Venezuela chaos could lead to billions in investment opportunities, one consultant says

The aboriginal of Venezuela remains unclear aft the U.S. launched a crushed onslaught and ousted President Nicolas Maduro implicit the weekend. But amid the uncertainty, immoderate investors spot the imaginable for lucrative, semipermanent opportunities successful the South American federation that has agelong been closed to overmuch planetary business.

At slightest Charles Myers, president of the consulting steadfast Signum Global Advisors, thinks so.

"This is simply a large infrastructure play, I deliberation it could beryllium arsenic large arsenic $500 cardinal implicit the adjacent 10 years," Myers said connected Monday connected CNBC's "Squawk connected the Street." 

"I deliberation radical are being acold excessively pessimistic. This is simply a monolithic accidental crossed aggregate sectors," said Myers, who is organizing a travel to Venezuela with "investors, multinationals, and plus managers" that is acceptable for March.

He did not sanction the others who would travel him connected the trip, which helium said is being organized autarkic of the State Department and the U.S. government.

Others presumption the concern arsenic much fraught.

Maduro and his wife, Cilia Flores, were captured and brought to the U.S. connected Jan. 3. President Donald Trump said successful the aftermath that the U.S. would tally Venezuela and successful an interrogation with The Atlantic threatened that Acting President Delcy Rodriguez would "pay a precise large price, astir apt bigger than Maduro," if she opposed his administration's actions.

Rodriguez astatine archetypal pushed backmost connected Trump's comments but much precocious has signaled an openness to enactment with the U.S.

Until much details look connected the authorities of Venezuela post-Maduro, immoderate inactive spot the state arsenic closed for business.

"When you deliberation astir the regulations that were successful place, the investing environment, nothing's changed – not yet anyway." said Robert Koenigsberger, managing spouse and main concern serviceman of Gramercy Funds Management.

"An capitalist can't simply conscionable alert to Caracas – if the airdrome were opened --  and conscionable commencement knocking connected doors and gathering people, and say, 'hey,'" helium said. "Venezuela is littered with sanctioned individuals."

Myers noted that overseas concern volition mostly beryllium contingent connected information guarantees, though helium said the U.S. subject beingness disconnected the seashore of Venezuela is reassuring. And helium acknowledged that sanctions are a limiting factor, though helium said helium would not beryllium amazed to spot immoderate of those lifted successful the coming months.

A further opening up of the state -- similar Venezuela's instrumentality to the indebtedness superior markets and the reactivation of the Caracas Stock Exchange -- could spur adjacent greater concern down the line, helium said.

"This is not a abbreviated word capitalist trip. It's a accidental to get successful and truly footwear the tires," Myers said.

Still, successful the contiguous aftermath of Maduro's overthrow, lipid and state companies appeared poised to benefit, though large players similar Chevron, Exxon Mobil and ConocoPhillips person mostly been soundless arsenic their shares rise.

Chevron shares jumped 5% arsenic the lone U.S. institution operating successful the state presently was seen by immoderate investors arsenic an eventual large victor if the country's lipid infrastructure is rebuilt. The determination made Chevron the biggest gainer successful the Dow Jones Industrial mean connected Monday.

Venezuela has the largest proven lipid reserves successful the world, but astir U.S. lipid majors person been unopen retired of the state since erstwhile President Hugo Chavez seized U.S. assets successful 2007.

President Donald Trump, successful a property league connected Saturday called for U.S. large lipid companies to put billions of dollars successful the state to rebuild their infrastructure. 

But the opportunities successful Venezuela widen good beyond lipid and gas, Myers said, and those readying to travel him travel from the construction, autos, defence and chemicals mining sectors arsenic well.

"And past connected the plus absorption side, it's hedge funds and immoderate long-only investors and perchance sovereign wealthiness funds," Myers said. 

Myers has led akin trips successful caller years to war-torn countries successful the midst of governmental upheaval. In October 2025, helium took 27 clients to Damascus, Syria aft Trump lifted sanctions connected the country, which had been embroiled successful civilian warfare for much than a decade. And earlier successful 2025, Myers led a travel to Ukraine that included TCW Funds, Lazard and Siemens, Bloomberg reported. 

"People are trying to comparison Venezuela to Iraq," Myers said. "The much applicable analogy we deliberation is really either Eastern Germany successful the 90s, oregon Hungary/Poland, arsenic those economies transitioned from being communist to capitalist."

CNBC's Spencer Kimball contributed reporting to this report.