Expert Interview
A Second Look: Evaluating how Venezuela’s political transition could shape value opportunities and strategic optionality for U.S. majors, Chevron, ExxonMobil and ConocoPhillips
Ticker(s): CVX, XOM, COP- Most recently served as President of Calfrac’s U.S. Division and previously as Director General for Calfrac Argentina, overseeing large-scale fracturing, cementing, and coiled tubing operations across Latin America and the United States.
- Held multiple leadership roles with Weatherford including Country Business Unit Manager for Fracturing Technologies in Mexico, where he managed a $100M P&L and built the country’s first integrated fracturing and coiled tubing operations. Earlier in his career spent six years with Schlumberger in pressure pumping and field service management roles across U.S. basins.
- More than two decades of hands-on experience building and managing fracturing fleets, pressure pumping services, and well intervention operations—directly relevant to assessing how OFS companies could scale workovers, drilling support, and production services under a different policy and operating framework.
How much incremental production could Chevron unlock under a different policy and operating framework, and over what timeframe?
How attractive are Chevron’s Venezuelan assets on a risk-adjusted return basis versus its global upstream portfolio?
How and when could ExxonMobil, ConocoPhillips, or other majors re-enter Venezuela?
What are the biggest upside opportunities and key risks for Chevron as international capital returns to the country?
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Slingshot Insights Explained
- Call Date
- Jan 20, 2026
- Call Time
- 04:30 PM EST
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