Geopolitical Intel Briefing: Modeling crude reallocations from Venezuela's Orinoco Belt under direct US equity joint-venture injection (e.g. Chevron/US refiners) versus historical China Development Bank (CDB) loan-for-oil repayments and regional Latin American heavy crude balance.
Policy Scenarios
Preset Matrix
Operational Parameters
35%
950 mbpd
$72.00
$12.5B
20%
Venezuelan Heavy Sour Crude Stream Routing (mbpd)
-38.4% China Security
US Gulf Coast Offtake
427.5 mbpd
China Debt-Oil Delivery
228.0 mbpd
PDVSA Spot / Asia Teapots
294.5 mbpd
China Annual Debt Recovery
$3.82B / yr
4.1 yrs payoff
China Loan-for-Oil Balance Sheet & Regional Spillover
Geopolitical Impact Matrix
| Strategic Domain | Status Quo Benchmark | US Stake Scenario | Net Delta |
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