Vol. 139 Venezuela e PDVsa : Esperanza d'Escobar

Stato
Chiusa ad ulteriori risposte.
Cucu cucu citgo non c'è piu'

Riprendo questo slogan (riadattando un noto modello sessantottardo) per una breve considerazione: se gli SS.UU. riconoscono la legittimità di Guaidò come presidente del Venezuela di conseguenza devono riconoscere anche la legittimità dei suoi atti, soprattutto quelli per i quali loro detengono il potere coercitivo per farli rispettare. Vale a dire che se Guaidò nomina un nuovo cda di citgo esso accompagnato dalla polizia statunitense prenderà il posto di quello vecchio

Bloomberg - Are you a robot?

Venezuela's Presidents Duel Over Citgo, the Crown Jewel of PDVSA

Venezuela’s acting president, Juan Guaido, is preparing to do battle for the crown jewel of PDVSA’s assets: Control of Citgo Petroleum Corp., a Houston-based refiner that helps to bankroll the government of Nicolas Maduro.

Guaido said in a Friday news conference that he’s ready to name a new board for Citgo, replacing executives appointed by Maduro, who the U.S. government no longer recognizes as the country’s rightful leader. Guaido also said he plans to dismiss Manuel Quevedo, the oil minister and president of Petroleos de Venezuela SA, the state-run oil company.

In a competing news conference in Caracas, Maduro vowed to defend Citgo. His government has used the company as collateral for debts issued by PDVSA, including a $1.5 billion loan from Rosneft that’s backed by a 49.9 percent stake in the U.S. refiner. While Citgo can’t send money to Venezuela after the U.S. imposed financial sanctions in Aug. 2017, it remains the largest buyer of Venezuelan oil.

Venezuela’s acting president, Juan Guaido, is preparing to do battle for the crown jewel of PDVSA’s assets: Control of Citgo Petroleum Corp., a Houston-based refiner that helps to bankroll the government of Nicolas Maduro.

Guaido said in a Friday news conference that he’s ready to name a new board for Citgo, replacing executives appointed by Maduro, who the U.S. government no longer recognizes as the country’s rightful leader. Guaido also said he plans to dismiss Manuel Quevedo, the oil minister and president of Petroleos de Venezuela SA, the state-run oil company.

In a competing news conference in Caracas, Maduro vowed to defend Citgo. His government has used the company as collateral for debts issued by PDVSA, including a $1.5 billion loan from Rosneft that’s backed by a 49.9 percent stake in the U.S. refiner. While Citgo can’t send money to Venezuela after the U.S. imposed financial sanctions in Aug. 2017, it remains the largest buyer of Venezuelan oil.
Dueling Marches Of Pro-Government And Pro-Opposition Parties As President Trump Recognizes New Leader

Cash Cow

The U.S. is focused on disconnecting Maduro from sources of revenue and channeling those resources to Guaido, National Security Adviser John Bolton told Fox News on Thursday. In the U.S., Citgo’s three Gulf Coast refineries have the capacity to process about 760,000 barrels of oil a day. The Lake Charles facility in Louisiana is PDVSA’s largest refinery outside of Venezuela.
 
Piccolo intervento
leggete bene si valuta subito rinegoziazione e nuovo debito con governo interino
Equipo de Guaido buscara fondos en entes como FMI para financiar gobierno interino de Venezuela: fuentes | Reuters

Si otros multilaterales reconocen a Guaidó, su equipo evalúa incluso la posibilidad de emitir nueva deuda en el mercado internacional, aún en medio del incumplimiento en el que cayó el gobierno de Nicolás Maduro con los tenedores de la mayoría de sus bonos desde finales de 2017.

“Los acreedores saben que Venezuela no puede pagar hoy su deuda, pero sí podrían negociar con un gobierno de transición”, apuntó uno de los consultados. También el equipo intenta acercamientos con Rusia y China para garantizarles que reconocerán los compromisos pendientes.
 
Da un’anno e passa non paga neanche te tutti gli altri “compagneros”. La differenza è che nell’ultimo anno, con i soldi della vendita delle cuvuzelas, ho investito sempre in area dollaro e ci ho fatto il 6% netto, tra cedole e qualche buona tradata.

Che ti devo dire?!?!...BRAVO!!!!
 
Io sono convinto di niente.
Tuttavia se salgono è meglio di quando scendono.
Specie avendone tantine.
Piedi per terra,
Sempre
disamina perfetta e concisa, che concordo in pieno...,
aggiungo che nel caos attuale tutto potrebbe succedere...
A mio avviso il capitombolo di Maduro e cricca non sarà immediato e scontato, in particolare fintanto che l’esercito sarà dalla sua parte, è lui che ha il coltello dalla parte del manico...
Inoltre fino a che non ci saranno nuove elezioni democratiche, con l’uscita di Maduro (speriamo!!) la situazione non sarà per niente tranquilla.
In sintesi, in questa situazione, l’uscita anche parziale dai Bond Venezuela la ritengo sempre più vicina e necessaria...
 
Io comunque sono completamente deluso da Cina e Russia. Avevano anche loro i dati del disastro che stavano facendo quella banda di incapaci, avrei fatto del tutto a far aprire gli occhi a quel “caprone” e se continuava lo avrei messo sul seggiolone o chiuso nel suo ufficio a ballare la “bachata”, facevo fare le cose a modo, d’altronde i soldi li hanno anche messi loro. Invece magari si sono accontentati di far morire di gelosia e preoccupazione gli amerrekani. Ora rischiano pure di perdere qualcosa dei loro investimenti, perché se interviene FMI e tribunali di NY tutti i debitori saranno allo stesso livello! .....almeno spero......:terrore::terrore:
 
disamina perfetta e concisa, che concordo in pieno...,
aggiungo che nel caos attuale tutto potrebbe succedere...
A mio avviso il capitombolo di Maduro e cricca non sarà immediato e scontato, in particolare fintanto che l’esercito sarà dalla sua parte, è lui che ha il coltello dalla parte del manico...
Inoltre fino a che non ci saranno nuove elezioni democratiche, con l’uscita di Maduro (speriamo!!) la situazione non sarà per niente tranquilla.
In sintesi, in questa situazione, ""l’uscita dai Bond"" Venezuela la ritengo sempre più vicina e necessaria...

Perchè uscire dai bond?..."Delucidami"! (conosci perfettamente come funzionano le obbligazioni oppure parli così tanto per parlare)
 
Io comunque sono completamente deluso da Cina e Russia. Avevano anche loro i dati del disastro che stavano facendo quella banda di incapaci, avrei fatto del tutto a far aprire gli occhi a quel “caprone” e se continuava lo avrei messo sul seggiolone o chiuso nel suo ufficio a ballare la “bachata”, facevo fare le cose a modo, d’altronde i soldi li hanno anche messi loro. Invece magari si sono accontentati di far morire di gelosia e preoccupazione gli amerrekani. Ora rischiano pure di perdere qualcosa dei loro investimenti, perché se interviene FMI e tribunali di NY tutti i debitori saranno allo stesso livello! .....almeno spero......:terrore::terrore:

No,
i bilaterali vanno a Parigi a trattare.
Se Russia e Cina decideranno di dire sì al "dialogo" (cioè governo di transizione, Guaidò poi si defilerà) c'è caso che non perdano nemmeno una lira. Se si accucciano accontentandosi di un buon osso da spolpare.

@NewOn ,
mi sembri parecchio eccitato.
Se interverrà l'IMF prima farà una "due diligence" di vari mesi (un annetto). Poi dirà le condizioni alle quali potrebbe intervenire (cioè quanto debito statale tagliare affinchè il debito venga considerato sostenibile. Si sa già, dalle direttive IMF, a quanto ammonta, per loro, la pct deficit/PIL "sostenibile" per un paese in via di sviluppo) poi caccerà i soldi.
L'alternativa (è tutto scritto nelle direttive dell'IMF postato su questo forum due volte) : danno un acconto a breve giro , ma impongono moratoria TOTALE sul debito, fino a due diligence avvenuta.
 
Ultima modifica:
Cucu cucu citgo non c'è piu'

Riprendo questo slogan (riadattando un noto modello sessantottardo) per una breve considerazione: se gli SS.UU. riconoscono la legittimità di Guaidò come presidente del Venezuela di conseguenza devono riconoscere anche la legittimità dei suoi atti, soprattutto quelli per i quali loro detengono il potere coercitivo per farli rispettare. Vale a dire che se Guaidò nomina un nuovo cda di citgo esso accompagnato dalla polizia statunitense prenderà il posto di quello vecchio

Bloomberg - Are you a robot?

Venezuela's Presidents Duel Over Citgo, the Crown Jewel of PDVSA

Venezuela’s acting president, Juan Guaido, is preparing to do battle for the crown jewel of PDVSA’s assets: Control of Citgo Petroleum Corp., a Houston-based refiner that helps to bankroll the government of Nicolas Maduro.

Guaido said in a Friday news conference that he’s ready to name a new board for Citgo, replacing executives appointed by Maduro, who the U.S. government no longer recognizes as the country’s rightful leader. Guaido also said he plans to dismiss Manuel Quevedo, the oil minister and president of Petroleos de Venezuela SA, the state-run oil company.

In a competing news conference in Caracas, Maduro vowed to defend Citgo. His government has used the company as collateral for debts issued by PDVSA, including a $1.5 billion loan from Rosneft that’s backed by a 49.9 percent stake in the U.S. refiner. While Citgo can’t send money to Venezuela after the U.S. imposed financial sanctions in Aug. 2017, it remains the largest buyer of Venezuelan oil.

Venezuela’s acting president, Juan Guaido, is preparing to do battle for the crown jewel of PDVSA’s assets: Control of Citgo Petroleum Corp., a Houston-based refiner that helps to bankroll the government of Nicolas Maduro.

Guaido said in a Friday news conference that he’s ready to name a new board for Citgo, replacing executives appointed by Maduro, who the U.S. government no longer recognizes as the country’s rightful leader. Guaido also said he plans to dismiss Manuel Quevedo, the oil minister and president of Petroleos de Venezuela SA, the state-run oil company.

In a competing news conference in Caracas, Maduro vowed to defend Citgo. His government has used the company as collateral for debts issued by PDVSA, including a $1.5 billion loan from Rosneft that’s backed by a 49.9 percent stake in the U.S. refiner. While Citgo can’t send money to Venezuela after the U.S. imposed financial sanctions in Aug. 2017, it remains the largest buyer of Venezuelan oil.
Dueling Marches Of Pro-Government And Pro-Opposition Parties As President Trump Recognizes New Leader

Cash Cow

The U.S. is focused on disconnecting Maduro from sources of revenue and channeling those resources to Guaido, National Security Adviser John Bolton told Fox News on Thursday. In the U.S., Citgo’s three Gulf Coast refineries have the capacity to process about 760,000 barrels of oil a day. The Lake Charles facility in Louisiana is PDVSA’s largest refinery outside of Venezuela.

Infatti l'attuale CDA di Citgo si e' gia' ritirato alle Bahamas per capire il da farsi
 
Perchè uscire dai bond?..."Delucidami"! (conosci perfettamente come funzionano le obbligazioni oppure parli così tanto per parlare)
Le mie conoscenze in finanza sono elementari..., ma il buonsenso dopo 16 mesi senza cedole..., una situazione nel caos..., la risalita delle quotazioni... ( con l’avvicinarmi alla parità), tutto questo mi porta a certe affermazioni.
 
Refiner Citgo prepares to fend off Venezuela's opposition government 25/01/2019 22:48

RPT-EXCLUSIVE-Refiner Citgo prepares to fend off Venezuela's opposition government 25/01/2019 22:48 - RSF
(Repeats to additional clients with no changes to text)
* Maduro says to defend U.S. refiner Citgo as Venezuelan property
* Citgo board retreats to Bahamas to plan legal moves
* Citgo plans to avoid attempts to divert revenues
* PDVSA unit Citgo is biggest U.S. importer of Venezuelan crude

By Marianna Parraga and Corina Pons
MEXICO CITY/CARACAS, Jan 25 (Reuters) - Venezuela's most important foreign asset, its $10 billion U.S. refining arm Citgo Petroleum, is hunkering down to arm itself with a legal strategy to block efforts for its board to be removed and its revenues diverted to an opposition government, sources close to the talks said.

Juan Guaido, the head of the opposition-controlled congress who proclaimed himself president this week, is considering naming a new team to lead Citgo , two sources told Reuters. (news)

But President Nicolas Maduro said in Caracas on Friday that his government would seek to defend the refiner, raising the prospect that Citgo, run by Maduro appointees, could become a battleground between the two claimants to the leadership of Venezuela.

"Citgo is the property of the Venezuelan state," Maduro said, adding that the OPEC-member country plans to continue selling oil to the United States, its first destination for crude exports and state-run PDVSA's largest source of cash.

The United States led numerous other Western Hemisphere nations in recognizing Guaido as president of Venezuela this week. The White House has been exploring ways to redirect oil revenues to the opposition, but the path to engineering such a move is unclear. (news)

Citgo is a wholly-owned subsidiary of Petroleos de Venezuela, or PDVSA , but it has not been able to send its revenues, in the form of dividends, to Venezuela due to U.S.

sanctions.

Citgo's board earlier this week traveled to the Bahamas, where a company office was installed last year. It will seek legal avenues for the team to continue leading the firm, two company sources said.

Citgo President Asdrubal Chavez has been called to meetings in Caracas, according to those sources. He is the cousin of late President Hugo Chavez, who preceded Maduro.

A Citgo vice president separately traveled to Washington this week for talks on the company's future, the sources added.

"Citgo is registered in Delaware. It belongs to Venezuela, which now has two presidents. The United States only recognizes one, but that is not the one who appointed people at Citgo's board," one of the sources said, explaining the legal challenges.

The Houston company's 750,000-barrel-per-day refining network is the biggest U.S. importer of Venezuelan crude. A spokeswoman at Citgo said executives were not being made available for interviews at this time.

For the first nine months of 2018, Citgo posted net income of about $500 million from $23 billion in gross sales and had $3.4 billion in financial debt, according to a creditor with access to its balances, which are not public.

A Venezuelan opposition source familiar with Guaido's plans said the goal of the Citgo effort was to "raise funds."
But it is unclear whether any effort to divert funds from Maduro-controlled PDVSA or its subsidiaries would succeed.

"I don't think that the Trump administration has the right to tell anybody where the oil revenues are going to go – certainly not at this stage," said Michael Fitzgerald, a partner at Paul Hastings who focuses on Latin America.


EXTERNAL PRESSURE
Some creditors of Venezuela have engaged in the long legal process of trying to squeeze payments out of Caracas by pursuing Citgo. However, those creditors now run the risk of getting little in return for millions of dollars spent on legal fees if the United States moves against Venezuelan assets on its territory.

At the end of September, the company had almost $500 million in cash and an available $900 million credit line, the creditor said. The company is "building cash," said S&P Global Ratings credit analyst Stephen Goltz, because of the U.S. sanctions
The White House earlier this month resumed talks with U.S.

oil firms to explore new sanctions on Venezuela, including an embargo on Venezuelan crude sales to the United States and a prohibition on U.S. firms exporting fuels to the South American country. (news)

The White House has resisted imposing an embargo on imports from Venezuela, in part because of opposition from U.S. refiners strapped for supply of heavy crude oil.

U.S. refiners currently import about 500,000 barrels of oil daily from Venezuela. Much of the demand comes from complex refiners on the Gulf Coast that use the crude to make high-margin products like diesel.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC-U.S. imports of Venezuelan oil shrink https://tmsnrt.rs/2B0W8Z4 GRAPHIC-Venezuelan crude exports to key U.S. refiners https://tmsnrt.rs/2Hu2QfB
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(Reporting by Marianna Parraga in Mexico City and Corina Pons in Caracas; additional reporting by Brian Ellsworth in Caracas, Gary McWilliams and Laila Kearney in Houston, Luc Cohen in Bogota, Jessica Resnick-Ault in New York, and Tom Hals in Wilmington; Editing by Rosalba O'Brien)
((marianna.parraga@thomsonreuters.com; +52-55-5282-7159;))
 
U.S. steps up pressure on Maduro as Russia backs Venezuelan ally 26/01/2019 01:41 - R

WRAPUP 3-U.S. steps up pressure on Maduro as Russia backs Venezuelan ally 26/01/2019 01:41 - RSF
(Adds Abrams appointment, Treasury statement, comment on oil sanctions)
* U.S. to seek support for Guaido in U.N. Security Council
* U.S. Treasury signals willing to increase economic pressure
* Russia supports ally Maduro, sends security contractors -sources
* Oil prices rise on political crisis

By Lesley Wroughton, Mayela Armas and Angus Berwick
WASHINGTON/CARACAS, Jan 25 (Reuters) - The United States on Friday signaled it was ready to step up economic measures to try to drive Venezuelan President Nicolas Maduro from power as some U.S. diplomats left the embassy in Caracas and Russia vowed to back its socialist South American ally.

The U.S. Treasury Department stopped short of announcing a freeze on Venezuela's U.S. assets and accounts, but said it would take steps to ensure commercial transactions were "consistent" with its recognition this week of opposition leader Juan Guaido as Venezuela's legitimate head of state.

(news)

U.S. Secretary of State Mike Pompeo on Saturday will urge members of the United Nations Security Council to recognize Guaido. Washington requested the meeting of the 15-member council after a string of countries threw their weight behind Guaido, who heads Venezuela's congress, and urged Maduro to step down.

Pompeo will be accompanied by former U.S. diplomat Elliott Abrams, who he named on Friday to lead U.S. efforts on Venezuela. Abrams is a neoconservative who has long advocated an activist U.S. role in the world. (news)

Russia opposes the U.S. efforts and has accused Washington of backing a coup attempt, placing Venezuela at the heart of a growing geopolitical duel.

Private military contractors who carry out secret missions for Russia have flown into Venezuela in the past few days to beef up security for Maduro, sources said. (news)

Maduro said he welcomed the U.N. debate. "Thanks, Mike," he said, tongue in cheek, during a Friday news conference. "We're going to tell the truth about the articles of the constitution, about the coup."
Maduro on Wednesday ordered U.S. diplomats out of the country within 72 hours. On Friday, some American diplomats left the U.S. embassy in Caracas in a convoy of vehicles with a police escort en route to the airport, according to a Reuters witness.

U.N. human rights boss Michelle Bachelet called on Friday for an investigation into alleged excessive use of force by Venezuelan security forces against anti-Maduro protesters in recent days, adding that she was "extremely concerned" that the situation could rapidly spiral out of control. (news)


"NO FAKE DIALOGUE"
Guaido, who has galvanized Venezuela's opposition, proclaimed himself interim president on Wednesday during a march of hundreds of thousands in Caracas. He is considering making a request for funds from international institutions including the International Monetary Fund, sources said on Friday.

(news)

However, he still has no control over the Venezuelan state and the military, which has so far remained loyal to Maduro despite a deep economic and political crisis that has sparked mass emigration, with inflation forecast to rise to 10 million percent this year.

Guaido has promised future amnesties to military members if they disavow Maduro, asking soldiers on Friday to "put themselves on the side of the constitution."
Most Latin American nations have joined the United States in supporting Guaido's claim on the presidency, although Mexico's new leftist government has said it would not take sides. Mexican President Andres Manuel Lopez Obrador said on Friday his administration would be willing to mediate. (news)

Guaido said he would reject any negotiations that did not include Maduro's exit, the setting up of a transition government, and free elections to pick a new president.

"No one wants fake dialogue ... the only thing we want to negotiate is the end of the usurpation," he told a crowd clustered in a plaza in Caracas' Chacao district, an opposition stronghold.

To ratchet up pressure on Maduro, who began a second term on Jan. 10 following an election last year widely considered to be a fraud, the United States is seeking to cut off funds for his government and is considering introducing fresh sanctions, including on its vital oil sector.

Maduro warned off any attempt to take control of U.S.

refiner Citgo , the country's primary offshore asset.

"It is the property of the Venezuelan people, and we will defend it," he said.

The Maduro-appointed board of Citgo is preparing a legal strategy to defend itself against any attempts to divert its funds or change its board, sources said. (news)

Oil prices edged higher on Friday as the political turmoil in the OPEC member threatened to tighten the global supply of crude. The U.S. has until now resisted significant oil sanctions because of the impact it would have on Venezuelan citizens already struggling with shortages.

"The oil situation has been an ethical moral dilemma for us," said U.S. Senator Richard Durbin, the no.2 Democrat in the Senate, in an interview. "Cutting off all trade in oil would be the last step. It would make it even worse for the average person."
The Trump administration is trying to make sure that any measures to restrict oil revenues to Maduro do not cause spikes in prices that would be felt by U.S. consumers, said Scott Modell, managing director of Rapidan Energy Group, who advises energy clients on geopolitical risks.

"How do they allow Venezuelan oil to continue to flow, while cutting off the flow of money back to Maduro and the government? That's the general playbook they have been using for Iran, and the one they are trying to adapt to Venezuela now," Modell said.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Refiner Citgo prepares to fend off Venezuela's opposition government (news)
GRAPHIC-Venezuelan oil exports to U.S. still a primary source of cash (news)
EXCLUSIVE-Kremlin-linked contractors help guard Venezuela's Maduro: sources (news)
Back to the streets: Venezuelan protests against Maduro draw new crowd (news)

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(Reporting by Vivian Sequera, Shaylim Valderrama, Ana Isabel Martinez, Brian Ellsworth, Deisy Buitrago, Angus Berwick, and Mayela Armas in Caracas and Lesley Wroughton in Washington; additional reporting by Patricia Zengerle, Roberta Rampton and Matt Spetalnick in Washington Writing by Angus Berwick and Roberta Rampton Editing by Brian Ellsworth, Paul Simao and Rosalba O'Brien)
((angus.berwick@thomsonreuters.com - Twitter: @aaberwick;))
 
No,
i bilaterali vanno a Parigi a trattare.
Se Russia e Cina decideranno di dire sì al "dialogo" (cioè governo di transizione, Guaidò poi si defilerà) c'è caso che non perdano nemmeno una lira. Se si accucciano accontentandosi di un buon osso da spolpare.

@NewOn ,
mi sembri parecchio eccitato.
Se interverrà l'IMF prima farà una "due diligence" di vari mesi (un annetto). Poi dirà le condizioni alle quali potrebbe intervenire (cioè quanto debito statale tagliare affinchè il debito venga considerato sostenibile. Si sa già, dalle direttive IMF, a quanto ammonta, per loro, la pct deficit/PIL "sostenibile" per un paese in via di sviluppo) poi caccerà i soldi.
L'alternativa (è tutto scritto nelle direttive dell'IMF postato su questo forum due volte) : danno un acconto a breve giro , ma impongono moratoria TOTALE sul debito, fino a due diligence avvenuta.
FMI = TAGLIARE e ALLUNGARE
come hanno fatto con l'argentina,tagliare e allungare le scadenze
 
FMI = TAGLIARE e ALLUNGARE
come hanno fatto con l'argentina,tagliare e allungare le scadenze

il problema nn si pone , con Maduro nn vi sarà alcun FMI

Maduro è ancora Pres.te in carica ,i golpe funzionano se vanno a buon fine entro 48 h al massimo , ma come tutti possono constatare Maduro è ancora lì , il golpe degli idio.ti è fallito ...tutta fuffa mediatica messa in piedi dal truffone made in Usa ( more solito ) : la maggioranza del popolo è con Maduro !

adios
 
FMI = TAGLIARE e ALLUNGARE
come hanno fatto con l'argentina,tagliare e allungare le scadenze

Ma scusa police una domanda:

In quei casi es. argentina, hanno restituito le cedole pregresse dovute? quelle insomma che maduro ha smesso di pagare.

Grazie
 
il problema nn si pone , con Maduro nn vi sarà alcun FMI

Maduro è ancora Pres.te in carica ,i golpe funzionano se vanno a buon fine entro 48 h al massimo , ma come tutti possono constatare Maduro è ancora lì , il golpe degli idio.ti è fallito ...tutta fuffa mediatica messa in piedi dal truffone made in Usa ( more solito ) : la maggioranza del popolo è con Maduro !

adios

OK!
 
Maduro = nunca default
Guaido’ = haircut e inculus a mammeta

Chi devo scegliere? :confused:
 
Stato
Chiusa ad ulteriori risposte.
Indietro