Venezuela just pulled the plug on its gas agreements with Trinidad—yes, including the Dragon field deal. That's a massive problem for Atlantic LNG, which now faces a crippled feed-gas pipeline and an uncertain operational future.

Trinidad is suddenly racing to secure alternative domestic supply sources, but the clock's ticking. This isn't just a bilateral headache; it's morphing into a broader regional energy security crisis. When supply chains snap like this, ripple effects hit commodity markets fast—and energy volatility tends to bleed into risk assets across the board.

For anyone tracking macro plays or energy-linked tokens, this kind of geopolitical friction is worth watching. Supply shocks don't stay contained for long.