In fact, it is necessary to look back at the new version of Trump's national security strategy report at the end of the 25th year, and talk about the meaning of Trump's action and its impact on the market: 1. Putting stability in the Western Hemisphere at the top of the geo strategy is not just a random talk, it is really a play card to do according to this. Facing countries in the Western Hemisphere, the United States is definitely a crushing presence. When it comes to achieving goals, be clear and straightforward. This action by Venezuela is seen as the most aggressive geopolitical intervention by the United States in the Western Hemisphere since the end of the Cold War. Its speed, intensity, and symbolic significance clearly surpass the precedent set by the US invasion of Panama and the capture of Noriega in 1989. 2. The exclusivity of the Western Hemisphere, starting from the second half of last year, the US containment of Venezuela appears to be drug control and cracking down on illegal immigration. In essence, it is the deep anxiety of the United States over exclusive control, energy, and geopolitical security in the Western Hemisphere in the context of great power competition. For countries in the Western Hemisphere that have deep ties with other major countries, Trump will regard their political power itself as a problem. Reorganizing the backyard is not just talk, it means squeezing out American strategic competitors from the Americas and ensuring 100% security and controllability of the backyard. This action sends a clear signal that the United States is redefining the power boundaries in the Western Hemisphere in a more direct and coercive manner 3. The geopolitical value of energy. This time, the core still needs to control Venezuela's oil resources. Although the United States has achieved net energy exports, Venezuela has the world's largest proven oil reserves, particularly heavy crude oil that heavily relies on the US Gulf of Mexico refining system. Moreover, China is also a long-term oil buyer and major creditor of Venezuela. Regardless of who comes to power after Maduro's arrest, Venezuela's oil resources should be firmly controlled by American oil giants. Reshaping energy flow, financial settlement, and strategic dependence relationships. Previously, here was https://(x.com)/qinbafrank/status/2004450478399291418? S=46&t=k6rimWsEbo2D2tXolYcM-A talked about a point that the Crown Prince of Saudi Arabia is difficult to cooperate with Trump on oil prices to lower oil prices, because Saudi Arabia's own financial pressure is great, and it needs enough funds to plan for future investment. The Crown Prince has also used low oil prices to eliminate competitors, and now he has reached the limit of his own tolerance for low oil prices. Trump needs to continue to hold down oil prices before the mid-term elections, or help control inflation, and also meet what he calls "affordability". He needs to be prepared for higher oil prices, and reduce the costs of other parts of the U.S. economy through supply side reform. At this time, Trump needs to find new oil sources. 4. Trump's speech in the evening is more about explaining to the domestic MAGA community what kind of action this is? Because the MAGA group opposes the United States' involvement in endless foreign wars, regime change, and participation in post-war reconstruction of other countries, as these are laborious and costly. Trump will never admit that this is a war, and will also say that it will not change the political system of Venezuela. It may be Trump's goal to kill Maduro, support a Venezuelan politician friendly to the United States, and then fully control Venezuela's oil and gas resources. 5. Going deeper, it still points directly at the biggest competitor of the United States Striving to gradually exclude China's layout and influence in the Americas, it should be noted that the proportion of left-wing in Latin American countries is still high, and many countries have close relations with China. China has close economic and trade ties with major Latin American countries, which may become a point of conflict in the future. Or take military action, or economic and political means, with the aim of establishing a regional order fully controlled by the United States in the Western Hemisphere, North and South America. 6. The impact on the market This quick start and quick end action actually has little impact on the market. Because it is less likely that the situation will further evolve into a large-scale ground attack. For example, Trump, who talked about earlier, almost doesn't think about large-scale ground attacks (he hates this way). The market likes quick decisions and dislikes uncertainty. In terms of market impact alone, Trump should minimize the uncertainty this time.