

KBR (KBR):
When tons of military personnel move into a region, they need bases, camps, and food. That’s what KBR specializes in, which will be very necessary if we’re about to see 10,000s of U.S. service members head into Venezuela for long-term occupation. And it isn’t really a question of if the US will use KBR in this way; KBR holds the U.S. Army's LOGCAP V (Logistics Civil Augmentation Program) contract, making them the go-to contractor for this stuff. KBR made billions in the Iraq and Afghanistan wars for similar contract work.

Halliburton (HAL):
Often called the "first boots on the ground" in oil restoration. Halliburton has maintained a skeleton crew in Venezuela for years just to preserve its "mothballed" equipment. They are the primary candidate for the massive technical contracts required to repair wells and restart stagnant production.

Chevron (CVX):
The clear frontrunner. As the only U.S. major that maintained active joint ventures in Venezuela prior to the strike, Chevron has the most "institutional knowledge" and existing infrastructure to ramp up production immediately.

SLB (formerly Schlumberger):
Like Halliburton, SLB has significant equipment already stored in-country. They are essential for the high-tech "subsurface" work needed to tap the Orinoco Belt's heavy reserves.

Fluor (FLR)
Not often mentioned in these conversations, Fluor is another company with high-level expertise in petrochemical engineering and refinery, which is exactly what the Venezuelan oil situation requires at the moment. They have also worked in Venezuela before, though it was in the 80s. 

Cemex (CX):
This is a concrete building company based in Mexico. It would make sense for the US to tap Cemex as a partner in building out Venezuela’s oil industry from here. Cemex even once had a base in Venezuela (before it was nationalized).

A U.S.-led transition likely means a "cleaning of the books," which could lead to massive payouts for companies with long-standing legal claims.

Circle (CRCL):
Another pick we haven’t seen talked about much. Circle previously helped the US government distribute USDC (stablecoin) payments to medical workers in Venezuela in 2020, bypassing the country’s broken banking system. This method could be used to get around corruption once again in 2026, as stablecoins are more legitimate than ever after the GENIUS act last year.

ConocoPhillips (COP):
This is a "recovery play." ConocoPhillips has been chasing over $11 billion in arbitration awards since their assets were seized in 2007. A U.S. administration managing Venezuela’s oil revenue would likely prioritize settling these claims to restore international investor confidence.

ExxonMobil (XOM):
Similar to Conoco, Exxon has billions in outstanding claims. Furthermore, Exxon’s success in neighboring Guyana makes them a natural candidate to help manage the offshore and border-region reserves.

Gold Reserve Ltd. (GDRZF):
This is one of the multiple gold miners that had billions of dollars of assets previously commandeered by Venezuela; that is now likely to change. Gold Reserve plans to reclaim its Brisas and Siembra Minera projects, which are said to hold $44 billion in gold deposits. GDRZR rose 100% on the news of Maduro’s capture.

Gold:
This one’s simple. Geopolitical instability is typically a good sign for gold investors. As things continue to change and shift, it could be worth watching gold’s price. And it’s already gone up since the US removed Maduro. We know that 2025 was a huge year for gold, but that doesn’t mean 2026 couldn’t also be big.

U.S. Gulf Coast refiners were built to process "heavy-sour" Venezuelan crude. Access to this "local" supply could significantly lower input costs compared to shipping oil from the Middle East.

Marathon Petroleum (MPC):
As the largest U.S. refiner, Marathon’s Gulf Coast facilities are specifically engineered for the "sludgy" heavy-sour crude Venezuela produces. Access to this "local" supply significantly lowers their feedstock costs compared to importing similar grades from the Middle East.

Valero Energy (VLO):
Often cited as the most complex independent refiner in the world, Valero is a primary "destination" for Venezuelan oil. Their high-tech "coking" units allow them to turn cheap, low-quality crude into high-value diesel and jet fuel, maximizing profit margins (crack spreads).

Phillips 66 (PSX):
Phillips 66 operates the Sweeny Refinery in Texas, which sits at the heart of the heavy crude pipeline network. They are positioned to be among the first to receive renewed shipments, reducing their reliance on more expensive Canadian or Mexican alternatives.

The precision of the raid - utilizing 150+ aircraft and Delta Force - highlights the continued demand for advanced military tech.

Lockheed Martin (LMT) & Northrop Grumman (NOC):
As the makers of the F-22s and stealth drones used in the operation, these companies benefit from the "Donroe Doctrine" (Trump's version of the Monroe Doctrine), which emphasizes U.S. military dominance in the Western Hemisphere.

Palantir (PLTR):
Palantir is heavily involved in the data analytics and targeting used by U.S. Special Operations. The successful "discreet and precise" capture of Maduro validates the use of these high-level intelligence platforms.

General Dynamics (GD):
If the US military is going to be on the ground in Venezuela in any form to supervise its oil industries (which it may not), they’re going to need more ground armored vehicles and logistical support vehicles. That’s what General Dynamics specializes in.

Here's the reality: this situation is developing rapidly. Congressional pushback could change everything. Venezuelan resistance could complicate operations. Oil prices could shift. Contracts could go to unexpected winners.

What you need is real-time information on these stocks as the situation unfolds.

That means things like:

You can't monitor all of this manually. You'd miss half the signals while you sleep.

This is exactly why AltIndex built its alert system.

You choose which stocks to track. You get notified the moment something significant happens, like if Reddit sentiment shifts, Congress members buy, insiders accumulate, hiring spikes, or web traffic surges.

You're not constantly refreshing pages. You're not missing moves because you have a job. You get the signal, you do your research, you act if it makes sense to you (and you do your own due diligence).

Track every stock mentioned in this report. Set custom alerts. See the signals before they become headlines.

We could be looking at a fundamental reshaping of Western Hemisphere energy markets. Venezuela holds more oil than Saudi Arabia. The U.S. just took operational control. American companies are positioned to rebuild infrastructure, extract resources, and profit from resumed oil flows.

Or Congress could reverse course. Or Venezuela could resist. Or oil prices could collapse.

The point isn't that these stocks are guaranteed winners. The point is that a major geopolitical shift just happened, and certain companies are positioned to possibly benefit (a lot) if it plays out as Trump suggests.

Remember, what separates investors who capitalize on these situations from those who miss them is information speed, signal detection, and knowing when something significant is happening before it's obvious to everyone else. That’s our opinion, but we think it’s a strong one.

So, you can manually check all of that every day (if you somehow have the time for it).

Or you can set alerts on AltIndex.

Your choice. The situation is unfolding now.

Interested in sponsoring our newsletter and putting your brand in front of 100K+ readers?

Reach out to us here, we’d love to talk:

That’s all for today’s special edition. We hope you got value from it. Reply and let us know if you did. 

Until next week,

— Brandon & Blake