2026-20006RuleWallet

Treasury Eases Up on Venezuela Oil Sanctions with New Licenses

Published Date: 9/30/2026

Rule

Summary

The Treasury’s Office of Foreign Assets Control (OFAC) just made official seven updated general licenses that let certain U.S. businesses do specific transactions with Venezuelan oil and petrochemical products, which were previously restricted. These updates replace older versions and have been effective since June 10, 2026, helping companies navigate sanctions while keeping trade moving. If you’re involved in Venezuelan energy or related sectors, these changes could impact your operations and finances.

Analyzed Economic Effects

7 provisions identified: 7 benefits, 0 costs, 0 mixed.

U.S. firms may import Venezuelan oil/petrochemicals

Effective June 10, 2026, an "established U.S. entity" (organized on or before January 29, 2025) is authorized to engage in transactions ordinarily incident and necessary to the lifting, exportation, sale, supply, storage, marketing, purchase, delivery, transportation, or refining of Venezuelan-origin oil or Venezuelan-origin petrochemical products for importation into the United States. Contracts must be governed by U.S. law and disputes resolved in the United States, the United Kingdom, France, or Singapore; payments to blocked persons (other than local taxes/fees) must be deposited into the Foreign Government Deposit Funds under Executive Order 14373. Prohibited: non‑commercial payment terms (including debt swaps, payments in gold, or Venezuelan digital tokens), transactions involving listed foreign jurisdictions or blocked vessels, and certain dealings with entities tied to the People's Republic of China; reports to OFAC are due 10 days after the first transaction and every 90 days thereafter with parties, quantities, values, dates, and taxes/fees.

Named major oil firms authorized to operate in Venezuela

General License 50B, effective June 10, 2026, authorizes transactions related to oil or gas sector operations in Venezuela for the entities listed in its Annex (as of June 10, 2026: BP PLC; Chevron Corporation; Eni S.p.A.; Établissements Maurel & Prom SA; Repsol S.A.; Shell PLC) and their subsidiaries, subject to contracts governed by U.S. law and permitted dispute venues and with monetary payments to blocked persons routed to the Foreign Government Deposit Funds when required. Prohibited: non‑commercial payment terms (including debt swaps, gold, Venezuelan digital tokens), transactions involving persons in the Russian Federation, Iran, DPRK, Cuba, or entities owned/controlled by PRC persons, unblocking property, and transactions involving blocked vessels; recipients must report transaction details to OFAC 10 days after the first transaction and every 90 days thereafter.

U.S. entities may trade Venezuelan minerals including gold

General License 51B, effective June 10, 2026, authorizes established U.S. entities (organized on or before January 29, 2025) to export, reexport, sell, resell, supply, store, purchase, deliver, or transport Venezuelan-origin minerals, including gold, and to process or refine such minerals, subject to contract law and payment routing into the Foreign Government Deposit Funds for payments to blocked persons (excluding local taxes/fees). Parties must provide supply-chain due diligence documentation and report quantities, descriptions, purchase prices, dates, taxes/fees, and other details to OFAC 10 days after the first transaction and every 30 days thereafter. Prohibited: non‑commercial payment terms, transactions involving listed foreign jurisdictions or PRC-linked ownership in certain cases, processing/refining in specified foreign countries, exploration/mining/formation of new joint ventures in Venezuela, unblocking property, and dealings with blocked vessels.

PdVSA transactions authorized for established U.S. entities

General License 52A, effective June 10, 2026, authorizes transactions otherwise prohibited by certain Executive Orders involving Petróleos de Venezuela, S.A. (PdVSA) or PdVSA Entities by an "established U.S. entity" (organized on or before January 29, 2025), provided contracts are governed by U.S. law, permitted dispute venues are used, and monetary payments to blocked persons (other than local taxes/fees) are made into the Foreign Government Deposit Funds. The license does not authorize transactions prohibited by other VSR provisions (including dealing with certain bonds/debt, sale/transfer/pledging of PdVSA equity, or dealings with SDNs other than PdVSA), non‑commercial payment terms (debt swaps, gold, Venezuelan digital tokens), transactions involving certain foreign jurisdictions or PRC-linked entities, unblocking property, or dealings with blocked vessels. Exports or sales of Venezuelan-origin oil or petrochemical products to countries other than the United States under this license must be reported to OFAC 10 days after the first transaction and every 90 days thereafter with detailed transaction descriptions.

U.S.-origin diluents may be sold to Venezuela

General License 47A, effective June 10, 2026, authorizes the exportation, sale, supply, storage, marketing, delivery, and transportation of U.S.-origin diluents to Venezuela, provided contracts are governed by U.S. law and disputes occur in the United States, the United Kingdom, France, or Singapore. Prohibited: payment terms that are not commercially reasonable (including debt swaps, payments in gold, or Venezuelan digital tokens), transactions involving persons in Iran, DPRK, or Cuba or their controlled entities, and transactions involving blocked vessels; exporters must report to OFAC with parties, quantities, values, and dates 10 days after the first transaction and every 90 days thereafter.

U.S. supply of oil/gas/electricity goods and services allowed

General License 48B, effective June 10, 2026, authorizes U.S. persons to provide goods, technology, software, or services from the United States for exploration, development, or production of oil, gas, petrochemical products, or for electricity generation, transmission, storage, or distribution in Venezuela, including maintenance and repair. Contracts must use U.S. law and permitted dispute locations; payments to blocked persons (except local taxes/fees) must go into the Foreign Government Deposit Funds. The license forbids non‑commercial payment terms (debt swaps, gold, Venezuelan digital tokens), dealings with persons in Russia, Iran, DPRK, Cuba, or entities owned/controlled by PRC persons, formation of new joint ventures in Venezuela for these activities, and transactions involving diluents; reporting to OFAC is due 10 days after the first transaction and every 90 days thereafter with transaction details.

U.S. supply for Venezuelan minerals operations allowed

General License 54A, effective June 10, 2026, authorizes U.S. persons to provide goods, technology, software, or services for exploration, development, mining, extraction, processing, refining, or production of minerals (including gold) in Venezuela, and to perform maintenance and repair for mineral operations, provided contracts use U.S. law and permitted dispute venues and payments to blocked persons (excluding local taxes/fees) are deposited into the Foreign Government Deposit Funds. The license forbids non‑commercial payment terms, transactions involving persons in Russia, Iran, DPRK, Cuba, or entities owned/controlled by PRC persons, the formation of new joint ventures in Venezuela to engage in mineral activities, unblocking property, and transactions involving blocked vessels; reporting to OFAC is due 10 days after the first transaction and every 90 days thereafter with transaction details.

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Key Dates

Rule Effective
Published Date
6/10/2026
9/30/2026

Department and Agencies

Department
Independent Agency
Agency
Treasury Department
Foreign Assets Control Office
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