Jan. 7 at 2:21 AM
Since
$KMI is domestic, I don't suspect it will see much benefit from the US attempting to reignite Venezueala's oil industry. Some people are saying that it may even hurt KMI if an "oversupply" issue takes place. However, the reality is the reworking of the Venezuelan oil infrastructure will take years. It will be interesting to see if instability and Trump will keep the oil companies from going "all in" on Venezuela. Especially if you have Gavin Newsome or environmentally conscience democrat win in 2028.