Venezuela Oil Watch: U.S. lawmakers are pressing Treasury and State over opaque oversight of Venezuelan oil revenue deposits, warning that anti-money laundering enforcement was paused and could enable misuse without transparency. Cybersecurity & Energy Shipping: The U.S. is investigating whether Iran or Iran-aligned actors were behind cyberattacks on two tankers bound for American ports, prompting Coast Guard and FBI boarding and system checks. ExxonMobil Returns to Orinoco: Reports say Exxon is nearing talks to return to Venezuela’s Orinoco Belt, as Washington-backed deals continue to reshape crude flows. Downstream Capacity Stress: Market analysts say Venezuelan heavy barrels are creeping into the U.S. Gulf Coast, but question how much more the region can absorb as refining capacity tightens. Falklands Energy Legal Fight: An Argentine judge ordered suspension of the Sea Lion oil project, escalating disputes over Malvinas/Falklands licensing and sanctions. Grid & Power Reliability: Colombia faces energy strain as El Niño approaches, with attention on reservoir performance and grid readiness. Regional Security Funding: The U.S. redirected $52 million in foreign military financing toward South American partners, citing narcoterrorism and Canal security—context for broader regional risk affecting energy corridors. Critical Minerals Push: Brazil created policy to boost critical minerals production, while Colombia and others expand cooperation on minerals and nuclear—supporting the energy transition supply chain.