Commodities January 22, 2026

Trafigura Executes Initial Venezuelan Crude Oil Shipment Under US-Backed Deal

Spanish Refiner Repsol to Receive First Cargo as Part of Largest Venezuela-U.S. Oil Export Agreement

By Leila Farooq
Trafigura Executes Initial Venezuelan Crude Oil Shipment Under US-Backed Deal

Trafigura has completed its inaugural delivery of Venezuelan crude oil, shipping a cargo to Spain’s Repsol under a 50-million-barrel export agreement sanctioned by the United States and Venezuela. This milestone represents one of the first Venezuelan crude sales to Europe following recent political developments and marks a significant step in re-opening Venezuelan oil flows to global markets.

Key Points

  • Trafigura has completed its first shipment of Venezuelan crude under a 50-million-barrel supply contract involving the U.S. and Venezuela.
  • The initial cargo is destined for Spanish refiner Repsol, marking one of the earliest Venezuelan crude deliveries to Europe since recent geopolitical developments.
  • Vitol, another major trading house, is simultaneously transporting Venezuelan crude to Italy and has deals with U.S. refiners, enhancing the distribution of Venezuelan oil globally.

Trading firm Trafigura has reportedly dispatched its first shipment of Venezuelan crude oil, fulfilling part of a 50-million-barrel supply arrangement between Venezuela’s government and the United States, according to industry insiders. Spanish refiner Repsol has been confirmed as the recipient of the shipment, which sources indicate is scheduled for delivery to Spain in February.

Requests for comment made to Trafigura were not returned immediately, and Repsol also declined to provide statements on the matter. This transaction could be among the initial sales of Venezuelan crude to European markets subsequent to the U.S.’s recent capture of Venezuela’s leader earlier this month and subsequent agreements to enable exports up to 50 million barrels of Venezuelan oil.

In this framework, commodities trading companies Trafigura and Vitol have been selected by Washington to manage the initial stages of these Venezuelan oil exports. Alongside Trafigura’s shipment, Vitol is transporting a separate Venezuelan crude cargo to the Saras refinery in Italy, as confirmed by several industry sources.

Additionally, Vitol has secured contracts to sell Venezuelan oil cargos to American refiners Valero Energy and Phillips 66. Beyond shipments to Europe and the U.S., these trading houses have been actively marketing Venezuelan crude to refineries in India and other regions, expanding the global reach of Venezuela’s oil following the supply deal.

Risks

  • The political volatility in Venezuela, including the recent capture of its leader, could impact the stability and continuity of oil exports, affecting trading firms and refiners.
  • Non-disclosure and lack of immediate remarks from involved parties such as Trafigura and Repsol create uncertainty around the operational and contractual details of these shipments.
  • Geopolitical tensions and market reactions to U.S.-Venezuela agreements may influence commodity prices and impact refining sectors in Europe, the U.S., and Asia.

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