VENEECONOMIST
VENE · ECONOMISTINTELLIGENCE UNIT · SECTOR BRIEF
VE-SECTORS · March 2026 · SECTOR BRIEF

SEZs, manufacturing and foreign trade: the non-oil economy under the microscope

SEZs, manufacturing, foreign trade and telecommunications. The non-oil economy under the microscope.

FAVORABLE · Favorable perspectiveMarch 24, 2026

BCV: 451 Bs/USD · Parallel: ~560-650 Bs · Inflation: 618% annually · Labor cost: $150-200/month per operator (lowest in the Western Hemisphere) · 69.5% of the population earns less than $300/month — the domestic market cannot absorb production at international prices. The opportunity lies in exports.

Local raw materials (Agriculture · fisheries · manufacturing) → Processing in SEZ (100% ISLR reimbursement · 6 years) → Port of departure (50% reduction in port costs)

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Classification
Sector Brief · VE-SECTORS
March 2026 · Monthly edition
Sector Verdict
FAVORABLE · Favorable perspective
Next review: April 2026
Editorial product
Sector Brief — Recurring structural knowledge. Distinct from Analysis (ad-hoc per event) and VE Score (quantitative rating).

FURTHER READING

04
SECTOR BRIEF · VE-SECTORS

Venezuela telecom May 2026: Telefonica pauses Movistar sale, Digitel 4,200 5G sites, $200M spectrum auction after 11 years

Telecommunications Sector Brief · Venezuela May 2026: Telefonica paused Movistar VE sale (Jan-2026) to seek higher valuations; Digitel accelerates 5G FWA deployment to 4,200 sites; CANTV+Movilnet jointly pay $200M for 4G/5G blocks in first spectrum auction in 11 years; CANTV holds 91% fixed lines pending privatization.

VE PULSE · 10-JUL-2026

Venezuela has decreed the opening of its entire oil chain; the fiscal fine print and control of the money are missing

Venezuela decreed an opening that unlocks the whole chain but leaves the reservoir in the State's hands; what it does not settle is the fiscal fine print or control of the money: crude under Treasury custody and gold in London.

ANÁLISIS · SANCIONES · RIESGO PAÍS

Fiscal Sovereignty in Custody: Who Signs Off on Every Dollar of Venezuelan Oil

Since Executive Order 14373, Venezuela’s oil revenue flows into accounts custodied by the U.S. Treasury and is spent through a monthly budget approved by the State Department. Some ~US$8 billion moved in four months, with audits announced but unpublished. For the investor, the double lock is both a guarantee —less revenue diversion— and a risk —State discretion, opacity and Washington politics— in the same mechanism.

OFAC · GL 60

GL 60 — Earthquake Relief Efforts (through October 23, 2026)

Authorizes, through 12:01 a.m. eastern time on October 23, 2026, transactions ordinarily incident and necessary to earthquake-relief efforts following the June 24, 2026 earthquake in Venezuela that would otherwise be prohibited by the Venezuela Sanctions Regulations (31 CFR part 591), including those involving the Government of Venezuela and SDNs sanctioned under the executive orders incorporated into the VSR. Note 1 covers the processing and transfer of funds on behalf of third-country persons in support of relief and lets U.S. financial institutions and money transmitters rely on the originator to establish compliance. Does not unblock blocked property and does not cover ordinary activity (routine remittances, general commerce).

VENE · ECONOMIST Intelligence Unit · Informational analysis. Does not constitute investment advice.
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