Energy markets face mounting pressure as geopolitical tensions reshape supply dynamics. China's aggressive stockpiling strategy signals growing concerns over potential disruptions, while OPEC moves to tighten production further. The combination creates a classic supply squeeze scenario. Yet here's the puzzle: current market pricing doesn't fully reflect this tightening fundamentals. Oil and energy assets remain undervalued relative to the underlying risks. When geopolitical risk peaks and supply becomes genuinely constrained, the market typically reprices sharply. For traders watching commodity cycles and macro trends, this disconnect between reality and pricing represents a critical window—the window usually doesn't stay open long.