CNBC's "Fast Money" Energy Climbs After Maduro Capture, And An Exclusive Interview with Nvidia’s CEO 1/5/26
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Jan 5, 2026 Halima Croft, the Global Head of Commodity Strategy at RBC Capital Markets, shares her insights on the recent U.S. capture of Venezuelan leader Nicolas Maduro and its implications for oil markets. She discusses the risks and challenges of U.S. companies reentering Venezuela and the long-term decline of its oil production. Additionally, Jensen Huang, CEO of Nvidia, dives into advancements in AI and robotics, unveiling exciting new technologies from CES, including autonomous vehicle software and hardware innovations that promise to reshape the tech landscape.
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Existing Foreign Stakes Complicate U.S. Options
- Russia and China already have entrenched stakes in Venezuelan oil through Rosneft and debt arrangements.
- Any U.S. reentry must negotiate with existing foreign players, complicating outcomes and leverage dynamics.
Venezuela Turnaround Is A 2030 Story
- Even in best-case scenarios, Halima sees Venezuela's production turnaround as a 2030 story.
- Short-term oil price moves won't reflect a Venezuelan renaissance given infrastructure and social challenges.
NVIDIA Shows Next-Gen AI Hardware At CES
- NVIDIA debuted new AI hardware/software at CES and emphasized backward compatibility and efficiency gains.
- The company claims major price-performance improvements with partner systems arriving later this year.