2026-01-06 01:49:26

Some analyses suggest that if the US makes breakthrough progress in oil extraction in Venezuela, the influx of大量廉价能源 into the market will become a key variable. Sufficient energy supply means there is room for electricity costs to decrease, which has far-reaching implications for the mining industry—reducing miners' electricity expense pressure and expanding profit margins.

More interestingly, cheap electricity could trigger a new wave of mining expansion. Regions and mining farms that can lock in long-term electricity contracts in advance will gain significant competitive advantages. In other words, whoever can outcompete others in energy costs will be better positioned in this cycle.

However, this logic also has a prerequisite—the energy advantage must translate into actual stability in electricity supply and price stability to truly influence mining decisions. Otherwise, it’s just a mirage.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

24 Likes

Reward
24
10
Repost
Share

Comment

0/400

ChainBrain

· 01-09 01:46

It's the same energy cost theory again... sounds nice, but the key is whether Venezuela's policies are stable. Speaking of which, someone has already locked in their power contracts long ago, and this wave still benefits latecomers. Stability is truly what matters; without it, everything else is pointless.

View OriginalReply0

quietly_staking

· 01-08 15:31

Here we go again with the pie-in-the-sky talk; the cheap energy story is the same every year.

View OriginalReply0

StakoorNeverSleeps

· 01-08 11:15

It's the same old story again, claiming that cheap electricity can save miners? That's completely wrong; the key is whether a truly stable supply can be maintained.

View OriginalReply0

SolidityNewbie

· 01-06 02:19

Laughing out loud, it's another bunch of assumptions. Can Venezuela really be stable? Cheap electricity sounds great, but the ones who can truly lock in contracts are those big institutions. Retail investors like us are just waiting to be crushed. Energy stability is key. Without it, everything is pointless—just empty promises to fill the stomach.

View OriginalReply0

FloorPriceWatcher

· 01-06 02:19

The phrase "Mirror Flower Water Moon" is used perfectly. Stability in Venezuela has always been a big issue, don't just think about cheap electricity.

View OriginalReply0

UncleLiquidation

· 01-06 02:12

Can Venezuela maintain stable power supply? It feels more like a paper tiger. --- Locking in long-term contracts is indeed impressive, but the premise must be genuine financial and electricity guarantees. --- This logic sounds beautiful, but I'm afraid it might just be another capital game. --- Only when electricity prices are low can miners truly survive; otherwise, it's all talk. --- Who really stands to make money from this? It seems like big institutions will end up cutting the leeks in the end. --- Supply stability is the key; otherwise, all is in vain. --- Expanding miner profits? Wake up, energy costs are just one part of the equation.

View OriginalReply0

GateUser-40edb63b

· 01-06 02:05

Venezuela really needs to ensure a stable supply, otherwise it will just be another false hope.

View OriginalReply0

HashBandit

· 01-06 02:00

ngl cheap power sounds nice until you realize venezuela's grid stability is... let's just say my mining days taught me that "stable pricing" is a meme. been there, power cuts killed my whole operation lol

Reply0

DegenWhisperer

· 01-06 02:00

Venezuela oil is out, and mining is taking off? Uh... come on, what about stability? --- It's another game of big players抢电力合约, retail investors are still in a daze --- Cheap electricity ≠ cheap coins, this logical flaw is too big --- Those who locked in long-term contracts have already made a fortune, we're still waiting --- Every time they say energy is the key, but nothing has changed so far --- Cutting energy costs in half and doubling profits? Dream on, the coin price is still king --- Early investors in electricity contracts are already major miners, we have no chance --- The phrase "mirage" is used perfectly; political volatility is the biggest black swan

View OriginalReply0

SelfSovereignSteve

· 01-06 01:50

It's the same old American interference routine in energy. What's the probability of Venezuelan oil really flowing out? I think it's uncertain. --- Energy positioning battle, to put it simply, is still a game of big miners. Retail investors should wake up. --- Cheap electricity? Believe it when you see it. Currently, it's just hype without substance. --- This logical chain is too fragile. Without stability, all talk is pointless. --- Once electricity is in place, the mining landscape will indeed be reshuffled. Locking in orders early is really satisfying. --- Don't be fooled by energy stories. You don't know how complicated Venezuela's situation really is. --- Miners have actually been calculating this for a while. The fact that there's no action yet suggests something fishy. --- If it really drops to白菜价电, I need to quickly check where there are cheap mining farms. --- The phrase 镜花水月 is perfectly said; reality is always more brutal than analysis.

View OriginalReply0