Why Cuba is Collapsing Without Trump Doing a Thing
399 segments
So, the Trump administration and the
United States military action capturing
Venezuela's Nicholas Maduro is
triggering a complete tidal wave of
domino effects around the world as
countries question what everything means
right now, but also in some particular
cases whether they might be next and
know so more than Cuba. Indeed, the
island that has long been a thorn in the
side of the world's greatest military
and economic power is showing signs of
complete collapse. food shortages,
18-hour blackouts, a complete decimation
of the once admired resilient
healthcare. Millions are simply leaving.
And now this external shock, inflection
point by the United States and the Trump
idea of a Monroe doctrine is pushing the
country's system over the edge. No
hurricanes, no failed reforms, just the
United States pressure against Venezuela
and the critical lifeline of oil that
kept Cuba functioning for more than two
decades. You see, because when
Venezuela's oil stops flowing, Cuba
doesn't just suffer, reaches a point of
no turn, and something that probably the
Trump administration would like nothing
more, especially Marco Rubio. So, in
this video, I wanted to explain how what
has happened in Venezuela, including the
buildup to Operation Absolute Resolve is
impacting Cuba, how Havana has tied its
survival so much to previously Hugo
Chavez, but then Nicholas Maduro's
regime, and why the next phase of this
crisis could reshape the political
future of both countries, but also the
Caribbean and of course the United
States broader strategic vision. Let's
get into it. This is the Global Gambit.
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Before getting started, I always want to
know what you guys think. So, do let me
know in the comments below how you feel
about what we're going to cover in this
video, particularly the fallout of
Venezuela and its implications for many
countries, including some that could be
next. Now, prior to the military buildup
and pressure from the Trump
administration on Venezuela in late
2025, let alone Operation Absolute
Resolve itself, you'd be fair in
assuming that Cuba's crisis was largely
internal, especially due to the US
embargo that has existed for 70 plus
years. All of this creating a rigid
economic system, decades of
mismanagement, a state that can no
longer feed, power, or employ its
population. And all of that is true to
an extent. But Cuba's survival has also
depended on other factors, especially
something external. Cheap subsidized oil
from Venezuela. The oil that kept the
lights on, the fuel going, and the
transportation going. It sustained what
little private economic activity still
existed. But suddenly that supply has
largely been eradicated. The US's
external pressure on Venezuela's oil,
even before the operation Friday night,
seizing tankers, targeting specific
supply networks, and signaling that
enforcement would always be aggressive,
meant that Havana knew something might
be coming, but not quite in the way that
it did and at the rate that it did. Now,
it is simply scrambling. But before
going further into current implications,
let's have an understanding of why this
bilateral relationship between Cuba and
Venezuela exists as it does. These two
countries have been bound together since
1999 when Hugo Chavis came to power in
Venezuela. Chavis framed the
relationship as revolutionary
solidarity. In reality though, it was
more transactional. Venezuela shipped
roughly 100,000 barrels of oil per day
to Cuba at heavily subsidized prices. In
return, Cuba sent some of their
specialist trained doctors, sports
trainers, and most importantly though,
security and intelligence advisers,
those that had done the remarkable job
of sidest stepping and counteracting the
attempts by the United States to
overthrow. Cuban intelligence embedded
itself deep inside Venezuela's state and
military apparatus, helping Chavez and
later Maduro identify disscent, prevent
coup, and ideally neutralize rivals.
Over time, Venezuela's oil production
collapsed under its own mismanagement
and corruption. Shipments to Cuba
suddenly fell to around 30 barrels per
day. Even reduced that oil, though still
mattered enormously, to Havana. speed to
today and Venezuela crude covers roughly
40% 40% of Cuba's imported oil vital for
the power plants the transport and the
fragile private sector so removing all
that supply or remnants of it and Cuba
has no immediate substitute at all so
suddenly bringing the United States and
the developments in the past 2 to three
days and while the United States has not
made any formal moves on Cuba it is
without question that something is going
to happen, arguably purely because of
Marco Rubio's own self-interests and
serious intent given his relationship to
Cuba. But in practice, it is always
about trying to undermine your enemy or
adversary psychologically. That seems to
be what the Trump administration is
trying to do before anything kinetic
happens. Prior to the operation,
Washington had been targeting
Venezuela's tankers, targeting these key
shipping networks used to evade
sanctions and expanded its naval
presence in the southern Caribbean
entirely around southern Cuba. It has
increased its enforcement against
vessels linked to any sanctioned
entities, including those going to Iran.
As I covered in another video, one
tanker, for example, was already seized
carrying nearly 2 million barrels of
oil. Crucially, around 70% of
Venezuela's crude exports rely on these
shadowy shipping networks, which the
Cubans themselves would help facilitate.
There, the message is unmistakable that
exporting oil under sanctions is only
becoming more risky, slower, and more
expensive. Anything worse for Cuba. And
so then, when you consider Operation
Absolute Resolve, the Trump
administration has demonstrated
something far more consequential than
sanctions alone. this willingness to use
the direct overwhelming force to remove
hostile regimes or entities of any form
in the Western Hemisphere. It's not just
about symbolic pressure on Cuba anymore
or economic sanctions. It's about rapid
unilateral and unapologetic
military coercion. For Venezuela, that
of course resulted in the go going of
Maduro and for Cuba. Therefore, it
threatens not just the regime but the
entire country's sort of functionality,
its survival. And so as the Venezuelan
oil shipment stopped, the Cuban economic
collapse seems almost inevitable to
some. Now, any such collapse would hit a
society already in freefall. Cuba has
been experiencing its worst economic
crisis since the early 1990s and
arguably something even more severe. The
economy has contracted roughly 15% since
2018. Communulative inflation has been
around 450%
since 2018. The Cuban pesos trades at
around 450 to the dollar on the black
market. That is compared with 30 just a
few years ago when the improvement of
relations under Obama occurred from
$450.
Nearly 90% of the Cuban population lives
in extreme poverty. That means less than
$1.25 a day. And around 70% just miss
regular meals. Blackouts can last 18
hours a day. Hospitals like medicine,
water access is intermittent. Garbage
piles up in the streets. Things like
communicable diseases, denube, and
others are spreading. And school
attendance is increasingly irregular, if
non-existent completely. For example,
since 2020, more than 2.7 Cubans,
roughly a quarter of the population,
have just left. Now, given that reality,
Cuba's recent behavior makes a lot of
sense. Havana has tried everything it
could to keep Nicholas Madura in power.
Cuban intelligence remained possibly
still remains deeply embedded inside
Venezuela trying to support what remains
of the Madura government. Former
officials to start describe Cuban
counter intelligence as omnipresent
monitoring military officers, senior
officials, even ministers. Madura
himself has been surrounded by the
trusted Cuban vetted personnel with
tight controls and communications and
access. Before that was the Delta Force
extracted him. All because for Havana
Maduro survival was not ideological. It
was existential. Lose Maduro and you
lose oil leverage time. That is why Cuba
will not simply fade quietly into the
background as the fallout from Trump's
Venezuelan operation only intensifies.
Indeed, at the time of recording this
video, it's become apparent that over 30
Cubans were killed in the operation.
Most of them people assume to be part
security forces or those that were
working intelligence associated with the
government. That's why it took slightly
longer and there has been a slightly
higher casualty rate than was expected
purely because the Cumans were
instrumental in ensuring Maduro's
protection. But also one wonders why the
Cubans for all their louding around
their capacity for intelligence didn't
see this coming from the Americans. Now
to frame this differently when it comes
to Cuba it can be tempting and possibly
politically convenient to put all the
blame on the US for Cuba's hardships.
Now that is not to say that what the
Trump administration has done over
Venezuela sets an incredibly dangerous
precedent and how it will encourage
other nation states to behave. The point
is the current situation in Cuba is as
much structurally and self-inflicted as
it is a result of America's actions over
Venezuela. You see, the revolution
expropriated wealth. The Cuban state
crushed independent enterprise and the
economy became so dependent first on the
Soviet Union, but then of course
Venezuela. For example, when global oil
prices collapsed in 2014, Venezuelan
support began to fade. Cuba's decline
accelerated, only slightly alleviated by
improvements with the United States
relations after Obama opened them up in
2015. The current pressure campaign and
subsequent actions in Venezuela by the
US therefore did not purely create this
crisis. It just simply exposed it.
Pressure or actions militarily are not
cost-free. And this is where the
Venezuelan operation does matter. In the
aftermath of absolute resolve, US
officials have begun speaking much more
openly about this idea of complete
regional reshape. Marco Rubio has
described the Cuban government as a huge
problem when asked directly whether
Havana could be next. That remark was of
course not offhand and its deliberate
signaling perhaps even trolling by the
Trump administration. It tells us
Washington no longer sees Cuba as a
frozen relic to be managed, but as an
unresolved strategic liability, even
closer to home, and one that props up
adversal regimes, hosts hostile
intelligence activity, and well, yeah,
it's only 90 mi from Florida. That's the
uncomfortable reality. Moving, removing
authoritarian leaders is often not the
hardest part. It's the morning after. In
Venezuela, there is at least an
organized opposition or so they say with
electoral legitimacy and enormous
natural resource wealth which depending
upon how the political establishment
goes, you may well see improve. But even
then, any transition will require
international financial support to
stabilize the economy and meet
humanitarian needs. Cuba is a whole
different kettle of fish. There is no
living memory of democracy. Civil
society was dismantled. Institutions
barely function. The economy produces
almost no hard currency. This regime
survives not because it governs
effectively, but because it controls
security, suppresses descent, and relies
on these external lifelines that no
longer exist. What has changed after
Operation Absolute Resolve is not just
Venezuela's position. It's Washington's
posture. Senior officials are talking
about the ability to administer
Venezuela. But is that the case in Cuba
or would it become almost like a
situation with Puerto Rico where the
United States has to take care of a
situation which is increasingly
unsustainable? Speaking of Mara Lago,
Trump has described Cuba as a very bad
failing nation and said it was something
the administration would end up talking
about or enacting of it. He's not framed
the issue on ideological terms, but in
humanitarian and political ones, helping
the Cuban people and those who were
forced into exile, but given what his
priorities are in Venezuela, that does
fall on death is of course Havana. This
triggers historical memory. The United
States occupied the island twice in the
20th century. And after Fidel Castro's
revolution, Washington backed multiple
attempts to overthrow the regime. Of
course, the most infamous bear of pigs
that failed. And that history matters
because what happened in Venezuela has
revived something the Cuban leadership
hoped was gone for good. The sense that
regime change in the Caribbean is no
longer possible. The response from
Havana reflects that fear bluntly.
President Muel Diaz Canel has denounced
the US operation in Venezuela as
unacceptable, vulgar, and barbarian
kidnapping, calling it a state of
terrorism. The language is absolutely to
them proportionate to the actions and
opinions are never going to be uniform.
It's pretty clear there is a lot of
ambiguity about how Venezuelans feel a
difference between the diaspora and
those who necessarily live in Venezuela
itself. So that will likely be the case
with Cubans. Cuba could be next, not
because Washington wants another
military operation, but because the
regime is economically exhausted,
strategically exposed, and losing any
external support that has kept it alive,
forcing the United States to act because
the immigration, the refugee flows will
mean the United States is on the
receiving end of something it didn't
want. But then it gets stuck. It gets
bogged down in a country that doesn't
have any remnants of in of institutional
framework of infrastructure and
therefore it becomes a Caribbean version
of a nation building exercise a quagmire
that could be Trump's biggest mistake.
Is there a plan for the day after, which
is something they didn't consider in the
cases of Afghanistan or Iraq? In the
Caribbean right now, history is
accelerating and the cost of getting
this wrong will be measured on Trump's
decision-m, not purely his rhetoric. But
that's it from me everyone. Let me know
in the comments below what you think
about this particular angle. A lot of
emphasis on who is next. Is it going to
be Greenland? Is it going to be Cuba? Is
it going to be Iran? None of them are
exactly the same. But if anything is
going to look most sort of similar in
terms of a military kinetic form of
action, Cuba does seem to be the most
likely and also the most vulnerable and
also the one that will potentially be
the biggest risk for America. Subscribe
and check out the links in the
description if you want to see more of
my work on Substack or support me
further. We'll see you all next time.
[Music]
Ask follow-up questions or revisit key timestamps.
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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