Industry insiders are all saying one thing: want to revive Venezuela's oil industry? Don't expect any energy boom in the short term. This process will take years and require billions of dollars—far beyond most people's expectations.

What does this mean? Global energy supply is unlikely to experience significant fluctuations in the short term due to this country's industry revival. Energy price stability directly impacts the overall macroeconomic cycle and, in turn, affects the performance of different assets. For those paying attention to the global economic situation and asset allocation, this is an important background—long-term energy pressures may persist.