Off the Venezuelan coast, a sanctioned oil tanker just got intercepted by US authorities. Trump confirmed the seizure himself—and markets reacted fast. Oil prices jumped on the news, while tensions between Washington and Caracas hit a new high.

This isn't just about one vessel. It's another signal that sanctions enforcement is tightening, and energy supply chains are getting messier. When geopolitical friction spikes like this, commodity volatility tends to follow. Traders are watching crude closely now—any further escalation could ripple through risk assets broadly.

Venezuela's already been under heavy pressure for years. This move cranks things up another notch. Whether it's a one-off or the start of something bigger remains to be seen, but the immediate impact on oil markets? Already priced in.