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Venezuela’s Claimed Oil Reserves Draw Fresh Scrutiny After U.S. Moves

Analysts warn recovery will take years of investment, with unverified reserve figures clouding what is truly producible.

Overview

  • Venezuela reports about 303 billion barrels of proved crude reserves, but the figure is self-reported to OPEC and lacks an independent audit.
  • Energy scholar Francisco Monaldi estimates conservative proved reserves closer to 100–110 billion barrels, citing lower recovery rates than official claims.
  • Oil output has plunged from more than 3 million barrels per day in the 1990s and early 2000s to below 1 million in recent years, shrinking Venezuela’s share of global supply to under 1%.
  • Recent U.S. actions, including the reported capture of Nicolás Maduro and a Coast Guard tanker seizure, have renewed geopolitical focus on Venezuela’s oil sector.
  • Heavy, hard-to-produce crude in the Orinoco Belt, decayed infrastructure, power constraints, corruption, and post-2019 sanctions leave production recovery slow, costly and technically challenging.