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benzinga Geopolitical Risk Impact 65/100 ● neutral

Reported September 13, 'Trump says US could stay in Iran and keep oil, like Venezuela deal' - Reuters

Sep 14, 2026, 11:14 AM UTC · Primary ticker $XOM

This filing discloses a statement by former President Trump suggesting a hypothetical scenario where the US could maintain a presence in Iran to control its oil resources, drawing a parallel to Venezuela. This statement, while speculative, introduces significant geopolitical uncertainty regarding future US foreign policy and its potential impact on global energy markets and the stability of the Middle East.

The Reuters article reports a statement by Donald Trump, suggesting a potential future US policy towards Iran that involves maintaining a presence to control oil, similar to a 'Venezuela deal.' This is a significant geopolitical statement, as it outlines a highly interventionist and potentially destabilizing approach to a major oil-producing nation. While purely speculative at this stage, it introduces uncertainty into the long-term outlook for Iranian oil supply and regional stability, which could affect global oil prices and the operations of international energy companies. Traders should monitor future political developments and rhetoric, as such a policy, if pursued, would have profound short-term market volatility and long-term strategic implications for the energy sector and international relations.

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Source: benzinga
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