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Qué significa el giro petrolero entre EE.UU. y Venezuela para los mercados energéticos del Caribe

La primera venta de crudo venezolano por USD 500 millones de EE. UU. marca un reajuste en las relaciones energéticas en un momento clave para LATAM y el Caribe.

PARAMARIBO, SURINAME, January 19, 2026 /EINPresswire.com/ — Esta semana, Estados Unidos completó su primera venta de petróleo venezolano. La transacción por USD 500 millones reabrió un canal geopolítico que había permanecido en gran medida inactivo durante años, lo que señala que el pragmatismo energético vuelve a influir en el enfoque de Washington hacia el Hemisferio Occidental.

Realizada bajo un nuevo acuerdo entre EE.UU. y Venezuela que permite comercializar crudo sancionado con los ingresos depositados en cuentas controladas por Estados Unidos, la venta representa un cambio tangible en la forma en que Washington equilibra la presión política con la seguridad del suministro. Funcionarios estadounidenses han indicado que se espera que sigan otros cargamentos, lo que ofrece a Venezuela una vía limitada pero significativa para regresar a los mercados petroleros globales tras años de aislamiento, durante los cuales la producción cayó de más de 3 millones de barriles diarios (bpd) a fines de la década de 1990 a alrededor de 900.000 bpd en los últimos años.

Para América Latina y el Caribe, las implicaciones van mucho más allá de Venezuela. La reanudación de las ventas de crudo venezolano —según se informa, a precios más altos que los que el país recibía anteriormente— tiene el potencial de estabilizar los flujos regionales de petróleo y respaldar la economía de las refinerías en la Costa del Golfo de EE.UU., donde la capacidad para procesar crudo pesado sigue siendo significativa. Para las refinerías del Caribe y los importadores de energía, una mayor disponibilidad de crudo regional podría reducir la dependencia de importaciones de mayor distancia desde Medio Oriente o África Occidental, disminuyendo los costos de transporte y mejorando la confiabilidad del suministro para refinerías y productores de energía.

Para las economías insulares que siguen dependiendo en gran medida de los combustibles importados, incluso mejoras incrementales en logística, precios y previsibilidad del suministro pueden traducirse en ganancias fiscales y de seguridad energética significativas. Con el tiempo, esto puede respaldar el empleo local, los ingresos gubernamentales y sistemas energéticos más resilientes en mercados que históricamente han pagado una prima por la importación de combustibles.

El cambio también refleja el esfuerzo más amplio de Washington por reafirmar su influencia económica en América Latina en un momento de creciente competencia global. El presidente de Estados Unidos, Donald Trump, ha mencionado públicamente cifras de hasta USD 100.000 millones en posibles inversiones estadounidenses en energía e infraestructura en América Latina si se profundiza el compromiso; una cifra que es más una señal política que un compromiso firme, pero que aun así indica cuán central se ha vuelto la energía en la estrategia regional de EE.UU. Incluso una fracción de ese capital, si se materializara, sería transformadora para la rehabilitación upstream, la infraestructura midstream y la modernización downstream en todo el hemisferio.

Para los gobiernos regionales y las empresas energéticas, este momento presenta tanto oportunidades como urgencia. La reintegración parcial de Venezuela podría desbloquear miles de millones de dólares en inversiones postergadas para rehabilitar campos envejecidos, oleoductos e infraestructura de exportación. Los productores vecinos y los centros de servicios también podrían beneficiarse de un mayor flujo regional y de una mayor colaboración. Guyana y Surinam ya están atrayendo compromisos upstream de varios miles de millones de dólares, mientras que Trinidad y Tobago continúa posicionándose como un centro clave de procesamiento de gas y GNL para el Caribe.

Es esta convergencia de geopolítica, capital y dinamismo de proyectos lo que hace que Caribbean Energy Week (CEW), que se llevará a cabo del 30 de marzo al 1 de abril de 2026 en Paramaribo, Surinam, sea especialmente oportuna. Como el principal foro energético de la región, el evento reúne a responsables de políticas públicas, compañías petroleras nacionales, inversores internacionales y proveedores de tecnología en un momento en el que la alineación estratégica es crucial. Los debates sobre hidrocarburos, monetización del gas, generación eléctrica, energías renovables e integración regional influirán directamente en las decisiones de inversión que se están tomando hoy.

En un escenario definido por alianzas cambiantes y un renovado compromiso de Estados Unidos, CEW 2026 ofrece una plataforma poco frecuente para ir más allá de la diplomacia de titulares y centrarse en la ejecución: estructurar proyectos financiables, movilizar capital diversificado y garantizar que el desarrollo energético genere resiliencia económica a largo plazo.

La venta de petróleo venezolano por parte de EE.UU. puede ser solo el primer cargamento de un proceso más largo, pero ya es un indicador de cambio. Para América Latina y el Caribe, la pregunta ya no es si la atención global está regresando, sino cuán eficazmente la región se posiciona para aprovecharla.

Caribbean Energy Week
Energy Capital and Power
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