The Venezuelan Opposition and Presidential Election

When the U.S. announced its re-establishment of diplomatic relations with Venezuela, it included mention of a "phased process" toward "a peaceful transition to a democratically elected government." Meanwhile, there is an opinion piece at Caracas Chronicles that calls for a primary to determine a single opposition candidate.

The twist is that María Corina Machado is clearly the opposition leader with the most political momentum (though she is now out of the limelight) but Trump consciously sidelined her and brought Enrique Márquez, another opposition leader who also ran in the 2024 election and was an opposition member of the CNE for several years, to the State of the Union. That gives us two high visibility candidates, which is exactly what Delcy Rodríguez would want and the regime wanted for many years before that--opposition division. So a single candidate makes sense if they can agree to it.

But there is also the question of what their platform will be. People will want to know what the opposition will do better and be reassured that the social services they have won't be removed. The country is already selling oil to the U.S. and Delcy talks very nicely about Donald Trump so you can't promise better relations. You can't really promise trials or accountability. You can talk about free market capitalism but you'll want to be very careful with that.

Delcy Rodríguez did a verbal 180, or close to it, so it's hard to be her opposite, whereas just in December it would've been easy. So it gets easier for people to choose her and avoid the unknown.

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Shield of the Americas Summit

Donald Trump is pulling an Hugo Chávez. Chávez thought the OAS was too pro-U.S. so he created CELAC, which was more leftist. He also created UNASUR, which did a few things and then disintegrated. Right-wing governments created PROSUR, which as far as I know hasn't done much of anything and likely barely exists. CELAC still exists but mostly disagrees, which frankly is a lot of what the OAS does as well.

So now Trump is creating the Shield of the Americas, a disparate group of countries whose sole thing in common is that their current government is on the right*. The formal announcement comes Saturday so we don't yet know details but it is hard to imagine it being significantly different from all the others. He just learned that Kristi Noem will be the U.S. "special envoy," which means ideology will be front and center, and reality several steps behind. It also signals this institution is not super important to him because he's putting someone in that he just fired.

Part of the new institution's goal will be to push back on China. As I and plenty of others have argued, however, the U.S. needs to be a reliable partner to make this happen, and impromptu tariffs combined with reneging on past agreements make that challenging. Maybe you can push out Chinese investment to some degree if U.S. investors are ready but what about trade? 

I recommend Adam Ratzlaff's take on it. An additional point to make based on the experience of the other existing multilateral institutions is that governments change and a new leftist government will have considerably less interest. If it becomes ideologically obnoxious they may just leave it. That's the core problem of ideologically based institutions. Ideologies change. A Chilean president helped created PROSUR and a Chilean president suspended the country's participation in it. That's how it goes.

* Trinidad and Tobago, Guyana, Paraguay, El Salvador, Ecuador, Argentina, Honduras, Costa Rica, Bolivia and Chile. And I believe Panama.

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Rebellion in Cuba and Venezuela?

Rut Diamint and Laura Tedesco have an essay in Foreign Affairs about Cuba, arguing that the long-standing revolutionary model is ending and that we don't know what will replace it. There is one part that I wonder about:

To be sure, many Cubans would likely perceive their government’s acquiescence to U.S. demands as an erosion of Cuban sovereignty, even a reversion to the island’s pre-revolutionary status as a U.S. client state. A rebellion by the military and parts of society cannot be ruled out.

Is this true? In both Venezuela and Cuba we have a strong revolutionary past that has long ceased serving its own citizens. Further, the people in power aren't the original leaders, who had strong personal followings. Instead, there are annointed leaders who mostly make their citizens' lives worse. These revolutions are long dead.

I am dubious about the "reversion" argument because it's over 60 years ago so very few people experienced it. I can see military leadership feeling threatened (as targets) but would rank-and-file Cubans want to fight for this revolution? What would the goal of such a rebellion be? Put some authoritarian technocrat back in power?

Nationalism matters. A lot. U.S. protectionism will wear thin, perhaps quickly. But people want solutions to immediate problems. The Venezuelan revolution was starting to fail before the U.S. government turned the economy screws on it. The Cuba revolution had suffered the embargo for many years but is a dependent revolution so was hurt even worse by the fall of the Soviet Union and the gradual decline of Venezuelan oil production. Obviously the Trump administration made things worse but they were already bad.

Venezuelans and Cubans will certainly fight for their countries but I am not convinced they'll fight for these governments. I especially wonder because up to this point Trump has avoided occupying forces that could become targets. An occupying force would change everything but that's not where we are up to this point.

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What if María Corina Machado Returned?

María Corina Machado says she plans to return to Venezuela in a few weeks. The big question, of course, is what the regime will do about it. We have this:

“With respect to her life, we do not understand why there is so much commotion,” Rodríguez said. “As for her return to the country, she will have to answer before Venezuela. Why did she call for a military intervention? Why did she call for sanctions against Venezuela? And why did she celebrate the actions that took place at the beginning of January?”

It's a pretty funny statement when you think about it since everyone knows why MCM called for those things. Military intervention is what got this ball rolling.

What fascinates me are all the political calculations going on. I assume there are all kinds of discussions, including between MCM and Marco Rubio. The thing is, I don't see how they could arrest her without creating mayhem, which would lead to repression and some kind of U.S. response. I also figure the U.S. would prefer not to have to respond because it's clear Trump himself has zero interest in Venezuelan democracy. So there's a good chance she doesn't come back until she's received some kind of green light. On the other hand, she could chance it and just go.

But if they let her in without imprisoning her, then things will accelerate. She will have rallies and they will be large as people feel emboldened. The call for elections will get louder. That would not be allowed just a short time ago and it's unclear how the regime would respond to it now.

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Anti-Terrorism Courts in Venezuela

The International Commission of Jurists just released a report on the use of anti-terrorism courts in Venezuela to, frankly, terrorize the population. The anti-terrorism code got going 20ish years ago under Hugo Chavez and conveniently did not define the term. So it simply came to mean regime opponents, same as many other Venezuelan laws intended to attack the population. Subsequent laws provided some more definition, but it could mean anything the regime wanted since the courts did whatever it wanted.

The anti-terrorism laws were used extensively after the fraudulent 2024 election, with references to "treason" and "conspiracy" that had no real meaning. They also used the term "hate" since it had its own vague law.

The report notes at the end that it was largely written before the U.S. invasion and certainly well before the amnesty. It's not clear to me that supposed anti-terrorism charges would automatically be dropped due to the amnesty. All these laws need to be abrogated and anyone even remotely held under suspicion by the government should be allowed unconditional freedom (and ability to return to the country).

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Dynamics of the Venezuela Amnesty (Part 2)

Here is a link to the full text of the amnesty. Earlier this week I was thinking about how people who haven't been formally charged with anything could fall through the cracks. There's a lot that is open to interpretation.

La amnistía objeto de esta Ley abarca a toda persona que se encuentre o pueda ser procesada o condenada por delitos o faltas, cometidos y acaecidos en el marco de los hechos objeto de amnistía, siempre que esté a derecho o se ponga a derecho luego de la entrada en vigencia de esta Ley. 

The wording here is anyone "who is or could be prosecuted or convicted." So does the "could be" refer to people who the government is threatening but not formally charging? It sounds good but it's not entirely clear. For those people what is the "tribunal competente"?

Here are some examples of what's excluded from the law:

Estarán igualmente excluidos de la amnistía prevista en esta Ley, las personas que se encuentren o puedan ser procesadas o condenadas por promover, instigar, solicitar, invocar, favorecer, facilitar, financiar o participar en acciones armadas o de fuerza contra el pueblo, la soberanía y la integridad territorial de la República Bolivariana de Venezuela, por parte de Estados, corporaciones o personas extranjeras.

Does the infamous Hate Law fall under this? For example, you make fun of Nicolás Maduro on social media and get put on a list for it, meaning you get visited (often more than once) by colectivos who call you out. Perhaps even more to the point, you tell people (or write on social media) that you support sanctions against Venezuela. Is that "fuerza contra el pueblo"?

There is also the problem of the 13 time periods allowed by the law. Protests in 2018 are left out, for example. Or if you were protesting in 2022, are you out of luck?

Millions of Venezuelans left their country and many did so out of because they felt threatened. We can only hope this amnesty is interpreted broadly so they can choose to go home without getting attacked.

Update: I had missed that Jorge Rodríguez announced that the Hate Law would be "reformed." It should be completely scrapped but this is better than nothing.

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Countering Chinese Influence in Latin America

R. Evan Ellis, who has written a ton about Chinese influence in Latin America, is concerned that the headline-grabbing denial of certain investments to China makes us ignore the bigger picture. I think he's right.

The central point is that the U.S. is playing a very short game. You can strong-arm China out of specific deals but China is still engaging on an ongoing basis in countless ways. Even more importantly, the U.S. is not providing any alternative. If you don't want a country to trade with China, you can't impose tariffs and expect that to happen. He notes the need for "sustained economic engagement, institutional strengthening, transparency initiatives and coordinated diplomacy with like-minded partners." That's not happening much.

If you look at U.S. policy now and consider what Latin America might look like in 10 years, you see Latin American autonomy playing out in different ways given U.S. unpredictability. China will be right there because it's deepening ties while the U.S. hurls insults.

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Dynamics of the Venezuelan Amnesty

The recently passed Amnesty Law in Venezuela is generating almost as much controversy as relief. There have already been over 1,500 requests for amnesty that have been filed. I want to focus on just one problematic aspect. The following points to it:

Amnesty is not automatic under the law: petitioners must ask the court handling their cases.

The problem is that many Venezuelans who have sought political asylum in the United States don't have a court hearing any case. They are people who were targeted by the Venezuelan government for participating in protests or even just pointing out government deficiencies or criticizing it. They would be beaten up, detained, their phones taken, and sometimes colectivos would follow them or show up at their homes. They don't have a registered "case" and haven't been charged with a formal crime. They have been terrorized to keep their mouths shut and to avoid protesting.

So this amnesty appears not to help them. As I've mentioned before, we don't currently know what the colectivos are doing. We don't know if it's safe for people to return to the country. There are many thousands of Venezuelans who committed "crimes" just by speaking their minds and were attacked for it. The government knows who they are but hasn't filed formal charges. So there's no amnesty for them.

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Venezuelan Public Opinion in the Aftermath

Yesterday I watched an Atlantic Council panel on public opinion in Venezuela, which I definitely recommend. You can watch it here. Mark Feierstein's discussion of his firm's poll results (which were taken in January) was particularly interesting (as was the occasional polite disagreement from Venezuelan panelists).

I won't rehash it, but there is one point that didn't get much attention that I think is definitely worth keeping in mind. It's about what has sometimes been called the "ni-nis," meaning people who are neither with the government nor the opposition. They are a plurality in Venezuela. I screenshotted this from the presentation:

Independent: 42%

Opposition: 37%

Chavista: 17%

I think it's reasonable to assume that independents want free and fair elections, and may well have voted for González/Machado, but aren't tied to MCM ideologically. There was a discussion about when she should come back to Venezuela and I will be interested to see what happens when she shifts from what she's against (the dictatorship) and what she's for. I would guess the latter will be focused largely on the economy, which according to the poll is the highest priority for Venezuelans. But there is a lot of other stuff to deal with as well.

Anyway, just a friendly reminder that Venezuela is not a binary government/opposition. And a friendly reminder that MCM does not perceive Venezuela as safe to return to, though it is also entirely possible she wants to return and test repression but the Trump administration is convincing her to wait.

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What is Repression Like in Venezuela?

Something I am particularly interested in is the effect of the political change in Venezuela on repression. We have scattered signs of protests happening and individuals saying they feel less threatened, but we also have the re-arrest of one prominent political prisoner and others who are not being released. There are so many questions. For example, is the government still monitoring those protests, keeping track of who participates? We know they routinely do that and colectivos later show up at people's doors to threaten them. Where are the colectivos right now? With no evidence, it does not reasonable to assume they just gave up the whole endeavor.

We don't have answers. My impression is that Venezuelans themselves don't know. Some are testing the waters to see what happens and only time will tell us more. But I recommend an article that Human Rights Watch just released. They call on the government to dismantle the repressive apparatus. Venezuelan repression is based on a wide variety of laws intended to criminalize all free speech.

These laws date back over 15 years and actually overlap. The 2014 Hate Law alone allows the government to criminalize practically anything. After the fraudulent 2024 presidential election, more laws were put in place just to remind Venezuelans they were not allowed to make any statements critical of the government, not even humorously.

What this means is that the government can unleash violence at any time. By this time, such violence is a natural reflex when people criticize the government and especially when they protest in the streets. It is entirely correct that no one can be truly safe until those laws are revoked. Interestingly, HRW says "amend or repeal" though I cannot imagine how these can be amended without remaining undemocratic. All countries need laws governing security but Venezuela should draft new ones, not use dictatorial remainders.

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China's Web of Relationships in Latin America

R. Evan Ellis has an interesting article about China's relationship with Guatemala. Here is the takeaway, which I think is essential for understanding what's going across Latin America:

China and China-based companies have made substantial progress in advancing their position through a web of business and personal influence relationships, opening the door to Beijing’s influence and digital access. 

Note that this isn't about specific trade deals, or port deals, or investments. It's about the painstaking process of building personal relationships over two decades or so. It's the long game. What that means is that even when a high profile deal is squashed, plenty of other quiet ones still happen. In fact, a lot of deals were squashed in the past without U.S. pressure. That's business.

During prior administrations, China-based companies unsuccessfully sought to acquire land on both the Atlantic and Pacific for port facilities. Chinese ZPMC cranes, scanners, and other digital equipment are reportedly used by Guatemala’s private port operators, such as APM and Chiquita Brands. 

The lesson here is not to be immediately swayed by headlines. There is a lot going on under the surface. 

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Annulling the Monroe Doctrine

 A group of 18 House Democrats introduced a resolution entitled, "Calling for the annulment of the Monroe Doctrine and the development of a "New Good Neighbor" policy in order to foster improved relations and deeper, more effective cooperation between the United States and its Latin American and Caribbean neighbors."

Its introductory part, with all the "whereas," is actually one of the most concise yet comprehensive histories of U.S. intervention in Latin America. Kudos to them for that.

The core of the resolution, that "the Department of State should formally confirm that the Monroe Doctrine is no longer a part of United States policy toward Latin American and the Caribbean" is obviously just symbolic and actually a bit silly. As the intro notes, John Kerry already proclaimed it dead once and it didn't matter all that much.

The other part of the resolution calls for a "New Good Neighbor Policy," I think forgetting that part of the Good Neighbor Policy entailed the installation of some really terrible dictators and then letting them do what they wanted (Nicaragua is still dealing with the aftermath!). I would suggest a different name instead of being stuck forever in the past.

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Government Intervention in the Economy

Treasury Secretary Scott Bessent was in Brazil discussing trade and this quote popped out at me.

Despite diplomatic controversies caused by Trump’s economic agenda in Brazil, Bessent supported the use of tariffs as part of a broader effort to reindustrialise. He noted that while tariffs generate short-term revenue, the long-term goal is to encourage companies to move production to the United States, shifting government revenue towards domestic economic activity.

This should sound familiar to anyone who has looked at Latin America from the 1950s-1980s. Import substitution industrialization was a large-scale effort to industrialize, encourage local production, and shift government revenue to domestic economic activity, all through the use of tariffs. As Mike Allison and I wrote in U.S. and Latin American Relations:

The idea was that to reduce dependency on imports, the state would direct, encourage, and subsidize targeted domestic industries, whose products would substitute for foreign goods (p. 136).

It's so similar, but not identical. At least as yet, we're not seeing the same level of state investment in industry (e.g. ownership, even if partial). The irony is that Latin America was doing it in large part to protect itself from the United States, which in turn exerted tremendous pressure to liberalize and open markets up to U.S. products. Now the script is flipped.

The irony is extended further since in the same interview, Bessent said we had a “generational opportunity to strengthen ties with governments that support market-oriented reforms.” At the moment, however, the U.S. is not such a country. "Market-oriented" means that the market determines outcomes with a minimum of government manipulation. Recent reforms in terms of government intervention in the economy is decidedly not market-oriented. In fact, Latin American countries have been pursuing free trade agreements elsewhere.

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Americans Don't Care Much About Venezuela

There is a new Pew survey showing Americans* don't have much faith in Donald Trump when it comes to "wise decisions" toward Venezuela, that they're split on U.S. access to Venezuelan oil and the use of force to remove Nicolás Maduro, and that the splits run a lot along partisan lines. Politically, I don't think it matters much because the poll does not measure intensity.

About a month ago, I gave a surprisingly lengthy interview for local TV news. I ended up getting a lot of positive feedback because so many people just didn't have any idea what was happening. But what occurs to me is that the appetite for knowing more has mostly evaporated. What people really pay attention to is the use of U.S. force that might involve U.S. casualties. In my opinion, although people might be aware of killing people on boats and commandeering oil tankers and many might even oppose those actions, they don't assign much importance to them. If we ever get to a point where U.S. troops enter Venezuela, then that can change quickly.

What that means is that until that time, U.S. public opinion likely won't have much impact on U.S. policy toward Venezuela, which will continue to go along the president's whims.

*Yes, I am aware of the problematic nature of the term but it's much easier shorthand than "people in the United States." I wish we had something better.

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How Latin American Presidents Deal With Trump

In an article about Senator Katie Britt, a New York Times reporter noted something that caught my attention:

She seldom challenges Mr. Trump. When she does, she believes that, to be effective, any outrage must be felt quietly, any response conducted through back-channeled phone calls and peppered with words of admiration for the president.

This is a great way to way to frame oppositional Latin American presidents' response to Donald Trump as well. It was widely reported that Trump took offense to Nicolás Maduro dancing around in response to U.S. threats. So after the Venezuela invasion, Gustavo Petro switched from highly inflammatory to a White House visit where he had Trump sign The Art of the Deal. Claudia Sheinbaum has been similarly careful albeit perhaps less effusive, but manages to get Trump to say positive things about her publicly.

I am sure everyone has noticed that co-dictators Daniel Ortega and Rosario Murillo are very quiet. Nicaragua was not on the list of countries being decertified as not cooperating in anti-narcotics efforts (Bolivia, Colombia, and Venezuela were) so are less likely to get his attention. So they stay vewy vewy quiet and stay off Trump's radar. 

Miguel Díaz-Canel doesn't exactly go this route but his personality is very un-flamboyant so he greatly resembles it. He'll never visit the White House but he's not in the news much and does not make fiery speeches. But Cuba is Cuba, so he's on the radar no matter what. 

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