A major shift in global oil markets just unfolded. The US Gulf Coast crude market took a significant hit following announcements of Venezuela preparing to supply up to 50 million barrels of oil to the United States at prevailing market rates. The sudden increase in oil supply is pressuring Canadian crude prices downward—a move that could ripple through energy-dependent sectors. For investors tracking macro correlations, this supply shock demonstrates how geopolitical decisions can reshape commodity markets overnight. With energy prices influencing inflation expectations and broader economic sentiment, this development warrants close attention from anyone monitoring inflation trends and their impact on risk assets.