Evan Halper
speaker
58 appearances
4 recordings
1 series
first heard Jan 2026
last heard 31 Aug
Evan Halper’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Mar 2026 with 2.
Appearances
Apple News Today · The unanswered questions behind Trump’s “biggest oil deal” ever · 31 Aug 2026
podcast
We haven't seen the United States enter into anything like this.
It's more common to the type of partnership you might see in a Gulf state.
The way this agreement works is that Venezuela is basically giving the United States what amounts to a century long contract over sixty three billion barrels of its reserves.
In Venezuela's case, what they're saying is it will bring in all kinds of tax revenue.
They're talking about over the lifetime of the deal, two hundred billion plus in tax revenue.
Of course, that assumes all the soil gets pumped and all this investment gets made.
The companies that would invest right now, your Chevrons, your Exxons, Coneco, they've been burned in Venezuela before.
And they're also looking out at the future at they're not sure what oil demand is going to be like.
And their shareholders are not wild about them spending a ton of money in a place like Venezuela where the investment's so risky.
People resent the idea of the US coming in and just taking control of their natural resources, which Venezuelans feel are theirs and should be developed for the benefit of Venezuela.
Oil prices are going up higher and higher, and this is becoming a real problem for the economy, and it's a political problem.
So one of the things they're trying to do is find every tool they have, and they don't have that many, to bring more oil into the marketplace.
And they've done everything they can up to now, and it's not really bringing the price of oil down.
What Iran is trying to do here is create all kinds of economic chaos.
And so if that's a big part of their war strategy and they're able to ease some of that economic chaos, even if it means money going into Iran, maybe it's worth it.
But on the flip side, you have a lot of lawmakers, you've got analysts, you've got people in Europe who are questioning, why are we allowing the flow of this oil, the money that comes from the flow of this oil, to go back to these regimes?
The reality is that this war keeps escalating, and it's gone from just the Strait being closed and being a problem to now we're seeing all kinds of attacks from Iran on infrastructure in Gulf states, energy infrastructure.
And they're basically going after the plumbing of the energy supply.
And if that starts to go down, it can take a very long time to repair some of these facilities.
And you're talking about price shocks that are not going to be just temporary.
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