Is the US Venezuelan oil grab fully priced into stocks like SLB, HAL and Valero?

u/Tallwhitedude123 · Reddit — r/ValueInvesting · January 06, 2026 at 05:24 · 💬 37 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author argues SLB and HAL are undervalued on a potential US-led Venezuelan oil infrastructure rebuild.

SLB — LONG The author believes SLB is undervalued because a potential US rebuild of Venezuelan oil infrastructure would boost oilfield-services demand. Trump's desire to regain US-built assets seized in the 1970s serves as the catalyst. Current prices are seen as great values despite acknowledged speculation.

oil infrastructure names like SLB and HAL have ALOT further runway to move higher looking at their charts

HAL — LONG The author argues HAL is undervalued because a US-led rebuild of Venezuelan oil infrastructure would benefit oilfield-services firms. Trump's stated intent to restore American oil operations in Venezuela is the catalyst. Current prices are considered great values, though the author notes the idea involves speculation.

current prices of SLB and HAL are still great values

Comments 37
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Ideas
u/Tallwhitedude123 Reddit r/ValueInvesting
SLB has further runway on US Venezuela oil infrastructure rebuild
The author believes SLB is undervalued because a potential US rebuild of Venezuelan oil infrastructure would boost oilfield-services demand. Trump's desire to regain US-built assets seized in the 1970s serves as the catalyst. Current prices are seen as great values despite acknowledged speculation.
u/Tallwhitedude123 Reddit r/ValueInvesting
HAL current prices great values on Venezuela oil rebuild
The author argues HAL is undervalued because a US-led rebuild of Venezuelan oil infrastructure would benefit oilfield-services firms. Trump's stated intent to restore American oil operations in Venezuela is the catalyst. Current prices are considered great values, though the author notes the idea involves speculation.
More from Reddit — r/ValueInvesting

This Reddit post, published January 06, 2026, features u/Tallwhitedude123 discussing SLB, HAL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Tallwhitedude123  · Tickers: SLB, HAL