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"The situation is very fluid, very opaque, and there's a big geopolitical angle. We're in the early stages where Venezuelan production is concerned."
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"This is a time when you think, 'Thank God the US doesn't have a state-owned oil company,'" she says. "They need the private sector, but for the moment, the private sector isn't budging. And what company in their right mind is going to put money into Venezuela?"