Mexico's pivot to become Cuba's primary oil supplier in 2025 marks a significant shift in regional energy dynamics. However, this strategic move carries geopolitical weight—the incoming U.S. administration's stance on such trade flows could trigger policy pushback. Energy supply chain disruptions and shifting trade relationships have historically influenced commodity prices and market risk sentiment. For traders watching macro trends, these kinds of policy tensions often ripple through broader asset markets, affecting everything from oil futures to currency volatility and capital flows into risk assets.