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Core Viewpoint - The U.S. is intensifying its military actions in the Caribbean against oil tankers linked to Venezuela, aiming to disrupt Russia's oil supply chain and funding for its military operations, while simultaneously using China as a distraction to mask its true intentions [3][7][23]. Group 1: U.S. Military Actions - The U.S. Coast Guard has been actively pursuing oil tankers, including the Bella-1, under the pretext of enforcing sanctions against Venezuela [1][3]. - This marks the third instance in ten days where the U.S. has targeted Venezuelan oil tankers, with previous vessels being either seized or inspected [3][6]. - The U.S. is employing a dual standard, allowing American companies like Chevron to operate in Venezuela while cracking down on Chinese-owned vessels [6][7]. Group 2: Impact on Russia - The U.S. aims to cut off Russia's "shadow fleet," which consists of hundreds of aging tankers that transport oil, generating nearly $100 billion annually for Russia [9][21]. - This fleet is crucial for Russia's economic stability and military funding, with 65% of its maritime oil exports being handled by these vessels [9][21]. - The U.S. actions are seen as a strategy to create negative precedents that could further isolate Russia and demonstrate to allies that seizing enemy vessels is feasible [11][19]. Group 3: Reactions from Venezuela and Allies - Venezuela's government, under President Maduro, is responding by increasing naval protection for its oil shipments and seeking support from China [16][19]. - The U.S. actions have led to backlash from allies, with Colombia and the UK suspending intelligence cooperation, indicating a growing discontent with U.S. tactics [14][16]. - Russia is also reinforcing its military support to Venezuela, including providing military equipment and deploying armed personnel on some tankers [19][21]. Group 4: Market Implications - The international shipping market is experiencing turmoil, with the number of sanctioned tankers reaching 906, representing 19% of global oil tanker capacity [21]. - Daily earnings for Very Large Crude Carriers (VLCCs) have surged to approximately $119,000, expected to reach the highest levels since 2008 in Q4 [21][22]. - Venezuela's oil exports are facing increased challenges, particularly due to the withdrawal of essential supplies from Russia, further constraining its ability to produce and export oil [22].