The impact of this matter in Venezuela, in the medium to long term, will be the starting point of a commodities bull market.

Venezuela's oil, Chile's copper, Argentina's lithium, and Bolivia's silver—these resources will remain firmly under U.S. "control."

On a deeper level, this is another event accelerating the decoupling of China and the U.S. At least in terms of energy resources, China and the U.S. will build mutually independent core resource supply circles that cannot be interfered with by the other.

In the future, oil, gold, silver, and industrial metals will each have their own buying cycles...