CMS·2026-01-11 06:31Group 1: Geopolitical Risks in the Western Hemisphere - The Trump administration is focused on strengthening control over the Western Hemisphere, particularly regarding Venezuela and Greenland[4] - The U.S. plans to manage 30-50 million barrels of oil from Venezuela, indicating a significant resource interest[9] - The geopolitical tension in Venezuela is expected to ease as the U.S. expresses satisfaction with the interim government, reducing the likelihood of further military action[10] Group 2: Oil Market Dynamics - Brent crude oil prices increased by 3.7% due to geopolitical conflicts and expectations of oversupply[10] - Venezuela's oil, being heavy crude, is crucial for U.S. refining industries, aligning with Trump's agenda to revitalize domestic energy production[13] Group 3: U.S. Domestic Politics and Trade Policies - The Trump administration's actions in Venezuela are politically motivated, aiming to resonate with domestic voters on issues of drugs and immigration[13] - The U.S. Supreme Court's delay in ruling on the legality of Trump's tariffs may provide the administration with more leeway in trade negotiations[5] Group 4: Broader Geopolitical Context - The U.S. seeks to counter external influences in Latin America, particularly from China and Russia, which have been increasing their presence in the region[13] - The potential for rightward political shifts in Latin America could align these countries more closely with U.S. strategic interests, impacting investment and trade dynamics[13]