Now, Donald Trump is insisting that the main reason he's interested in Venezuela, the main

reason the US is kind of looking at tankers off the coast of Venezuela comes back to drugs,

the trade, the smuggling of illegal drugs out of Venezuela.

But what if it's not just that?

Maybe there's something else going on.

What if it's partly about oil?

Now, on the surface, you might be thinking, why does America even need

Venezuelan oil? And I can kind of understand your point, because if you look at just total

oil production, look, this is up until 2005, the US was there, Venezuela was there, Saudi Arabia

was there. But as you probably know, since then, everything has changed. Look, American output has gone through the roof, way above Saudi Arabia, way above Saudi Arabia.

And Venezuela has gone basically to the floor, and that's kind of post-Chavez Maduro.

They're one of the minnows now, and I think 21st biggest producer in the world.

So again, that question, why should America care?

Well, in the US, that big rise is largely down to this.

It's down to the Shell Revolution.

So you've got fracking all around the US producing extraordinary amounts of crude oil.

And here's where we get to the interesting beer.

Because when you're thinking about crude oil, maybe you're just thinking about, well, look, barrels of oil. And here's where we get to the interesting beer. Because when you're thinking about crude oil, maybe you're just thinking about, well, barrels of oil. It's all the same, isn't it? Well, actually, no. So if you kind of look at crude oil, there are various different types of crude in different parts of the world. There's actually kind of various different ways you can categorize it. But one way you can look at it is look at the kind of density. So you're basically looking at how thick that crude is. And when I say thick, I mean literally how thick. This is showing you global production broken down by the density of that oil. And so you've got the kind of medium stuff. And this is probably if you're thinking, if you've got kind of image in your mind of what crude oil looks like, it's a bit like this.

It's kind of black, but it's not too viscous. It flows around. But there's other stuff as well. So this, this is light crude. And it kind of almost looks like a smoothie, doesn't it? And that's the same stuff. This is still crude oil, but down to the kind of geological

and the biological conditions in the ground when it was being formed hundreds of millions

of years ago, it comes out looking a bit different. And so that's light. You've also got

heavy stuff. And it's kind of relatively small in global production, but this is gloopy,

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