The U.S. military operation removing Venezuelan President Nicolás Maduro has global oil markets on edge. Venezuela holds 303 billion barrels of crude, 17% of the world’s total. Energy stocks are in focus as investors eye opportunities for drilling into this massive reserve.

President Trump recently met with top oil executives to discuss investing $100 billion in Venezuela’s oil infrastructure. Shell Plc ADR (SHEL) stands out, ready to invest billions if granted licenses. Shell’s global presence and diverse operations position it as a key player in the evolving energy landscape.

Shell’s operations span 70 countries, serving millions of customers daily. The company leads in oil and gas production, LNG, and downstream activities. With investments in renewable energy, Shell is poised for the transition to a low-carbon future, backed by strong financials and global reach.

Shell’s market capitalization stands at $203.65 billion, with shares up 10.35% in 2025, outperforming the broader energy sector. Offering a 4.04% dividend yield, Shell is a top pick for income investors. The company’s strong financial performance and consistent returns to shareholders make it a standout in the energy sector.

Shell reported strong Q3 earnings, surpassing expectations and announcing $3.5 billion in share buybacks. With steady cash flow, declining debt, and disciplined capital spending, Shell is well-positioned for growth. CEO credits the company’s marketing business and offshore assets for the solid performance, setting the stage for continued success.

Wall Street analysts are bullish on Shell, with a “Moderate Buy” consensus rating. Price targets suggest potential upside, with an average target of $82.29, indicating a 13.44% increase. Analyst sentiment reflects confidence in Shell’s outlook, positioning the company for further growth and shareholder returns.

Read more at Yahoo Finance: As Shell CEO Wael Sawan Talks Venezuela Oil with Trump, Should You Buy SHEL Stock?