Venezuelan VP Delcy Rodriguez can bring calmness into the system: Amos Global Energy CEO Ali Moshiri

Summary

CNBC's Squawk Box hosts interview Ali Moshiri, CEO of Amos Global Energy, about Venezuela after Nicolas Maduro's capture. Moshiri argues Delcy Rodriguez can bring short-term calm and continuity because she understands the military and PDVSA, but oil production recovery will require U.S. support, technology and services investment, and time. He says existing international operators Eni, Repsol, and Chevron are best positioned to increase investment, while newcomers will take longer, and he believes private capital should lead the first tranche. The discussion also notes market moves in Chevron, ConocoPhillips, and ExxonMobil and a soft oil price backdrop that makes majors prioritize capital efficiency.

• Ali Moshiri discusses Venezuela after Maduro's capture and Delcy Rodriguez's role.
• He says Rodriguez can provide continuity and calm but needs U.S. support.
• Venezuela's oil ramp requires technology, services, and infrastructure investment over time.
• Existing operators Eni, Repsol, and Chevron have an advantage over newcomers.
• Moshiri says Amos Global Energy is raising $2 billion to deploy in Venezuela.
• He believes private capital should fund the first investment tranche.
• Hosts note Chevron, ConocoPhillips, and ExxonMobil shares rose on Venezuela news.
• Soft oil prices may keep majors focused on capital efficiency.