Commodities January 27, 2026

U.S. Preparing General License to Ease Some Sanctions on Venezuela's Oil Sector, Sources Say

Plan would shift from individual exemptions to a broader authorization designed to speed exports and investment in state oil operations

By Leila Farooq
U.S. Preparing General License to Ease Some Sanctions on Venezuela's Oil Sector, Sources Say

U.S. officials are preparing to issue a general license that would lift selected sanctions on Venezuela's energy sector, according to three sources familiar with the planning. The move represents a change from an earlier approach that relied on individual exemptions for companies seeking to conduct business in the country. Officials have linked the easing of restrictions to facilitating a $2 billion oil supply deal and a $100 billion reconstruction program for Venezuela's oil industry. A surge in individual license applications, including from partners and customers of state oil firm PDVSA such as Chevron, has slowed implementation of export and investment plans, sources said. The U.S. Treasury Department and the White House did not immediately respond to requests for comment.

Key Points

  • U.S. officials are preparing a general license to lift some sanctions on Venezuela's energy sector, replacing a plan for individual exemptions.
  • Easing of sanctions is intended to help facilitate a $2 billion oil supply deal and a $100 billion reconstruction plan for Venezuela's oil industry.
  • Numerous individual license applications, including from partners and customers of PDVSA such as Chevron, have slowed progress on expanding exports and attracting investment.

U.S. officials are moving toward the issuance of a general license that would roll back certain sanctions on Venezuela's energy sector, three sources familiar with the preparation said on Tuesday. The contemplated authorization would replace a prior plan that relied on issuing individual exemptions to companies seeking to operate in the country.

Sources described the change in approach as part of ongoing efforts by Washington to facilitate major energy-related initiatives involving Venezuela. Following the U.S. capture of Venezuelan President Nicolas Maduro earlier this month, U.S. officials have indicated they would ease sanctions imposed on the country's energy industry in order to help enact a $2 billion oil supply agreement between Caracas and Washington and to support an ambitious $100 billion reconstruction plan for Venezuela's oil infrastructure.

In recent weeks, many partners and customers of state oil company PDVSA have sought authorizations from U.S. authorities. Among those requesting individual licenses is U.S. major Chevron, according to the sources. These applications have aimed to expand oil production and shipments from the OPEC member.

However, the volume of individual requests submitted to the U.S. government has created administrative bottlenecks, the sources said, delaying efforts to scale up exports and to attract investment quickly into Venezuela's oil sector. The shift toward a general license is presented by officials as a mechanism to accelerate those processes by reducing the need for case-by-case approvals.

Representatives of the U.S. Treasury Department and the White House did not immediately reply to requests for comment on the reported shift toward a general license.


Context and implications

The reported plan would alter the mechanism through which U.S. authorities permit commercial engagement with Venezuela's state oil industry - moving from individualized approvals to a broader, economy-wide authorization targeted at energy activity. Sources framed the change as intended to expedite both a short-term supply deal and a long-term reconstruction effort in the sector.

Details on the scope and timing of the proposed general license were not provided by the sources. The pace at which exports and investment can increase remains contingent on the issuance of the license and on administrative actions by U.S. agencies.

Risks

  • Administrative delays - The high volume of individual license requests has already impeded progress on export and investment plans, indicating potential continued delays for energy sector activity.
  • Uncertainty over timing and scope - Sources did not provide specific details on when the general license will be issued or its exact provisions, leaving outcomes and implementation timelines unclear.
  • Limited official comment - The U.S. Treasury Department and the White House did not immediately respond to requests for comment, adding uncertainty about final policy decisions and enforcement.

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