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Core Viewpoint - The recent military actions by the U.S. against Venezuela have raised concerns in the global commodity markets, particularly regarding oil and mineral supplies, as Venezuela is a significant supplier of key resources [1][2]. Group 1: Impact on Oil Market - Venezuela, holding the largest proven oil reserves globally, currently has an oil production of approximately 1 million barrels per day, which is only 0.8% of global oil production [3]. - The U.S. airstrikes have heightened fears of a disruption in Venezuelan oil exports, which are currently around 600,000 barrels per day, significantly lower than historical levels [3]. - Analysts predict that the airstrikes will provide short-term support for oil prices, although the extent of this impact remains uncertain due to other factors influencing global oil supply and demand [3][4]. Group 2: Impact on Mineral Resources - Venezuela is a key supplier of copper, accounting for 5% to 8% of global reserves, and also provides essential minerals like bauxite and uranium, which are critical for the energy and defense industries [3]. - The geopolitical tensions may lead to increased prices for these minerals due to supply concerns, with gold prices expected to remain strong as investors seek safe-haven assets [3][4]. Group 3: Broader Market Implications - The ongoing conflict may lead to a divergence in market performance, with energy and gold sectors potentially benefiting while other sectors may face challenges [5]. - The situation could also influence domestic markets, with analysts suggesting that the opening of the domestic futures market should be closely monitored for potential volatility driven by geopolitical developments [5][6].