Oil prices just spiked after major geopolitical shifts in Latin America—and the market's reacting fast. Chevron surged 8%, with energy stocks broadly catching bids. Analysts are weighing in on what this means for the big oil majors going forward.

Here's the thing: when traditional energy gets repriced this quickly, it ripples across portfolios. Institutional money is already rotating. Some strategists see this as bullish for energy exposure through 2025, while others warn about the volatility ahead—especially if supply dynamics shift further.

For investors tracking macro trends, this is a reminder of how geopolitical events reshape asset allocation. Energy, commodities, and financial markets don't move in isolation anymore. The playbook for diversified portfolios just got more complex.