Buy VLO by Apr 4, 2026.

Venezuela’s infrastructure is broken. Pipelines are 50 years old and leaking. It will take billions and years of work by companies like **Schlumberger** and **Halliburton** to get production back to 2 million barrels per day. Now to the reffineries: The real money in this scenario is made through the crack spread, which is the profit margin a refinery earns by turning raw crude into products like diesel and jet fuel. When cheap Venezuelan heavy oil enters the market, the input …