A roughly 460,000 barrel naphtha shipment is making its way from Houston toward Venezuela's state oil company—exactly what's needed to keep Orinoco blends flowing. Here's the thing: when U.S. supplies of diluent got squeezed, Russia stepped in to fill that void. Now watch this cargo swing back northward. It signals a pretty stark shift in how the oil market's reshuffling itself amid sanctions and trade pressures. The diluent game matters more than most realize—without it, heavy crude from Orinoco becomes nearly impossible to move. This particular flow tells you something about where global supply chains are repositioning themselves right now.