Billionaire investor Jim Mellon says Venezuela's oil industry needs 5 to 10 years to recover its output of 3 million barrels per day. He notes that even if they recover, it's a small margin compared to global output. He thinks US refiners are in a good spot because they have the capacity to process Venezuela's heavy crude. Refiner stocks like Valero and PBF Energy saw gains this week following reports of Maduro's capture. Trump also claimed Venezuela will transfer 30 to 50 million barrels of oil to the US to be sold at market prices.