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The recent energy agreement between the United States and Venezuela has been met with optimism by some analysts, but also with skepticism. The global firm Oxford Economics believes it represents a “strong recovery” scenario for the Venezuelan economy, though it doubts its implementation. At PitbullChain, beyond oil, we ask: what impact will this have on the P2P cryptocurrency market and the parallel dollar? Here’s what we know.
## A promising agreement, but one that raises doubts

📊 A maracayero on NASA's control dashboard
There are stories you read that feel like science fiction and turn out to be pure archive. Héctor Rafael Rojas's is one of those: a Venezuelan from Caracas by adoption, born in Aragua, educated between Liceo Agustín Codazzi and Fermín Toro, who ended up at La Sorbonne with physics, mathematics, and a PhD in astrophysics under his arm. While half the world viewed Apollo 11 as a geopolitical race, he saw it as a problem of geometry, light, and surface physics.

📊 From "country risk" to a portfolio priority
For years, Venezuela was viewed by major oil companies as a risky destination, with fragile contracts and changing rules of the game. That narrative has just been shaken: Chevron’s CFO, Eimear Bonner, confirmed that the country has risen to the corporation’s top investment opportunities, after securing better contractual terms and additional blocks in the Orinoco Belt.
The figure on the table isn’t small: a gross commitment of nearly US$7,000 million and a production target of 600,000 barrels per day within five years, with total costs that the executive herself places below $20 per barrel. In Bonner’s words, this bet would make it possible to unlock around 9,000 million barrels of commercial reserves over the same period.

The Venezuelan oil-rig board has a new contender, and it certainly didn’t arrive quietly. North American Blue Energy Partners (NABEP), the company led by Venezuelan businessman Alejandro Betancourt, announced that it has already secured a considerable operating arsenal: 60 drilling platforms, 30 steam boilers to mobilize heavy crude, and 70 pieces of heavy machinery equipment. Two of those rigs left Houston aboard the cargo vessel BBC Washington, with about six days of sailing ahead until Venezuelan waters.

📊 The port began to breathe again, but the wound remains open
Business activity at the main seaport terminal on Venezuela’s central coast regained its pace. Rusvel Gutiérrez, who chairs the Chamber of Merchants, Industrialists, and Customs Agents of La Guaira state (Caduainco), confirmed this, noting that port operations are running at full capacity after the double seismic event on June 24, 2026.
The forced rerouting of cargo to Puerto Cabello lasted about a month—a period that shook the logistics of importers, transporters, and businesses that depend on that flow. Although the infrastructure suffered damage, the message from the business sector is clear: the port is operational and the goods are moving again.

📊 A helm delivered by proximity, not by curriculum vitae
The board of Ecopetrol —the largest company in Colombia and one of the most influential state-owned oil companies in the region— decided to put Joaquín Gutiérrez, a business administrator who comes from the real estate and health sectors, in charge of the company. He also served as campaign chief, private secretary, and a trusted adviser to President Abelardo de la Espriella. What’s striking isn’t just the name: it’s that he arrives with not a single day of prior experience in hydrocarbons, as reported by Colombian media.

📊 Maracaibo filled up with booths and the energy market once again started talking about the future
Between September 23 and 24, 2026, the 8th International Expo on Oil, Industry, and Commerce took over Maracaibo with a turnout of around 240 companies, both domestic and foreign, according to figures from the business directory Petróleos de América. The main takeaway is simple: after the easing of U.S. sanctions, suppliers of inputs pulled their quotes out of the drawer again, updated equipment, and went looking for contracts.

📊 A sudden stop in shipment that is felt in Caracas
Venezuelan oil, which in recent years has repositioned itself as one of the relevant suppliers for U.S. refineries, is running into an unusual obstacle: the cost of moving the barrel. According to Bloomberg reports, spot sales with cargo scheduled for October cooled because freight rates have nearly doubled since late August, tightening negotiations between the state oil company and its buyers.

The vice president acting as president, Delcy Rodríguez, and the prime minister of Trinidad and Tobago, Kamla Persad-Bissessar, sat at the same table in New York to unblock a bilateral relationship that had been on hold for some time. The meeting, held on the sidelines of the 81st session of the UN General Assembly, resulted in a roadmap covering energy, trade, security, air connectivity, tourism, agriculture, risk management, and culture, as well as an official visits agenda between Caracas and Port of Spain.

Marco Rubio’s press conference left a headline that few expected and another that almost no one highlighted. The U.S. secretary of state confirmed that Donald Trump and Delcy Rodríguez discussed elections, yes, but the real weight of the agenda was on how to lift an economy that, according to their own words, would end up in the hands of any elected government as a social and economic catastrophe.
Translated into the language of the Venezuelan market: the discussion is not about who sits in Miraflores, but about what remains of the financial system when that happens. And that’s where the local crypto community has a lot to read between the lines.

📊 A meeting without cameras that shook the economic agenda
The White House confirmed that Donald Trump and the acting president Delcy Rodríguez held a meeting this Tuesday, September 22, at the Lotte New York Palace hotel, as part of the reception that the U.S. president hosted for foreign leaders during the UN High-Level Week. There was no press, no joint statements, and no official agenda was published. Far from diminishing its impact, this secrecy makes it the strongest political signal the country has received in years.

Live P2P Radar Capture: 26/8/2026, 2:00:13 p. m.
USDT/VES reference Bs. 960.20
Buy USDT Bs. 960.20
USDT sale Bs. 907.58
BCV Bs. 787.52
Premium vs BCV 21.93%
P2P spread 5.80%
Observed offers 238
Verify current data on Radar P2P
Venezuela's FX market shows a notable divergence between the official BCV rate and what is traded in the P2P market. By the close of August 26, 2026, the BCV published an exchange rate of 787.5196 Bs/USD, while USDT P2P trades at 960.2 Bs/USD, implying a premium of 21.92% over the official reference. This scenario is not new, but the size of the gap and the behavior of the spread provide important signals to understand the current dynamics.

Halliburton moved again on the Venezuelan chessboard. The U.S. corporation announced the signing of memorandums of understanding with Brazilian company Eneva and Venezuelan firm Wesca, with the aim of strengthening energy development initiatives in the country. This isn’t just news about wells and rigs: it’s a sign that the oil services ecosystem is starting to reorganize, and historically, that ends up splashing onto the foreign exchange market, banking, and P2P crypto.
📊 What the agreements say, in plain language

The news hit like a bucket of cold water in a market accustomed to moving among rumors: the Ministry of Communication and Information confirmed that the acting president, Delcy Rodríguez, will travel to New York for the General Assembly of the United Nations, and that on Tuesday she will hold a meeting with the U.S. president Donald Trump. Since 2018, no Venezuelan head of state had set foot on that stage, and the office itself marketed it as the country’s “reentry into the planet’s diplomatic dynamics.”

📊 A foothold at the top of the largest conglomerate in the world
Berkshire Hathaway confirmed what the financial market has been chewing on for months: Warren Buffett is stepping away from the chairmanship of the board and becoming chairman emeritus, while his son, Howard Graham Buffett, 71, takes the lead seat on the board. The company’s day-to-day operations will continue under the command of Greg Abel, CEO since January, but the move is symbolic and carries weight: the man who spent much of his life plowing fields in Nebraska and patrolling as an auxiliary police officer in Illinois now oversees the corporate identity of a company valued at hundreds of billions of dollars.

Another act at the Miraflores Palace, another signature with an international oil company, and another round of headlines. This Saturday, the head of PDVSA, Héctor Obregón, and the senior vice president for the Americas of TotalEnergies, Javier Rielo, affixed their signatures to a memorandum of understanding between the Venezuelan state company and TotalEnergies E&P New Ventures, a subsidiary of the French group. The document speaks of «strategic cooperation in the hydrocarbons sector,» but it does not include volumes, prices, timelines, or investment amounts. In practice, it is a letter of intent with a diplomatic seal.

📊 An August close that caught the sector’s attention
The National Bank of Credit (BNC) ended the eighth month of the year with a financial snapshot that few banks in the country can boast about: its accumulated net result reached 67,744.7 million bolivars, which is equivalent to about 130.1 million dollars according to the exchange rate used by the consulting firm Aristimuño Herrera & Asociados. Put into variations, this represents a year-on-year jump of 811.2% in bolivars and of 61% as measured in foreign currency.

📊 A social credit that also moves the real economy
This week, the Banco del Tesoro finalized the signing of property documents for 18 families who were still living in the temporary settlement José Gervasio Artigas, as part of the Plan Venezuela Renace. The stated goal is to progressively relocate the 130 families affected by the earthquakes of June 24—an effort that combines legal advisory areas, banking outreach, and the institution’s social responsibility.
For the beneficiaries, the signed document means their own roof. For anyone closely following Venezuela’s economy, the event means something else: state money entering a circuit where housing, construction materials, and services are increasingly paid for in dollars or in stablecoins. And that’s the detail that PitbullChain wants to dissect.

📊 The silence is over at the Guayana docks
After nearly ten years with the furnaces running at low capacity and the docks practically silent, the state-owned Venezuelan Aluminum Company (CVG Venalum) has started shipping cargo back to the international market. The shipment exceeds 15,000 tons of primary aluminum in high-purity ingots, with a technical grade between 99.5% and 99.7%, and its destination was the United States.
The operation was set up through an alliance between the Guayana-based company, the trading firm Mercuria Energy Group LTD, and the company Heeney Capital, with support from the Venezuelan Corporation of Guayana and the Ministry of Ecological Mining Development and Basic Industries. Beyond the tonnage, what matters is the symbol: Venezuela’s basic industry reappears on a commercial route that had been closed for a decade.

The international port of El Guamache, on Margarita Island, was the departure point for an operation that sounds like biomass but in practice is a currency movement: from Nueva Esparta, 147,000 tons of seaweed were shipped to Chile, South Korea, and China, according to the Ministry of Transport. The day included 347 containers between loading and unloading and, in total, handled 2,505 metric tons of assorted cargo.
The news is reported by Banca y Negocios, and at first glance it looks like yet another piece of foreign trade data. For those operating in the Venezuelan market, however, the question is not how many tons left, but what currency it will be paid in and through which channel that money will enter.