Washington is making a significant policy shift on Venezuelan oil—selectively easing sanctions with immediate effect. Industry sources close to the administration confirm oil sales have already begun moving. This development carries weight for anyone tracking energy markets and global commodity dynamics. The move signals changing priorities in regional strategy, potentially reshaping supply patterns and inflation narratives that indirectly ripple through risk assets. Keep an eye on how energy markets digest this adjustment and what secondary effects it might trigger across commodities and broader macro conditions.

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