What’s Happening (and why markets care) Multiple credible outlets are reporting a U.S. military operation in Venezuela , Trump signaling the U.S. will “run” Venezuela “for a while,” and claims that major U.S. oil companies are prepared to invest billions to restore output. That combination matters to markets because it hits three price drivers at the same time: Energy supply + shipping risk (oil markets price fear fast) Defense spending expectations (Pentagon posture, repl