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Why Cuba is Collapsing Without Trump Doing a Thing

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Why Cuba is Collapsing Without Trump Doing a Thing

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0:00

So, the Trump administration and the

0:02

United States military action capturing

0:04

Venezuela's Nicholas Maduro is

0:06

triggering a complete tidal wave of

0:09

domino effects around the world as

0:11

countries question what everything means

0:14

right now, but also in some particular

0:16

cases whether they might be next and

0:18

know so more than Cuba. Indeed, the

0:21

island that has long been a thorn in the

0:23

side of the world's greatest military

0:25

and economic power is showing signs of

0:28

complete collapse. food shortages,

0:30

18-hour blackouts, a complete decimation

0:34

of the once admired resilient

0:36

healthcare. Millions are simply leaving.

0:40

And now this external shock, inflection

0:42

point by the United States and the Trump

0:45

idea of a Monroe doctrine is pushing the

0:48

country's system over the edge. No

0:50

hurricanes, no failed reforms, just the

0:53

United States pressure against Venezuela

0:56

and the critical lifeline of oil that

0:58

kept Cuba functioning for more than two

1:01

decades. You see, because when

1:03

Venezuela's oil stops flowing, Cuba

1:05

doesn't just suffer, reaches a point of

1:08

no turn, and something that probably the

1:10

Trump administration would like nothing

1:13

more, especially Marco Rubio. So, in

1:15

this video, I wanted to explain how what

1:18

has happened in Venezuela, including the

1:20

buildup to Operation Absolute Resolve is

1:24

impacting Cuba, how Havana has tied its

1:27

survival so much to previously Hugo

1:29

Chavez, but then Nicholas Maduro's

1:31

regime, and why the next phase of this

1:34

crisis could reshape the political

1:35

future of both countries, but also the

1:38

Caribbean and of course the United

1:40

States broader strategic vision. Let's

1:44

get into it. This is the Global Gambit.

1:48

How you going? Welcome to the channel.

1:50

And if you're new, we look at

1:51

geopolitics, economics, and

1:53

international relations. And I let you

1:55

in on an insider perspective towards

1:57

power and strategy from firsthand

2:00

experience, be that on the ground in

2:02

Africa or to the corridors of the UN.

2:04

Before getting started, I always want to

2:06

know what you guys think. So, do let me

2:08

know in the comments below how you feel

2:10

about what we're going to cover in this

2:12

video, particularly the fallout of

2:14

Venezuela and its implications for many

2:17

countries, including some that could be

2:19

next. Now, prior to the military buildup

2:21

and pressure from the Trump

2:22

administration on Venezuela in late

2:25

2025, let alone Operation Absolute

2:28

Resolve itself, you'd be fair in

2:29

assuming that Cuba's crisis was largely

2:31

internal, especially due to the US

2:33

embargo that has existed for 70 plus

2:36

years. All of this creating a rigid

2:38

economic system, decades of

2:40

mismanagement, a state that can no

2:42

longer feed, power, or employ its

2:44

population. And all of that is true to

2:47

an extent. But Cuba's survival has also

2:49

depended on other factors, especially

2:51

something external. Cheap subsidized oil

2:54

from Venezuela. The oil that kept the

2:56

lights on, the fuel going, and the

2:59

transportation going. It sustained what

3:01

little private economic activity still

3:03

existed. But suddenly that supply has

3:06

largely been eradicated. The US's

3:08

external pressure on Venezuela's oil,

3:11

even before the operation Friday night,

3:13

seizing tankers, targeting specific

3:15

supply networks, and signaling that

3:17

enforcement would always be aggressive,

3:19

meant that Havana knew something might

3:22

be coming, but not quite in the way that

3:24

it did and at the rate that it did. Now,

3:27

it is simply scrambling. But before

3:29

going further into current implications,

3:32

let's have an understanding of why this

3:35

bilateral relationship between Cuba and

3:37

Venezuela exists as it does. These two

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countries have been bound together since

3:41

1999 when Hugo Chavis came to power in

3:44

Venezuela. Chavis framed the

3:45

relationship as revolutionary

3:48

solidarity. In reality though, it was

3:50

more transactional. Venezuela shipped

3:53

roughly 100,000 barrels of oil per day

3:56

to Cuba at heavily subsidized prices. In

4:00

return, Cuba sent some of their

4:02

specialist trained doctors, sports

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trainers, and most importantly though,

4:06

security and intelligence advisers,

4:09

those that had done the remarkable job

4:10

of sidest stepping and counteracting the

4:14

attempts by the United States to

4:16

overthrow. Cuban intelligence embedded

4:19

itself deep inside Venezuela's state and

4:22

military apparatus, helping Chavez and

4:24

later Maduro identify disscent, prevent

4:28

coup, and ideally neutralize rivals.

4:31

Over time, Venezuela's oil production

4:33

collapsed under its own mismanagement

4:36

and corruption. Shipments to Cuba

4:38

suddenly fell to around 30 barrels per

4:40

day. Even reduced that oil, though still

4:42

mattered enormously, to Havana. speed to

4:45

today and Venezuela crude covers roughly

4:47

40% 40% of Cuba's imported oil vital for

4:52

the power plants the transport and the

4:54

fragile private sector so removing all

4:57

that supply or remnants of it and Cuba

5:00

has no immediate substitute at all so

5:03

suddenly bringing the United States and

5:05

the developments in the past 2 to three

5:07

days and while the United States has not

5:10

made any formal moves on Cuba it is

5:11

without question that something is going

5:13

to happen, arguably purely because of

5:15

Marco Rubio's own self-interests and

5:17

serious intent given his relationship to

5:20

Cuba. But in practice, it is always

5:22

about trying to undermine your enemy or

5:25

adversary psychologically. That seems to

5:28

be what the Trump administration is

5:29

trying to do before anything kinetic

5:31

happens. Prior to the operation,

5:34

Washington had been targeting

5:35

Venezuela's tankers, targeting these key

5:38

shipping networks used to evade

5:40

sanctions and expanded its naval

5:42

presence in the southern Caribbean

5:44

entirely around southern Cuba. It has

5:47

increased its enforcement against

5:48

vessels linked to any sanctioned

5:49

entities, including those going to Iran.

5:52

As I covered in another video, one

5:54

tanker, for example, was already seized

5:56

carrying nearly 2 million barrels of

5:57

oil. Crucially, around 70% of

6:00

Venezuela's crude exports rely on these

6:02

shadowy shipping networks, which the

6:04

Cubans themselves would help facilitate.

6:06

There, the message is unmistakable that

6:08

exporting oil under sanctions is only

6:11

becoming more risky, slower, and more

6:13

expensive. Anything worse for Cuba. And

6:16

so then, when you consider Operation

6:18

Absolute Resolve, the Trump

6:19

administration has demonstrated

6:21

something far more consequential than

6:23

sanctions alone. this willingness to use

6:25

the direct overwhelming force to remove

6:28

hostile regimes or entities of any form

6:31

in the Western Hemisphere. It's not just

6:33

about symbolic pressure on Cuba anymore

6:35

or economic sanctions. It's about rapid

6:37

unilateral and unapologetic

6:40

military coercion. For Venezuela, that

6:42

of course resulted in the go going of

6:45

Maduro and for Cuba. Therefore, it

6:48

threatens not just the regime but the

6:50

entire country's sort of functionality,

6:52

its survival. And so as the Venezuelan

6:55

oil shipment stopped, the Cuban economic

6:57

collapse seems almost inevitable to

7:00

some. Now, any such collapse would hit a

7:03

society already in freefall. Cuba has

7:06

been experiencing its worst economic

7:08

crisis since the early 1990s and

7:11

arguably something even more severe. The

7:14

economy has contracted roughly 15% since

7:16

2018. Communulative inflation has been

7:19

around 450%

7:22

since 2018. The Cuban pesos trades at

7:25

around 450 to the dollar on the black

7:27

market. That is compared with 30 just a

7:30

few years ago when the improvement of

7:32

relations under Obama occurred from

7:34

$450.

7:36

Nearly 90% of the Cuban population lives

7:39

in extreme poverty. That means less than

7:41

$1.25 a day. And around 70% just miss

7:45

regular meals. Blackouts can last 18

7:47

hours a day. Hospitals like medicine,

7:50

water access is intermittent. Garbage

7:52

piles up in the streets. Things like

7:54

communicable diseases, denube, and

7:57

others are spreading. And school

7:59

attendance is increasingly irregular, if

8:02

non-existent completely. For example,

8:04

since 2020, more than 2.7 Cubans,

8:07

roughly a quarter of the population,

8:09

have just left. Now, given that reality,

8:13

Cuba's recent behavior makes a lot of

8:15

sense. Havana has tried everything it

8:17

could to keep Nicholas Madura in power.

8:19

Cuban intelligence remained possibly

8:21

still remains deeply embedded inside

8:23

Venezuela trying to support what remains

8:26

of the Madura government. Former

8:27

officials to start describe Cuban

8:30

counter intelligence as omnipresent

8:32

monitoring military officers, senior

8:34

officials, even ministers. Madura

8:36

himself has been surrounded by the

8:38

trusted Cuban vetted personnel with

8:40

tight controls and communications and

8:42

access. Before that was the Delta Force

8:45

extracted him. All because for Havana

8:47

Maduro survival was not ideological. It

8:50

was existential. Lose Maduro and you

8:53

lose oil leverage time. That is why Cuba

8:55

will not simply fade quietly into the

8:57

background as the fallout from Trump's

8:59

Venezuelan operation only intensifies.

9:02

Indeed, at the time of recording this

9:04

video, it's become apparent that over 30

9:07

Cubans were killed in the operation.

9:10

Most of them people assume to be part

9:13

security forces or those that were

9:14

working intelligence associated with the

9:16

government. That's why it took slightly

9:18

longer and there has been a slightly

9:20

higher casualty rate than was expected

9:23

purely because the Cumans were

9:25

instrumental in ensuring Maduro's

9:28

protection. But also one wonders why the

9:30

Cubans for all their louding around

9:32

their capacity for intelligence didn't

9:35

see this coming from the Americans. Now

9:37

to frame this differently when it comes

9:39

to Cuba it can be tempting and possibly

9:42

politically convenient to put all the

9:44

blame on the US for Cuba's hardships.

9:47

Now that is not to say that what the

9:49

Trump administration has done over

9:51

Venezuela sets an incredibly dangerous

9:53

precedent and how it will encourage

9:55

other nation states to behave. The point

9:58

is the current situation in Cuba is as

10:01

much structurally and self-inflicted as

10:03

it is a result of America's actions over

10:06

Venezuela. You see, the revolution

10:08

expropriated wealth. The Cuban state

10:10

crushed independent enterprise and the

10:13

economy became so dependent first on the

10:15

Soviet Union, but then of course

10:17

Venezuela. For example, when global oil

10:19

prices collapsed in 2014, Venezuelan

10:22

support began to fade. Cuba's decline

10:24

accelerated, only slightly alleviated by

10:27

improvements with the United States

10:28

relations after Obama opened them up in

10:31

2015. The current pressure campaign and

10:34

subsequent actions in Venezuela by the

10:36

US therefore did not purely create this

10:38

crisis. It just simply exposed it.

10:40

Pressure or actions militarily are not

10:43

cost-free. And this is where the

10:44

Venezuelan operation does matter. In the

10:46

aftermath of absolute resolve, US

10:49

officials have begun speaking much more

10:51

openly about this idea of complete

10:53

regional reshape. Marco Rubio has

10:55

described the Cuban government as a huge

10:57

problem when asked directly whether

10:59

Havana could be next. That remark was of

11:02

course not offhand and its deliberate

11:04

signaling perhaps even trolling by the

11:06

Trump administration. It tells us

11:08

Washington no longer sees Cuba as a

11:09

frozen relic to be managed, but as an

11:12

unresolved strategic liability, even

11:14

closer to home, and one that props up

11:16

adversal regimes, hosts hostile

11:19

intelligence activity, and well, yeah,

11:21

it's only 90 mi from Florida. That's the

11:24

uncomfortable reality. Moving, removing

11:27

authoritarian leaders is often not the

11:29

hardest part. It's the morning after. In

11:31

Venezuela, there is at least an

11:32

organized opposition or so they say with

11:35

electoral legitimacy and enormous

11:36

natural resource wealth which depending

11:38

upon how the political establishment

11:41

goes, you may well see improve. But even

11:44

then, any transition will require

11:45

international financial support to

11:47

stabilize the economy and meet

11:49

humanitarian needs. Cuba is a whole

11:52

different kettle of fish. There is no

11:54

living memory of democracy. Civil

11:56

society was dismantled. Institutions

11:58

barely function. The economy produces

12:01

almost no hard currency. This regime

12:04

survives not because it governs

12:05

effectively, but because it controls

12:07

security, suppresses descent, and relies

12:10

on these external lifelines that no

12:12

longer exist. What has changed after

12:14

Operation Absolute Resolve is not just

12:16

Venezuela's position. It's Washington's

12:18

posture. Senior officials are talking

12:21

about the ability to administer

12:23

Venezuela. But is that the case in Cuba

12:27

or would it become almost like a

12:28

situation with Puerto Rico where the

12:31

United States has to take care of a

12:33

situation which is increasingly

12:35

unsustainable? Speaking of Mara Lago,

12:38

Trump has described Cuba as a very bad

12:40

failing nation and said it was something

12:41

the administration would end up talking

12:43

about or enacting of it. He's not framed

12:46

the issue on ideological terms, but in

12:48

humanitarian and political ones, helping

12:50

the Cuban people and those who were

12:52

forced into exile, but given what his

12:54

priorities are in Venezuela, that does

12:57

fall on death is of course Havana. This

13:00

triggers historical memory. The United

13:02

States occupied the island twice in the

13:04

20th century. And after Fidel Castro's

13:07

revolution, Washington backed multiple

13:09

attempts to overthrow the regime. Of

13:11

course, the most infamous bear of pigs

13:13

that failed. And that history matters

13:15

because what happened in Venezuela has

13:18

revived something the Cuban leadership

13:19

hoped was gone for good. The sense that

13:21

regime change in the Caribbean is no

13:24

longer possible. The response from

13:26

Havana reflects that fear bluntly.

13:28

President Muel Diaz Canel has denounced

13:31

the US operation in Venezuela as

13:33

unacceptable, vulgar, and barbarian

13:35

kidnapping, calling it a state of

13:38

terrorism. The language is absolutely to

13:40

them proportionate to the actions and

13:42

opinions are never going to be uniform.

13:44

It's pretty clear there is a lot of

13:46

ambiguity about how Venezuelans feel a

13:48

difference between the diaspora and

13:50

those who necessarily live in Venezuela

13:52

itself. So that will likely be the case

13:55

with Cubans. Cuba could be next, not

13:57

because Washington wants another

13:59

military operation, but because the

14:01

regime is economically exhausted,

14:03

strategically exposed, and losing any

14:06

external support that has kept it alive,

14:09

forcing the United States to act because

14:11

the immigration, the refugee flows will

14:14

mean the United States is on the

14:16

receiving end of something it didn't

14:19

want. But then it gets stuck. It gets

14:21

bogged down in a country that doesn't

14:23

have any remnants of in of institutional

14:26

framework of infrastructure and

14:28

therefore it becomes a Caribbean version

14:30

of a nation building exercise a quagmire

14:34

that could be Trump's biggest mistake.

14:37

Is there a plan for the day after, which

14:39

is something they didn't consider in the

14:41

cases of Afghanistan or Iraq? In the

14:43

Caribbean right now, history is

14:45

accelerating and the cost of getting

14:47

this wrong will be measured on Trump's

14:50

decision-m, not purely his rhetoric. But

14:53

that's it from me everyone. Let me know

14:55

in the comments below what you think

14:56

about this particular angle. A lot of

14:58

emphasis on who is next. Is it going to

15:01

be Greenland? Is it going to be Cuba? Is

15:02

it going to be Iran? None of them are

15:04

exactly the same. But if anything is

15:06

going to look most sort of similar in

15:09

terms of a military kinetic form of

15:11

action, Cuba does seem to be the most

15:13

likely and also the most vulnerable and

15:16

also the one that will potentially be

15:18

the biggest risk for America. Subscribe

15:20

and check out the links in the

15:22

description if you want to see more of

15:23

my work on Substack or support me

15:25

further. We'll see you all next time.

15:40

[Music]

Interactive Summary

The US military action in Venezuela, known as Operation Absolute Resolve, and the capture of Nicholas Maduro, has triggered widespread global effects, particularly impacting Cuba. Already suffering from a severe internal crisis including food shortages, 18-hour blackouts, and a decimated healthcare system, Cuba relied heavily on subsidized oil from Venezuela as a critical lifeline. The US pressure on Venezuela's oil, coupled with the direct military intervention, has eradicated this supply, pushing Cuba's system over the edge. Historically, Cuba provided Venezuela with security and intelligence advisors in exchange for oil, making Maduro's survival existential for Havana. Washington's posture has shifted, now viewing Cuba not as a frozen relic but an unresolved strategic liability, with officials openly suggesting Cuba could be 'next' for direct intervention. However, the speaker cautions that Cuba lacks functional institutions and an organized opposition, raising concerns that any intervention could lead to a difficult and costly 'nation-building exercise' for the United States.

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