🛢️ Geopolitics and oil: when markets feel the pressure
Recent reports indicate that the U.S. seized an oil tanker near Venezuela bound for China, allegedly loaded with Merey 16 crude, one of the key blends from the country.
Beyond the headline, the market interprets it as a geopolitical signal:
Tightening of energy sanctions
Greater friction between the U.S. and China
Additional risk in energy routes and flows
When supply faces disruptions, even if they are temporary, the market immediately re-prices the risk.
This often translates into geopolitical premium, greater volatility, and sensitivity in energy-linked assets.
📌 Conclusion
Energy is once again behaving as an instrument of power, not just as a commodity.
Observing flows, sanctions, and strategic movements is as important as looking at the price.
#Petróleo #Geopolítica #mercados #Energía #Macro
⚠️ This is not financial advice