The shifting control over global energy resources is reshaping risk calculations for major powers. With the US consolidating influence over Venezuelan oil supplies, the calculus for regional geopolitical moves has fundamentally changed. This development introduces new layers of complexity into existing tension dynamics. When energy leverage shifts hands, capital flows respond—investors reassess tail risks, adjust portfolio positioning, and recalibrate hedging strategies. Historical precedent shows that major geopolitical realignments typically precede significant market rotations. The uncertainty premium tends to rise, defensive assets attract fresh inflows, and volatility regimes often extend. For those tracking macro trends and global risk factors, this geopolitical recalibration is worth monitoring closely. Energy politics don't move markets overnight, but they absolutely reshape the risk environment that determines where capital feels safe enough to flow.