Commodities February 2, 2026

Mercuria Enters Talks to Purchase Venezuelan Crude as U.S. Sanctions Ease

Geneva-based trader in discussions with PDVSA amid renewed interest from major commodity houses

By Maya Rios
Mercuria Enters Talks to Purchase Venezuelan Crude as U.S. Sanctions Ease

Mercuria Energy Group Ltd. is in discussions with Venezuela’s state oil company PDVSA about potential crude purchases following a temporary easing of U.S. sanctions, joining other major trading firms that have moved to secure Venezuelan supplies. The development comes as Venezuela seeks to rebuild output after a steep decline in production over the past decade.

Key Points

  • Mercuria is in confidential discussions with PDVSA about potential crude purchases as U.S. oil sanctions on Venezuela have been temporarily eased.
  • Other major trading houses, including Trafigura and Gunvor, have already moved to secure Venezuelan crude supplies, indicating renewed market interest in the country.
  • Venezuela’s oil production has dropped from about 2.5 million barrels per day to less than 800,000 barrels per day, even though the country retains the world’s largest proven oil reserves; implications affect commodity trading, oil production and midstream sectors.

Mercuria Energy Group Ltd., a commodities trading house headquartered in Geneva, has entered talks with Venezuela’s state oil company PDVSA about possible purchases of crude, according to people with direct knowledge of the discussions who asked not to be identified because the conversations are not public. The engagement reflects growing interest from international traders after a loosening of U.S. measures targeting Venezuela’s oil sector.

This move places Mercuria alongside other major commodity traders such as Trafigura Group and Gunvor Group, which have already acted to secure Venezuelan crude supplies. Market participants and industry observers say the country is attempting to restore its petroleum sector after years of decline under the weight of sanctions.

Venezuela has seen a dramatic fall in oil output over the last decade, with production sliding from roughly 2.5 million barrels per day to under 800,000 barrels per day in recent years. The nation nevertheless retains the world’s largest proven oil reserves, a factor that continues to draw attention from international buyers and traders as opportunities reopen.

The U.S. government temporarily relaxed restrictions on Venezuelan oil last year, opening a window for foreign trading houses and other market participants to reengage with PDVSA. The administration has cautioned, however, that sanctions relief could be reinstated if President Nicolas Maduro does not fulfill commitments tied to democratic elections.

Representatives for both Mercuria and PDVSA declined to comment on the talks when approached.

For traders and companies involved in crude sourcing and logistics, the reemergence of Venezuelan supplies could offer new commercial options. At the same time, the pace and scale of Venezuela’s recovery in output remain constrained by the prior loss of production capacity.

Because the discussions are not public and official statements have not been made, the outcome and timing of any potential supply agreements remain uncertain.

Risks

  • Sanctions reinstatement risk: The U.S. has warned it could reimpose restrictions if President Nicolas Maduro does not meet commitments related to democratic elections, creating policy uncertainty for traders and buyers.
  • Production and capacity uncertainty: Venezuela’s steep decline in output over the past decade limits near-term supply reliability and complicates planning for companies in upstream and midstream markets.
  • Confidentiality and negotiation uncertainty: Discussions are not public and both Mercuria and PDVSA declined to comment, leaving outcomes and timing of any deals unclear for market participants.

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