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Following last month’s dramatic capture of former Venezuelan President Nicolás Maduro, the Trump Administration is now shifting into high gear to expand the footprint of Western companies in Venezuela’s oil sector. Through the Office of Foreign Assets Control (OFAC), a series of new Venezuela General Licenses (GLs) have been published, including GL 50, which authorizes companies, including BP, Chevron, Eni, Repsol, and Shell to begin oil production operations in Venezuela. These new authorizations come just after U.S. Energy Secretary Chris Wright visited some of the South American nation’s oil-producing facilities, accompanied by its Chavista acting president, Delcy Rodríguez.
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On January 21, 2026, U.S. President Donald Trump announced a framework for a potential deal over Greenland after meeting with NATO Secretary General Mark Rutte. “We have formed the framework of a future deal with respect to Greenland and, in fact, the entire Arctic Region,” Trump wrote. This agreement prompted the U.S. president to back down from earlier threats to impose tariffs on the exports of eight European countries, which were scheduled to take effect on February 1st.
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President Donald Trump promised to reconsider tariffs on India if New Delhi ceases purchasing Russian crude oil. Targeting Moscow’s second-largest crude oil buyer strikes directly at the Kremlin’s financial underbelly in its war of attrition against Ukraine. While this leverage may prove consequential as peace talks are limping, some in Washington worry that pressure on India is strengthening those in New Delhi arguing for “strategic autonomy”, including the India’s Foreign Minister S Jaishankar. Speaking to the media in at the Munich Security Conference, he refused to a give a clear answer to the question whether India is cutting its Russian oil purchases. In the meantime, a political row exploded in New Delhi as the Congress-led opposition has accused Narendra Modi’s government of “selling out under pressure”. Overplaying Washington’s hand could reduce future avenues for cooperation to contain China in Southeast Asia or the Middle East with Indian support, through the I2U2 and other frameworks.
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Japan’s 2026 election results signal a major energy shift for the country. Sanae Takaichi of the Liberal Democratic Party (LDP) reclaimed her position as Prime Minister of Japan, winning by a landslide during the snap general election. She effectively gave her party control of the lower house with a two-thirds supermajority without any coalition obligations. With control over three-quarters of the chamber, 352 seats out of the 465, the ruling party will be able to overridevetoes by the upper house. The ability to push its policies will provide the LDP with certainty over its proposed energy and industrial policies.
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The vision for a rebuilt Gaza that Jared Kushner unveiled at the World Economic Forum in Davos this January is nothing if not audacious. A “New Gaza,” defined by skyscrapers and high-tech data centers, aims to replace a century of terrorism and wars — and grievance politics with the promise and logic of the free market.
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Each new crisis in Iran revives fears of a repeat of 1979, when Iranian oil production collapsed by 80 percent, removing 7 percent of supply from the global market and triggering a historic energy shock. Today, with Iran’s Supreme Leader, the Iranian Revolutionary Guards Corps (IRGC), including its bloody volunteer Basij militia, killing the citizens en masse, and with President Donald Trump weighing his options, events in and around Iran are prompting similar anxieties. But the conditions that turned Iran’s 1979 upheaval into a global oil shock no longer exist. Leadership change in Iran — as very recently advocated by Trump — would create short-term market disruption, but these risks are manageable.
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The rise of AI, the shift from renewables to fossil fuels and nuclear, and other changes in Trump Administration policies indicate that 2026 will continue to reshape U.S. energy. The growing focus on energy as a national security instrument is driving a chain reaction, shifting priorities across sectors, easing restrictions, and prioritizing the expansion of conventional energy infrastructure. In 2026, nuclear energy and reactor development, as well as grid build out, will be at the forefront, generating winners and losers in capital markets.
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With acting President of Venezuela Delcy Rodrigues coming to Washington on Tuesday, January 13th, all eyes are on whether the Chavista regime can negotiate its way out of the crisis caused by the rendition of its leader, Nicolás Maduro, by the U.S. military on January 3rd.
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As 2025 draws to a close, the Trump White House, Department of Energy, Department of Interior, the EPA, and numerous other federal agencies involved in regulating energy and the environment have shifted away from the Biden Administration’s emphasis on “green transitions” and expensive renewables, and towards an approach that prioritizes conventional energy sources and energy security. The climate change assumptions of the Obama-Biden era that guided U.S. energy policy since 2008 are no longer influential. Today, energy security is paramount, and economic efficiency takes precedence over other concerns, with federal efforts to decarbonize and move toward a clean energy economy being replaced by initiatives that expand oil and gas production and accelerate the development of traditional energy sources — hydrocarbons and nuclear.
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As the global energy landscape evolves, investors must assess the stability of traditional fossil fuels against the growth potential of renewable energy and advanced nuclear technologies. Some experts highlight a rising global backlash against renewables, as increasing evidence in Europe and elsewhere raises questions about long-term profitability and sustainability without government largesse. Others argue that addressing climate change is non-negotiable, making renewables a safe investment. This article also reflects the expected revival of the nuclear industry.
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