Everyone Sees Oil. I See Drones
The United States has taken control of Venezuela.
Like many of you, I'm trying to figure out how to profit from this potentially world-altering event.
And while everyone is focused on Venezuela's oil and gold.
I zoomed out.
When the US expands influence over highly strategic energy assets (like $17T worth of oil...), how are these assets monitored, secured, and controlled?
Military Drones.
$AeroVironment(AVAV)$ builds military drones for surveillance, border security, and battlefield intelligence...and if the US is expanding influence over Venezuela, this can be used to monitor and secure massive oil infrastructure.
$Red Cat Holdings Inc.(RCAT)$ supplies tactical/ISR drones directly to the US military, focusing on short range, fast deployment aerial surveillance. In Venezuela, these are the tools used for persistent monitoring of facilities, borders, and high risk regions.
$Ondas Holdings Inc.(ONDS)$ builds the communications + sensor backbone that connects drones, vehicles, and infrastructure into a single intelligence network. If Venezuela’s energy assets fall under tighter US oversight, think of this as the invisible data layer that makes surveillance actually work.
Oil is the asset, but security is the trade.
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