Geopolitical tensions are reshaping energy markets. Venezuela's recent political developments have created significant uncertainty around oil supply contracts that international energy firms currently hold under existing agreements. The situation raises critical questions about energy security, commodity prices, and downstream effects on global markets. For investors tracking macroeconomic trends and asset correlations, this serves as a reminder of how political shifts can rapidly destabilize resource-based economies and alter investment landscapes. The scale—billions in barrels—underscores the magnitude of potential disruption to energy supplies and pricing dynamics that could ripple across multiple asset classes.