Seb Kennedy
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Seb Kennedy
@sebkennedy.bsky.social
Founding editor of Energy Flux — the home of fiercely independent energy market analysis

Free newsletter: www.EnergyFlux.news
Shamefully stolen from X. Original post here: x.com/PapiTrumpo/s...
x.com
January 11, 2026 at 11:19 AM
Excellent resource, thank you. Having only just joined I’m on the hunt for energy folk. I write about gas/LNG markets and geopolitics— and how they impact energy transition pace & trajectory
January 10, 2026 at 7:45 PM
In Europe, yes, due to proximity. But globally, Qatar is the world‘s second largest exporter — way larger than Algeria and Nigeria combined
January 10, 2026 at 12:26 PM
They will nod and say all the right things to his face. But no way will they plough billions of shareholder capital into Ven
January 10, 2026 at 11:00 AM
Trump’s oily fever dream for Venezuela ain’t gonna happen

bsky.app/profile/sebk...
Today’s White House meeting with Big Oil CEOs was a big flop

Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.

Exxon had its Venezuela assets expropriated twice

Chevron is the last US oil company left there

www.reuters.com/business/ene...
Exxon studies Venezuela return as Chevron plots immediate production bump
Exxon Mobil CEO Darren Woods said on Friday the U.S. oil major is ready to evaluate a potential return to Venezuela in what would be a stunning development after its assets in the South American count...
www.reuters.com
January 10, 2026 at 10:33 AM
Today’s White House meeting with Big Oil CEOs was a big flop

Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.

Exxon had its Venezuela assets expropriated twice

Chevron is the last US oil company left there

www.reuters.com/business/ene...
Exxon studies Venezuela return as Chevron plots immediate production bump
Exxon Mobil CEO Darren Woods said on Friday the U.S. oil major is ready to evaluate a potential return to Venezuela in what would be a stunning development after its assets in the South American count...
www.reuters.com
January 10, 2026 at 12:32 AM
"You'll get a lot of your money back," Trump told ConocoPhillips CEO Lance.

But he added that he envisioned starting with an "even plate" and not look at what people lost in the past.

So, Trump wants Big Oil to invest in Ven reconstruction and write off Venezuelan govt debt. Good luck with that.
January 10, 2026 at 12:30 AM
Exxon says it wants to go back to Ven. But that’s only to placate Trump.

And to recover the $1bn arbitration debt Venezuela owes Exxon

But Trump had some bad news about that…
January 10, 2026 at 12:30 AM
Yes, the folks at @ieefainstitute.bsky.social do excellent work in this space
January 9, 2026 at 11:45 PM
Thanks Nick, means a lot
January 9, 2026 at 7:23 PM
Happy to be of service
January 9, 2026 at 7:23 PM
Energy Flux is hosted on the excellent @ghost.org platform.

The newsletter posts via @ap.brid.gy directly to Bluesky.

Follow here: @seb.energyflux.news.ap.brid.gy
January 9, 2026 at 5:21 PM