Why NOTHING About Maduro's Kidnapping Makes Sense
1315 segments
In the very early morning hours over the
night of the 3rd of January, an
absolutely earthshattering development
took place in Venezuela that captured
headlines around the world. The US
military began bombarding targets across
the country while US special forces
launched a rapid late night raid into
the country, seized their sitting
president, Nicholas Maduro, along with
his wife, Celia Flores, and then just
loaded them both up onto a helicopter
and flew them out of the country on a
journey that eventually ended with them
both in New York City. just a few hours
later, facing criminal charges in
American courts. One country effectively
kidnapping the sitting head of state of
another country like this in an
explosive military raid is utterly
unprecedented. And there are a million
different questions around the operation
floating around right now. Why did Trump
order the mission in the first place?
Why did the operation go so well for the
Americans and so disastrously for
Maduro? What's going to happen next? Is
the US military involvement in Venezuela
going to escalate further? And what does
it all mean for America, Venezuela, and
the rest of the world beyond? I'm going
to do my best to answer as many
questions around this operation here as
possible. So, let's start with how the
actual raid itself went and why it was
so absurdly successful from a tactical
perspective for the Americans. Many
months worth of planning, preparation,
and escalation took place before the
raid was launched. Beginning in August
of 2025, the US military began
conducting an overt naval buildup in the
Caribbean Sea that steadily developed
into the largest concentration of US
military assets anywhere in Latin
America since the end of the Cold War.
Eventually, the Navy and Marines
concentrated in the area with an
amphibious ready group centered around
the USS Eoima, an amphibious assault
ship, and a carrier strike group
centered around the USS Gerald R. Ford,
an ultraodern nuclearpowered aircraft
carrier along with all of their
accompanying escort vessels totaling
around 11,000 sailors and marines and
nearly a 100 aircraft. While additional
aircraft like advanced F-35 fighter jets
and B1 bombers were increasingly forward
deployed air bases in Puerto Rico and
the US Virgin Islands nearby. Initially,
the Trump administration publicly
claimed that this entire military
buildup was intended solely to counter
drugs and narcotics trafficking into the
US. And beginning in September, they
began an air strike campaign against
boats in international waters that they
claimed were smuggling drugs. Between
then and the start of the raid around 4
months later, at least 35 known strikes
on various boats and other targets in
this campaign were carried out that
killed at least 115 confirmed people.
Then in December, the pressure continued
escalating when Trump declared that the
flotilla would begin enforcing a
blockade on Venezuela's oil exports that
were being fed by blacklisted tankers,
which resulted in the Americans boarding
and seizing one of these blacklisted oil
tankers off the coast of Venezuela on
the 10th of December. At around the same
time, the Trump administration labeled
Maduro as the head of a foreign
terrorist organization. And in late
December, the CIA conducted a drone
strike on a remote port facility on the
Venezuelan coast itself that they allege
was being used by the Trenaragua cartel
to store drones at before moving them on
a boats for shipping. Although nobody
was present at the facility at the time
of the drone strike and no casualties
were reported, it notably marked the
first known time that the US military
directly attacked Venezuelan territory
itself. And it was a clear message to
Maduro of what might be in store for him
soon as well. And all the while, the
Trump administration was pursuing their
real objective of removing Maduro from
power in Venezuela with a plan A and a
plan B. Plan A, they hoped, was that
their increasing pressure on Venezuela
through the military buildup, the
strikes on boats and ports and the
blockade would all convince Maduro that
his personal situation was hopeless and
compel him to step down from office and
surrender voluntarily. And all the
while, in case he didn't, plan B was
always to launch the special forces raid
to seize him through force instead.
Behind the overt military deployments
and escalation that was going on in the
Caribbean, the US was also
simultaneously pursuing a deep covert
operation behind the scenes as well. In
order to make the option for a raid as
highly likely to succeed as possible in
August, at around the same time as the
naval buildup began, the CIA managed to
quietly insert a small team within
Venezuela that was able to gain
extraordinary access to Maduro himself.
One source speaking anonymously to CNN
after the raid reported that the CIA had
managed to secure the cooperation of at
least one significant individual within
the Venezuelan government itself who
aided with tracking Maduro's location
and movements. Through months of
methodical studying, the CIA was able to
acquire accurate intelligence on
Maduro's travel patterns, where and how
he moved around, where he slept, what he
ate, what he wore, and even what his
pets were. All of this enabled the CIA
to pinpoint the exact location the
Maduro would be at on the ultimate night
of the raid. The Fort Tuna military base
just to the south of central Caracus,
Venezuela's capital, a sprawling
military complex and fortress built into
the side of the mountains for defense.
The CIA's intelligence gathering
operation was so insidious and
successful that they even managed to
acquire detailed knowledge about the
internal structure of Maduro's own safe
house where he stayed at within Fort
Tuna. This enabled the US Army's Delta
Force, the branch of the special forces
that would ultimately be tasked with
carrying the raid out, to reconstruct a
perfect one to one replica of Maduro's
safe house that they were able to
practice and practice and practice
storming repeatedly until they had the
whole operation down to precise memory.
in a similar manner to how the Navy
Seals were able to build an exact
replica of Osama bin Laden's safe house
that was also based on CIA intelligence
in the leadup to the raid that killed
him back in 2011. By late December after
Christmas, the Trump administration
apparently concluded that after months
of trying to build pressure on Maduro,
plan A wasn't working and he wasn't
going anywhere without force. On the
29th of December, Trump himself
reportedly gave the green light to plan
B instead, and the preparations for the
raid rapidly began being set in motion.
But for days, the launch of the raid
would be consistently delayed due to
unfavorable cloudy weather conditions in
the area around Caracus. That would make
the jobs of the helicopter pilots flying
in the Delta Force extraction team
exceptionally challenging. Finally, on
the night of the 2nd of January, the
weather broke just enough to clear a
possible path for the helicopters to
take. And so, at 10:46 p.m. Eastern
Standard Time that night, Trump gave the
order to launch. And so, the pieces
immediately began being set in motion
for what would become Operation Absolute
Resolve. Trump himself would watch the
following events unfold live from his
personal residence in Mara Lago,
Florida, rather than in the White
House's situation room, along with a
handful of key aids like the Secretary
of State, Marco Rubio, and the CIA
director, John Ratcliffe. Extremely
specialized Chinuk stealth helicopters
with the Delta Force extraction team on
board took off from the USS Euima and
flew low only about a 100 ft above the
surface of the sea in order to avoid
detection on Venezuelan radar systems
skimming their way toward Caracus. The
helicopters themselves belong to the
160th Special Operations Aviation
Regiment, alternatively known as the
Night Stalkers. Simultaneously, the US
committed around 150 additional
aircraft, including F-18, F-22, and F-35
fighters, B1 bombers, and Reaper drones
to provide support and cover for the
extraction team. These aircraft departed
from around 20 different American bases
at different times from across the US
mainland and Puerto Rico and then
converged together near Caracus just as
the helicopters were approaching the
coast. In order to clear the path for
the helicopters towards the Fortuna
complex where they knew Maduro was
located, the jets and drones conducted
an overwhelming aerial bombardment
against key air defense systems and
other military targets across Caracus,
as well as at this port, which is
Caracus' key conduit to the sea and this
airport nearby to the east. As the
strikes began pounding their targets,
American cider warfare specialists were
also capable of shutting off large
sections of Caracus' power grid as well,
using undisclosed capabilities, plunging
much of the city into darkness and
adding to the cover for the helicopters.
With most of Venezuela's relative air
defense systems around Caracus
apparently knocked off line by the air
strikes, the helicopters crossed over
into Venezuelan airspace and hugged the
mountainous terrain around Caracus to
further conceal their path before they
ultimately arrived at the Fort Tuna
complex in Maduro safe house at 10:01
a.m. Eastern Standard Time. Just a
little over 2 hours after Trump had
initially given the order to go.
Immediately upon their arrival at the
Fort Tuna complex, the American
helicopters began receiving small arms
fire from the Venezuelan security and
hired Cuban security forces on the
ground and there was a major gunfight as
the American forces returned fire. One
of the helicopters was apparently struck
by the gunfire and lightly damaged but
was still capable of flying. The heavily
armed Delta Force extraction team then
descended on a Maduro safe house itself,
which they had tirelessly rehearsed
doing countless times beforehand on
their exact replica of the place. They
even brought along blow torches with
them in case Maduro managed to escape
into his panic room, which they knew
existed and were prepared to pry open.
Trump apparently had authorized the team
to kill Maduro if he resisted the
extraction too heavily, but it
ultimately didn't come to that. Delta
Force swiftly broke into Maduro's
personal quarters where he reportedly
panicked and attempted to flee towards
his panic room as was expected before
the Delta Force was able to tackle and
apprehend him before he could get the
heavy steel door to the panic room shut.
In the end, the Delta Force apprehended
both Maduro and his wife, Celia Flores,
loaded them both back up onto one of
their helicopters, and immediately
departed in the dead of the night under
overhead coverage and suppressive fire
by the fighter jets and Reaper drones
that were still patrolling above. as
they flew out of the country with the
president on board. Multiple other
engagements with Venezuelan and Cuban
security forces were reported, but they
were ultimately powerless to stop them.
Within just 2 hours and 20 minutes of
having launched the operation, it was
all already over, and the helicopters
were all safely back on board the USS
Emojima, where they had initially
departed from, plus their two additional
new guests, the Venezuelan president and
his wife. From there, the pair were
quickly taken by air to the Guantanamo
Bay Naval Base that the US controls in
Cuba, where a jet was waiting for them
that immediately took them further to
the Steuart Air National Guard base just
north of New York City. By that evening,
Maduro was in the DEA's headquarters in
Manhattan. And moments later, he and his
wife were placed in a cells at the
Metropolitan Detention Center in
Brooklyn, where they are now expected to
be held until their first court
appearances. Satellite images captured
before and after the raid over the Fort
Tuna military complex show the scale of
the damage that was inflicted. Here in
these sets of images captured before and
after, you can see massive damage that
was inflicted by the air strikes on two
different sets of buildings. One set in
the left of the image and another set in
the right of the image. Further away at
the entrance to the Fortuna complex,
satellite imagery has also captured the
destruction of the guard house in the
security gate that was at the entrance,
which was apparently struck by a missile
during the raid. Throughout the course
of the raid, there were multiple
casualties. So far, Venezuela's reported
that 24 of their own security personnel
were killed by the American forces
during the course of the raid, while the
Cuban government has reported that 32 of
their separate security personnel who
were defending Maduro as his personal
bodyguards were also killed during the
raid, totaling up to 56 Venezuelan and
Cuban security personnel who were
collectively killed, in addition to at
least 24 civilians around Caracus who
were also killed in the process. On the
American side, not a single soldier who
participated in the raid was killed,
though six were reportedly injured in
the helicopter that took small arms
fire, though none were critical or
life-threatening injuries. With zero
fatalities and zero loss of equipment on
the American side, 56 inflicted
fatalities on the Venezuelan and Cuban
security personnel, and the successful
capture of Venezuela's sitting
president, the entire operation was an
astronomical success for the US military
from a tactical perspective. But whether
or not it'll ultimately turn into an
actual strategic victory for the US
still remains to be seen. And there are
many, many long-term strategic problems
and consequences concerning just about
everything about it. From around the
world and within the US, there has been
a sharp difference in reactions to the
raid that have roughly followed along
ideological and political lines. The
Trump administration deliberately
withheld knowledge of the raid from the
US Congress until it had already been
launched and never secured any
congressional approval for it, which has
especially sparked anger among the
Democrats in Congress. After the raid
had happened, the Trump administration
asserted that they never informed or
consulted Congress ahead of time due to
fears that doing so would result in
leaks that would have undermined the
element of surprise and compromised the
mission. Nonetheless, it appears that
some leaks happened anyway. Very
suspiciously, just one week before the
launch of the raid, a brand new
anonymous account was created on the
online betting market Poly Market that
placed tens of thousands of dollars
worth of bets on the platform that
Madura would be out of office by the end
of January. Following the conclusion of
the raid just a few days later, these
bets netted the anonymous account more
than $49,000
in profits, which has led to a lot of
speculation that whoever placed the bets
was someone from within the
administration who possessed insider
knowledge. The leadership of Argentina,
Ecuador, Ukraine, and Israel have put
forward statements in support of
America's actions, while the leadership
of countries like Panama, Canada, the
UK, France, Germany, and the EU have put
forward more neutral sounding
statements. Many other countries have
sharply condemned America's seizure of
Maduro, including other Latin American
countries with current left-wing
governments in power like Cuba, Mexico,
Colombia, and Brazil. In addition to
other countries from around the world
like Spain, South Africa, Iran, and
notably, Russia, and China, a statement
released by the Russian Ministry of
Foreign Affairs concerning the raid is
perhaps the most ironic statement that
anyone will release all this year. It
reads, "The United States committed an
act of armed aggression against
Venezuela. This development gives rise
to deep concern and warrants
condemnation. The pretext used to
justify these actions are untenable,
which basically reads like a burglar
who's upset that another burglar broke
into a different house. During the
opening days of the Russian invasion of
Ukraine in February of 2022, the Russian
military attempted a strikingly similar
operation to abduct the president of
Ukraine, that went disastrously wrong by
comparison. Russian special forces
infiltrated the Ukrainian capital with
direct orders to seize President
Zilinski while elite Russian airborne
units aboard helicopters stormed the
nearby hostel airport to reinforce them
and facilitate Zilinsk's extraction.
Instead, it ended up turning into a
bloodbath for the Russians with hundreds
of their most elite paratroopers getting
killed and multiple shot down
helicopters before they gave up without
securing any of their objectives.
showing that these kinds of helicopter
extraction missions are significantly
more difficult and high risk than the
Americans make them appear. Russia's
condemnation of what America just did in
Venezuela when they themselves tried and
failed at doing the exact same thing
just 4 years previously in Ukraine rings
as especially hollow. The Russians are
upset at the removal of Maduro from
power because he was historically one of
their biggest arms clients. Since the
mid200s, the Venezuelans under Chavez
and later Maduro purchased more than $20
billion worth of military equipment from
Russia. With any further purchases now a
pretty open question, especially after
all of the Russian air defense systems
that the Venezuelans purchased
effectively did nothing to stop the
Americans from seizing their president.
It is also yet another deeply
embarrassing blow to Russia's image as a
supposed global great power. Ever since
Russia started getting ridiculously
bogged down fighting their war in
Ukraine, they've been unable to commit
serious resources abroad and their
foreign allies that they used to prop up
and support have been dropping like
flies. Armenia, their CSTTO ally in the
south Cauasus repeatedly lost wars to
Azarbaijan and had a suffer through
witnessing the complete collapse of
Nagoro Carabach. The Bashar al-Assad
regime in Syria completely collapsed at
the end of 2024.
And now Maduro has been removed from
power in Venezuela, which only further
reinforces this perception that Russia
is simply incapable of protecting their
friends right now. China's reaction to
the raid, like many others, has been
very strongly negative. A spokesperson
for the Chinese Ministry of Foreign
Affairs wrote on X that China is deeply
shocked by and strongly condemns the
US's blatant use of force against a
sovereign state in action against its
president. Such a hegemonic acts of the
US seriously violate international law
and Venezuela's sovereignty and
threatened peace and security in Latin
America and the Caribbean region.
Notably, just hours before the raid
seized Maduro from his residence, he was
busy meeting with top Chinese diplomats
who were still present in Caracus at the
time when the bombings and helicopter
assault started. No doubt adding to
China's sense of indignation at the
whole thing. There were some analysts
who had begun arguing that America's
raid and capture of Aduro, a leader of a
nation they didn't like, will set a
dangerous precedent for both Russia and
China to follow in Ukraine and Taiwan.
But I personally don't really think so.
Like I already said, Russia already set
this precedent themselves in 2022 when
they blatantly tried to abduct the
president of Ukraine in the opening
shots of the Ukraine invasion. They were
just bad at it and failed. The possible
precedent it sets for China is more
interesting, but still flawed. The way
that China frames the Taiwan issue and
the way that America is trying to frame
the Venezuela issue in many ways are
remarkably similar. Since China claims
Taiwan as one of its own provinces that
regards as being in rebellion, Beijing
asserts that the Taiwan issue is an
issue of domestic sovereignty and that
any outside intervention into its own
domestic affairs, like an assault on one
of their own provinces to restore
border, is illegitimate. In a similar
fashion, the Trump administration has
asserted that the operation to remove
Maduro had nothing to actually do with
regime change, but was simply a matter
of domestic law enforcement instead.
Executing an arrest warrant against an
individual who just happened to be the
sitting president of a foreign country.
The irony here, of course, is that the
Trump administration claims that their
raid to remove Maduro was just a
domestic issue, while they
simultaneously reject Beijing's
narrative of Taiwan just being a
domestic issue as well. Using a similar
argument, China could conceivably assert
that a move on Taiwan is simply a law
enforcement operation to apprehend the
island's renegade leader, currently Ling
T, whom Beijing similarly does not
recognize as the island's legitimate
leader. However, Taiwan is also nearly
without a doubt a much harder place to
target than Venezuela was. Taiwanese
forces possess significantly more
competent and well-funded armed services
than Venezuela with dramatically more
advanced modern air defense systems that
are provided by the US. In order to pull
off a raid similar to what the Americans
just did in Venezuela, China would have
to strike hundreds of targets in Taiwan
in order to clear a path rather than the
dozens in Venezuela. And by that point,
that would already basically be a
full-scale war. Venezuela under Maduro
was also without a doubt the most
geopolitically aligned country to China
in the Western Hemisphere as well. China
was one of the very few countries that
was willing to openly defy US sanctions
on Venezuela and trade with them for
oil. Although the relationship has been
a very lopsided one in China's favor.
Only 5% of China's total oil imports
were coming in from Venezuela. While
China alone accounted for an
overwhelming 80% of Venezuela's oil
exports, meaning that China was a lot
more important to Venezuela as a buyer
than Venezuela was to China as a seller.
If the US government manages to fully
take control of the Venezuelan oil
industry now that Maduro is out of the
picture, China might lose out on what
historically had represented 5% of their
oil imports, which isn't insignificant,
but they'll also have fairly easy
options to replace the loss. China had
begun to rely more on Russia for
increased oil imports to fill in the
gap, which ironically might just end up
pushing Beijing and Moscow ever closer
together. And this gets us into the
many, many problems relating to the raid
and what comes next. All this time
later, the Trump administration has
still not put forward a clear or even
sound strategic reason for having
launched the raid in the first place.
Officially speaking, the
administration's stated justification
for the raid was to arrest Maduro on
charters of alleged drug trafficking and
narco terrorism. Trump himself has
repeatedly claimed the Maduro was
supposedly responsible for smuggling
gigantic amounts of narcotics into the
US, but the facts compiled and put
forward so far don't really support this
argument. According to US Drug
Enforcement data recently compiled by
the Congressional Research Service, only
a minuscule amount of the fentinyl,
cocaine, methamphetamine, and heroin
that finds its way into the US
originates from Venezuela. The report
found that more than 85% of the heroin
that enters the US originates from
Mexico. Virtually zero fentinyl is
produced in Venezuela at all, while the
vast majority of cocaine that enters the
US originates from Colombia still with
Venezuela being primarily used only as a
trans shipment point rather than as a
major supplier and producer in its own
right. Moreover, many many analysts have
questioned whether or not the so-called
cartel of the Suns, the alleged drug
trafficking cartel that the Trump
administration asserts Maduro is the
leader of, even exists at all. Without
further actions against where most of
the drugs entering the US are actually
coming from, like Mexico and Colombia,
removing Maduro alone will do very
little to actually put a dent in
America's drug problem. So, if it wasn't
actually about drugs like the
administration has consistently tried to
claim, what was it really all about?
Some have argued, of course, that it was
supposedly actually about regime change
and restoring the democracy in Venezuela
that used to exist prior to the rise of
Hugo Chavez and the Chaveismo Socialist
regime in the late 1990s. But then in a
news conference that Trump gave the
afternoon after the raid, he appeared to
downplay the regime change and restoring
democracy to Venezuela were actual
objectives or even concerns of his. He
asserted during this conference that the
United States was going to temporarily
run Venezuela now until it was deemed
appropriate to hand over in a
transition. During the same conference,
Trump hardly even mentioned the popular
Venezuelan Democratic opposition at all.
When PointBlank asked if he would
support the primary opposition leader
becoming president next, Maria Karina
Machado, Trump bluntly responded that he
didn't believe she had either the
necessary support or the respect within
the country to pull it off. During the
last presidential election in Venezuela
in July of 2024, Maduro banned Machado
from being able to run against him out
of fear of her popularity and the odds
of her being able to win. Machado and
her party then put forward and Mundo
Gonzalez to run against Maduro instead,
who by virtually all independent tallies
probably managed to decisively win the
2024 election with close to 70% of the
total vote, which was also indirectly a
vote for Machado. Maduro ultimately
refused to release the government's own
records of the election data, claimed
that he won instead, and then stole the
election and repressed everyone who
protested against it, sending both
Machado and Gonzalez into exile abroad.
So there was initially this belief that
the raid to remove Maduro was designed
to install this waiting opposition
government in exile and a power in
Venezuela. But Trump has consistently
downplayed that this is actually his
intention ever since the raid. Instead,
Trump has seemingly welcomed the
continuation of power in Venezuela by
the same greater Shabbismo regime. With
Maduro's former vice president, Deli
Rodriguez having since been formerly
sworn in as Venezuela's interim
president. The Trump administration has
claimed that behind the scenes,
Rodriguez is now fully cooperating with
all of the US's demands, despite her
public condemnations and defiant
speeches urging Venezuelans to take to
the streets to protest the seizure of
Maduro. It is likely that the Trump
administration has calculated that
forcing full-blown regime change on a
Venezuela by installing the Democratic
opposition would result in more chaos
than it would probably be worth. likely
fearful of the prior legacies of
America's disastrous regime change
operations in Iraq and Afghanistan. Far
easier, the administration probably
believes to just remove Maduro through
force and threatened that they'll do it
again to pressure the new leaders of the
regime into doing their bidding. There
are even some rumors that Rodriguez
potentially even collaborated with
Washington ahead of the raid, both in
order to remove Maduro from the way of
power and in exchange for an
understanding from Washington to keep
the overall regime in place without him.
What the Trump administration really
appears most interested in in Venezuela
is the country's enormous oil reserves,
the largest of any country on the
planet, even more than Saudi Arabia.
During his press conference hours after
the raid, Trump himself mentioned oil no
less than two dozen times. And he
specifically asserted that the US would
now be running Venezuela to extract its
oil wealth in order to compensate
American firms for losses they incurred
during prior nationalizations of the
country's oil industry in the 1970s and
the 2000s. Back in 2007, Maduro's
predecessor, Hugo Chavez, seized all of
the assets in Venezuela that belonged to
both Exxon and Konico Phillips after
they refused to renegotiate with them
over renewed ownership structures on
their operations in the country. Since
then, both companies and other Western
energy companies have filed a combined
$60 billion worth of outstanding claims
against the Venezuelan government for
the seizure of these assets in both
American and international courts, which
continue to remain outstanding and
unpaid, and which Trump is now demanding
the regime without Maduro repay, which
is probably not really even possible for
reasons that I'll get into later.
Additionally, Trump has declared that
another of his objectives is to revamp
Venezuela's oil production, which used
to be among the highest rates of
production in the world. Back in the mid
1990s, before the rise of the Chabismo
regime, Venezuela was producing about 3
12 million barrels of oil per day. But
since then, Venezuelan production has
cratered over the years due to a
combination of gross mismanagement, long
deferred maintenance, decades of brain
drain of experienced technicians, and
international sanctions down to just a
little over 800,000 barrels per day. A
mere fraction of its historical
potential, and less than 1% of the
global supply currently. Trump has
repeatedly stated that he will make it
so that major American oil companies
like Exxon, Kico Phillips, and Chevron
can go in and invest billions of dollars
into the country's decrepit oil industry
to get it all back up and running again
for the mutual benefit of both Venezuela
and the US alike. With the increased
production and revenues in his mind,
serving both to help rebuild Venezuelan
society and repay the American energy
companies billions of dollars worth of
lost property. But actually doing that
is going to be way way way harder than
Trump may believe. And it doesn't really
make any sense as a justification for
the raid that took out Maduro either.
It's been estimated by Kepler, a data
firm, that merely getting Venezuela back
to the level of oil production that it
had back in the late 2010s before the
major US sanctions began to bite,
roughly 1.5 million barrels per day,
would require a capital injection of
around 10 billion to pull off and would
take 2 to 3 years to accomplish, pushing
the accomplishment near the end of
Trump's term in office. In order to then
go further and restore Venezuela's oil
production back to anywhere close it was
during its heyday before Maduro entered
into office. Another energy consultancy
called Ryad Energy has estimated that it
would require an absolutely colossal
investment of $110 billion to
accomplish. And it would take as long as
an entire decade to actually pull it
off, which is notably double the amount
of capital that all of the American oil
majors invested combined globally in
2024.
And even with all of that time and
capital invested in a Venezuela, it
would only manage to get the country
back up to a production rate of about
2.5 million barrels of oil per day,
which is only about half of the oil that
Texas alone is currently producing right
now. The enormous scope of this
operation that's required to rebuild
Venezuela's trashed oil industry
fundamentally requires long-term
stability and security in the country
along with a certainty that the
government will actually honor their
contracts and not expropriate the
foreign company's investments and
assets. Again, none of which are
conditions that currently actually
exist, especially with the overall
chioismo regime ultimately seeming to
still remain in place even without
Maduro at the helm of it.
Understandably, literally none of the
major US energy majors have so far
expressed any serious interest in
actually increasing their investments
into Venezuela's oil sector. While
Exxon's leadership has even reportedly
told the Trump administration after the
raid that they still view Venezuela as
being completely uninvestable. Anyway,
another major problem is that the nature
of Venezuela's oil, which is very heavy,
sour, and full of impurities, makes it
more expensive, and technically complex
than other kinds of lighter oils to
extract. Most of Venezuela's skilled oil
technicians have fled the country over
the past decade plus of history. Meaning
that to make all of this work, the
foreign energy companies would also have
to inject a huge amount of human capital
into Venezuela in addition to all of
their huge amounts of financial capital.
Worse still, because of how expensive it
is to drill Venezuelan oil, the price
per barrel that's considered the break
even rate for Venezuelan oil production
is greater than $80 according to Wood
McKenzie, another energy consultancy.
And currently, because there is a
gigantic glut of oil that's currently on
the market with more supply than there
is demand, the price per barrel has been
hovering at only around $50 instead.
Well, well below the possible break even
point in Venezuela, meaning that oil
projects there would currently be
operating at a net loss until prices
increase again at some uncertain point
in the future. And all of this
understandably makes US energy majors
even less incentivized to actually
invest any of their meaningful capital
or time into Venezuela. The project is
extremely expensive. It's extremely
risky and it's very volatile with the
Shizmo regime ultimately still in power.
And it's also highly likely to be
unprofitable for years to come. What a
proposition to offer. And all the more
puzzling when the US already produces
more oil than any other country in the
world right now, while Next Door, Guyana
has abundant oil reserves of their own
that are far easier and cheaper to
extract in a much more politically
stable environment than in Venezuela.
Even if the production could end up
becoming revitalized, the more that the
Trump administration diverts the razor
thin profit margins towards America, the
less there will be left over for
rebuilding and redeveloping Venezuelan
society, which will probably lead to
resentment at the regime's collaboration
with America and diminish its popularity
and increasing the odds of a coup
happening that undo the whole process.
Unless America reintervenes with force
through the military again. The price of
oil is also already so low because of
this global glut of supply that it's
near the dangerous tipover point where
it will even become unprofitable for
most domestic US oil producers too.
Adding even more supply onto the global
market from Venezuela to the tune of
potentially nearly 1 to two million
barrels more per day would push down the
price even further, probably harming
America's own oil producers in the
process. Assuming in a fantasy land that
the US actually could manage to get
Venezuela's oil production levels back
to where they historically were before
Maduro, it would also pose a significant
threat to Canada and their oil export
market that largely comes out of the
Alberta oil sands. Many of the heavyduty
oil refineries on the US Gulf Coast were
initially built to handle processing
Venezuela's superheavy crude, which
after relations between the US and
Venezuela cratered after the rise of
Chabismo, were retoled to handle
Canada's superheavy crude from Alberta
instead. If the US managed to get
significant imports of oil to these
refineries coming back in from Venezuela
again, it would give the Americans
leverage to force down the price of
Canadian oil in the US market, which
would pose a long-term threat to
Canada's and Alberta's economies since
they currently rely so heavily on oil
exports exclusively to the US market.
All of this could provide Canada with a
further emphasis to diversify their
customers with a new oil pipeline that
they've already started constructing
from Alberta to the coast of British
Columbia that is increasingly becoming a
vital project for securing Canada's own
financial sovereignty. A true irony of
the whole Maduro raid, if it ends up
actually resulting in America taking
over and revitalizing the Venezuelan oil
industry, is that it could end up
pushing Canada and China closer together
instead, since it would probably mean
cutting out Venezuela's oil supply from
China and America's oil purchases from
Canada, meaning that it would become
logical for Canada and China to simply
reconfigure their own relationship,
pivoting Canadian oil exports to China
instead. So most of the oil argument
that the Trump administration is making
for ousting Maduro also doesn't really
make much sense when you really start
digging into it. The only element of the
oil argument that might make sense is
how it relates to Cuba. The communist
regime in Cuba and the Shabbismo regime
in Venezuela have been closely aligned
since the days of Chavez and continued
throughout the Maduro years. For many
years, Venezuela provided Cuba with
cheap, below market oil supplies in
exchange for Cuban military and
intelligence cooperation and medical
expertise. But with Maduro now out of
the picture, Trump has been clear that
another one of his demands of the new
leadership in Venezuela is to sever the
remaining oil supply to Cuba, which
without a joke is potentially an
existential threat to the Communist
Party of Cuba that is already facing
massive energy shortages on the island
that are resulting in frequent rolling
blackouts. If they can't manage to
acquire new supplies of oil from
somewhere else besides Venezuela, they
stand to possibly start literally
running out of it. Regardless of the
justifications and the grand strategy
involved with removing Maduro, none of
which really quite makes a lot of sense,
the Trump administration has clarified
that it does not intend for the US to
control the Venezuelan government
directly, but indirectly through
continued threats to Rodriguez that a
similar fate as Maduro could befall her
if she doesn't fall in line with
America's demands. Considering that the
demands are limited in nature, involving
access to the country's oil resources
rather than regime change, or even
rather than a moderating of the regime's
repression, it's probably more likely
than not that Venezuela under Rodriguez
and the continuation of Chabismo
actually cooperates. That isn't to say
that it's absolutely a certainty.
However, there's always a risk within
the Shabbismo regime that influential
and ambitious hardliners such as Dostado
Cabo, the interior minister who wields
significant influence over the country's
paramilitary force called the
collectivos and who is widely now seen
as the second most powerful figure in
the country after Rodriguez might
eventually take offense at the new
cooperation with Washington and consider
a coup at which point the Venezuelan
army would have to choose which side to
back. Thus, there's certainly some
element of risk of infighting or even
civil war breaking out in the country
over this issue in the coming months as
evidenced a couple of nights after the
raid when gunfire erupted across the
presidential palace in Caracus that was
captured by multiple videos and which
led to a lot of speculation that a coup
had already started. But that ultimately
turned out to have just been nervous
security units firing in the air at one
of their own drones that they mistakenly
identified as an enemy aircraft. If
Rodriguez doesn't fall in line with the
demands that the Trump administration
expects or an internal conflict erupts
and the country descends into a power
struggle, the US may find itself in the
position of having to increase its
military involvement in Venezuela
further, which is broadly unpopular with
the American public right now, to say
the least. Perhaps most tellingly into
the beliefs that went into the Maduro
raid is the Trump administration's own
release of their national security
strategy, which they published only a
few weeks before the launch of the raid.
In it, the strategy calls for placing
the priority of the Western Hemisphere
over all the other regions in the world.
Well, it specifically outlines a
so-called Trump correlary to the
historical Monroe Doctrine, which
promises to shut out extra hemispheric
powers like China by denying them quote
the ability to position forces or other
threatening capabilities or to own or
control strategically vital assets in
our hemisphere end quote. Further on,
the strategy also rather threateningly
reads that the US wants quote nations to
see us as their partner of first choice
and will through various means
discourage their collaboration with
others end quote. seen in the light of
Maduro in Venezuela's historically close
relationship with China over the past
decade. The raid to capture him serves
another goal of delivering a very overt
warning to China and Russia to stay out
of the Western Hemisphere and that the
hemisphere is exclusively within
America's own self-declared sphere of
influence. It also sends a clear warning
to other regional governments across
Latin America that if they don't
cooperate with the US and drift too
close to China instead, their leaders
could also be next. In a way, it's also
a true return back to form for the
United States, who is long meddled in
the internal affairs of Latin America
with military interventions and
clandestine CIA and intelligence
operations to influence events in their
favor. In 1914, the US deployed troops
to occupy the Mexican port city of
Veraracruz in order to protect US
financial interests there. In 1954, the
CIA backed a coup that overthrew the
democratically elected government in
Guatemala that led to decades of brutal
civil war and chaos in the country. In
1961, President John F. Kennedy
orchestrated the Bay of Pigs fiasco in
Cuba, which helped escalate events
towards the Cuban Missile Crisis that
almost ended the world just a year
later. In 1973, the CIA backed another
coup in Chile against the democratically
elected socialist government of Salvador
Ayende, which resulted in the rise to
power of Austo Pedosha and his brutal
17-year long dictatorship in the
country. In the 1980s, the Reagan
administration heavily intervened in the
affairs of Nicaragua against the
socialist Sandinista government by
funding right-wing paramilitary death
squads that were known as the Contras
that culminated with the Iran Contra
scandal and which inflamed Nicaragua's
civil war. And in 1989, in the most
analogous comparison to the Maduro raid,
President George HW Bush ordered a
full-scale US military invasion of
Panama in order to seize and apprehend
Panama's then leader, Manuel Noriega, on
narcotics and drug smuggling charges.
After the end of the Cold War, the US
entered into a long period of seizing
their big military interventions in
Latin America that have been going on
almost continually for a century
beforehand. But in the new multi-olar
world that is seemingly emerging in the
2020s, the Maduro raid of Venezuela, the
new Trump national security strategy,
and the reinvation of the Monroe
Doctrine all herald the return back to
the historical norm in the relationship
between the US and Latin America, which
as it turns out had only been briefly
dormant throughout the 1990s, the 2000s,
and the 2010s.
While the raid that captured Maduro
turned out to be a textbook tactical
success for the Americans with no losses
in either lives or equipment, it nearly
didn't turn out that way. As new
information about the raid has continued
trickling out, we've since learned that
the pilot flying one of the helicopters
during the raid was struck in his leg by
three bullets fired by the Venezuelan
and Cuban security forces who were
guarding Maduro. The pilot managed to
survive his injuries and was only just
barely capable of pushing through to
continue piloting it all the way back to
safety again. Had the pilot not been as
incredibly skilled or the bullets struck
him in slightly different locations, the
entire operation could have turned out
disastrously different with a crashed
helicopter deep in hostile Venezuelan
territory and potential US soldier
deaths or even prisoners taken by the
Venezuelan government who could have
then been used as leverage. The raid was
a much closerun thing than many of us
were initially led to believe. And in
the worst case scenario, it could have
even developed into a situation like the
Blackhawk Down incident in Somalia in
1993. One of the most disastrous fiascos
in the modern history of the US military
that essentially went in the exact
opposite direction of the Maduro raid in
terms of outcome. Back then, the US
military similarly devised a plan to use
helicopters loaded up with special
forces to launch a rapid raid into the
heart of Movishu in order to seize two
highranking militants as prisoners and
immediately evacuate with them. Like the
Madura raid, this earlier helicopter
raid was intended to only last around an
hour as a rapid in-n-out exfiltration
mission. Instead, it turned into an
agonizing 17-hour long battle after
three of the American helicopters that
were participating in the raid were shot
down by militants on the ground. Two of
them deep within hostile territory,
surrounded by armed enemies that needed
to then be defended to the death. The
whole affair ended up resulting in the
highest number of deaths of American
servicemen during a single battle since
the Vietnam War and the capture of an
American soldier who was then able to be
used by the militants as negotiating
leverage. When the order was given to
launch the raid to capture Maduro in the
same kind of way, there was always a
possibility that it could have ended up
going in a similar direction. And so I
think that understanding the Black Opal
incident as well is a major lesson in
what can also happen during these kind
of high-risk operations when considering
more of them in the future when they
don't end up going exactly as according
to plan. And so I made an entire new
documentary analyzing the hourby-hour
moments that took place during the
Blackhawk Down incident in a brand new
episode in my modern conflict series,
which takes deeper dives in a modern
wars, battles, and operations. But
because of the inherently violent and
controversial details surrounding the
Blackhawk Down incident, including
details and depictions of excessive
violence and terrorism throughout a
17-hour long battle, my documentary
analyzing the whole course of events
would never work on YouTube because it
would instantly become demonetized and
age restricted, which means the
YouTube's algorithm that's based around
showing you ads would never actually be
incentivized to show the video to you or
to promote it. I deal with very large
numbers of my videos on YouTube getting
demonetized and age restricted as they
already are, including one of my most
recent videos here that attempted to
cover the ongoing genocidal events that
are taking place in Dar fur during the
civil war in Sudan. And so that's why
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Ask follow-up questions or revisit key timestamps.
The US military executed an unprecedented raid in Venezuela on January 3rd, capturing sitting President Nicholas Maduro and his wife. Months of planning preceded the operation, including a significant naval buildup, air strikes, an oil blockade, and a covert CIA operation that penetrated Maduro's security to gather intelligence and create a replica of his safe house for training. The raid, codenamed "Operation Absolute Resolve," involved stealth helicopters, numerous fighter jets, and drones, which bombarded Venezuelan air defenses and infrastructure while cyber specialists cut power. Delta Force successfully apprehended Maduro and his wife from Fort Tuna military base within hours, with no US fatalities but significant Venezuelan and Cuban casualties. The captured pair was then transported to New York to face criminal charges. While hailed as a tactical success, the operation's strategic rationale is heavily debated. Officially, the Trump administration cited drug trafficking charges against Maduro, an argument disputed by drug enforcement data. The narrative of restoring democracy was also downplayed, with the US appearing to favor a controlled continuation of the existing regime under Maduro's vice president, Deli Rodriguez, to secure access to Venezuela's vast oil reserves. This move faces significant economic and political hurdles, including the high cost and complexity of Venezuelan oil extraction, current low oil prices, and potential harm to US and Canadian oil producers. Geopolitically, the raid is seen as a reassertion of the "Monroe Doctrine," warning powers like China and Russia to stay out of the Western Hemisphere and pressuring other Latin American nations to align with US interests, marking a return to historical US interventionism in the region. The operation was a much closer call than initially reported, with one US helicopter pilot critically injured, underscoring the inherent risks of such high-stakes missions.
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