🚨 GLOBAL OIL SHOCK | GEOPOLITICS IGNITE

The U.S. has seized an oil tanker near Venezuela—confirmed Chinese-owned—carrying ~1.8M barrels of Merey-16, Venezuela’s premium heavy crude bound for China.

This wasn’t routine enforcement. It was a geopolitical signal.

🛢 Why It Matters

• Merey-16 is critical for complex refineries

• 1.8M barrels = real supply disruption, not noise

• Sanctions are shifting from policy to action

🌍 Bigger Picture

• U.S. sanctions enforcement is tightening

• China–Venezuela energy links are in the crosshairs

• Energy trade is colliding with geopolitics—fast

📈 Market Implications

• Bullish pressure on crude

• Rising geopolitical risk premium

• Higher volatility across energy-linked assets

⚠️ Bottom Line

Energy is a strategic weapon again—not just a commodity.

Markets price risk instantly.