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Venezuelan Bonds Jump Over 25% After U.S. Intervention as Default Battle Centers on Citgo

A years-long default totaling $150–$170 billion now faces U.S. court enforcement focused on Citgo.

Overview

  • Prices climbed from about 32 cents on Friday to above 40 cents on Monday after the fall of Nicolás Maduro and a U.S. intervention reported over the weekend.
  • Venezuela has roughly $60 billion in defaulted bonds, with total external obligations estimated at $150–$170 billion against an IMF‑projected 2025 GDP of about $82.8 billion.
  • A Delaware court has recorded around $19 billion in claims tied to the planned auction of PDV Holding, the Citgo parent, a sum that exceeds Citgo’s estimated asset value.
  • Key creditors include international bondholders, arbitration award winners such as ConocoPhillips and Crystallex, and bilateral lenders led by China and Russia.
  • A formal restructuring is expected to be slow and complex as U.S. sanctions curb transactions, tanker blockades pressure revenues, and Venezuela remains outside normal IMF engagement.