Geopolitical Risk Ignites "Metal War": Gold and Silver Skyrocket on Venezuela Crisis; Oil Volatile

London/New York — Global commodities markets are witnessing a dramatic surge in volatility as geopolitical fault lines deepen across Latin America and the Middle East. The dramatic arrest of Venezuelan President Nicolás Maduro by U.S. forces, coupled with fragile diplomatic maneuvering in the Middle East, has catalyzed a historic flight to safety, sending precious metals to record valuations.

Safe Haven Allocations Surge

Spot Gold (XAU/USD) has breached the $4,440/oz mark, while Silver has rallied over 5% significantly, amid fears of a broader conflict. BofA analysts predict Gold could average $4,538 by 2026, citing it as an essential portfolio hedge against fiscal dominance and geopolitical fracturing.

Oil Markets: A Complex Equation

Trumps explicit demands to Venezuelan interim leader Delcy Rodríguez—to halt oil sales to U.S. adversaries and expel foreign agents—signal a potential reshaping of global energy flows.

Analyst View:

“The market is currently pricing in a high 'fear premium.' While the immediate oil supply shock is buffered by global inventory, the precedent set by the U.S. military action in Caracas has forced a repricing of sovereign risk across Emerging Markets.”