Venezuela's political upheaval just sent a ripple through energy markets. With the leadership transition creating uncertainty around oil production and supply chains, US oil stocks caught a strong bid. This is classic geopolitical premium at work—when regional instability threatens global energy flows, investors typically rotate into domestic energy plays. The move underscores how political events in key oil-producing regions can reshape portfolio dynamics across equities. Worth monitoring how this shapes energy inflation expectations and whether commodities sustain these gains or see a pullback as markets digest the longer-term implications.