Amid shifting global energy dynamics, geopolitical tensions continue reshaping oil supply chains and international trade relations. Recent policy announcements signal potential major shifts in crude reserves allocation, with billions of barrels potentially redirected through new bilateral arrangements. Such moves carry ripple effects across commodities markets—affecting inflation expectations, currency valuations, and ultimately the macroeconomic backdrop that shapes risk appetite in decentralized finance and digital asset markets. Market participants closely track energy geopolitics as a key variable influencing central bank policies and cross-asset correlations.