Trump's policy moves toward Venezuela are rattling global oil markets harder than expected. China's energy buyers are feeling the pressure—and it shows. A Financial Times analysis reveals how this geopolitical tension is rippling through oil procurement strategies in Beijing. When crude supply dynamics shift on the back of political intervention, it doesn't just affect traditional commodities. Macro headwinds like energy inflation eventually feed into broader financial markets, including crypto volatility. Traders watching macro trends are already pricing in potential stagflation risks if oil prices spike. For portfolio strategists, this is a reminder: geopolitics + energy = market-moving catalyst.