'Fast Money' traders react to market reaction to Venezuela's Maduro being captured

Watch on YouTube ↗  |  January 05, 2026 at 22:44  |  5:24  |  CNBC
Speakers
Guy Adami — Trader
Dan Nathan — Panelist, Fast Money
Carter Worth — Technician, Fast Money
Eamon Javers — Senior Washington Correspondent, CNBC
Karen Finerman — CEO, Metropolitan Capital Advisors; Fast Money trader

Summary

The Fast Money panel reacts to Venezuela's Maduro capture and the resulting move in oil and energy stocks. Guy Adami and Carter Worth discuss whether energy is finally a buy, with Carter favoring drillers and oil services. Dan Nathan cautions on volatility and positioning, while the panel also weighs geopolitical implications involving China, Russia, and heavy crude.

  • Venezuela's Maduro capture sparked a rally in energy stocks.
  • Panel debated whether the move is durable given slow oil production recovery.
  • Guy Adami said the event could push investors off the fence on energy.
  • Carter Worth favors overweighting energy with drillers and oil services leading.
  • Dan Nathan noted energy is less crowded but volatile and hard to pile into.
  • Geopolitical discussion focused on heavy crude, China, Russia, and global market risk.
Ideas
Guy Adami Trader 0:51
Venezuela catalyst puts energy stocks in play
The Venezuela/Maduro event is a catalyst to get investors off the fence on energy stocks. Even though real oil production normalization will take months or years, the market buys first and asks questions later. Energy stocks have valuation, balance-sheet, and positioning appeal, and many energy ETFs and individual stocks are showing bearish-to-bullish reversals, so the sector remains in play.
XLE HIGH
Dan Nathan Panelist, Fast Money 1:59
Energy could pick up steam despite caution
Energy has been an unpopular and less crowded trade, but sentiment has shifted and dispersion in popular trades is rising. The situation remains volatile and large integrateds are cautious, making it hard to pile in, yet the fundamental reasons could come true and the uncertainty might add a layer to the idea that the sector picks up some of the steam seen in the broad market last year.
XLE MED
Carter Worth Technician, Fast Money 2:55
Energy overweight offers little downside risk
Energy is still a small sector, less than 3% of the market, and there is very little downside risk to being overweight going into the year. It may waste time sideways, but lower is not likely in the cards, and it could finally start to outperform; energy was the best-performing sector off the COVID low, showing its beta and cyclicality.
XLE HIGH
Carter Worth Technician, Fast Money 3:00
Drillers and oil services lead energy
The beta trade within energy is drillers and oil service stocks, which have been outperforming since August and are ahead of the S&P, while big integrateds have held the sector back but are showing life. Within energy, drillers are the clearest way to express the beta and cyclicality.
OIH HIGH
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This CNBC video, published January 05, 2026, features Guy Adami, Dan Nathan, Carter Worth discussing XLE, OIH. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Guy Adami, Dan Nathan, Carter Worth  · Tickers: XLE, OIH