šØ GEOPOLITICAL ENERGY RESET ā WATCH CLOSELY š„
Major developments are unfolding in Venezuela, with wideāranging implications for oil markets, geopolitics, and risk assets:
š§ Whatās happened:
⢠U.S. forces conducted a major operation in Venezuela on JanāÆ3, 2026, resulting in the reported capture of President NicolĆ”s Maduro and his wife and their transfer to U.S. custody to face U.S. federal charges.
⢠The U.S. says Maduro will stand trial and has hinted at continued involvement in Venezuelan affairs.
⢠Venezuelaās Vice President Delcy RodrĆguez was sworn in as acting president, with local forces still asserting control on the ground.
⢠International reaction has been sharp, with China strongly condemning the U.S. action as a violation of international law and other countries alarmed by the escalation.
š Market & energy implications:
⢠Oil prices and energy risk premiums have seen volatility as traders reassess Venezuelan crude flows and geopolitical risk.
⢠U.S. authorities are reportedly seizing Venezuelaālinked oil tankers, adding pressure to global supply dynamics.
⢠The U.S. has also issued a travel advisory, signaling heightened risk for Americans in Venezuela.
š Why this matters:
This isnāt just about regime change ā itās a significant geopolitical shift involving:
⢠Control, access, and influence over Venezuelaās massive oil reserves
⢠U.S.āChina rivalry and global energy strategy responses
⢠Supply chain trajectories for commodities and risk assets
š Trade & watch:
š„ $VVV ā Venezuelaālinked oil/play exposure
š„ $CLO ā crude futures/ETFs
š„ $SOL ā crypto hedge amid macro volatility
š Position smart. Geopolitics are now a core driver of energy and riskāasset flows in 2026.
#OILCAT #US #china #commodities #WriteToEarnUpgrade #markets




