The new administration's playbook seems to prioritize sanctions above everything else. Take the recent Venezuelan tanker seizure—it reads like another episode crafted for maximum drama, but what's the actual endgame here?

Sure, invoking the Monroe Doctrine sounds bold on paper. But where's the strategic victory? Disrupting shadow fleets might make headlines, yet it doesn't answer the fundamental question: what comes next? Energy markets hate uncertainty, and traders are already pricing in the chaos.

Maybe I'm missing something, but this feels more reactive than calculated. When policy becomes theater, markets—and the people depending on stable oil flows—pay the price. Is there a coherent plan, or are we just watching improvisation in real-time?