U.S. Manipulation in Venezuela

The latest U.S. effort to maintain control of Venezuela is to shove Maria Corina Machado aside and instead favor Dinorah Figueroa, who is president of the unofficial National Assembly elected in 2015. She is a legitimate member of the opposition but very clearly not the head of that opposition. Figueroa admitted she has differences with MCM. But now she's negotiating with Jorge Rodriguez. Further:

“María Corina es la líder, pero aquí estamos hablando de institucionalidad y yo soy presidente de la Asamblea Nacional.”

Clear as mud, and she didn't refer to the Panama Manifesto, which gave MCM the role of negotiating with Delcy Rodriguez. So a big question now is whether MCM cedes that role, which is also admitting that the whole thing can be scrapped if the U.S. demands it.

This is a delicate game for the U.S. to play and obviously we can mostly expect blunt instruments from the Trump administration. Delcy Rodriguez is very unpopular and Venezuela is primed to unite behind a single candidate. The U.S. is introducing a split. They seem to see MCM as too divisive and that may well be linked to the notion that she is not manipulable. She has stayed publicly mum, which right now seems like a good idea.

Overall, we have an unstable combination of an increasingly divided Chavismo and a potentially divided opposition. The Chavista division is clear and driven by anger at the eager cooperation with the imperial power. Beyond personalities, we'll have to wait and see what drives the opposition's division or whether it can be bridged.

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Latin American Exports in 2026

It's 2026. In the context of 25 years of expanding its reach to the rest of the world and the U.S. proving itself an unreliable partner, and even sometimes a threat (both militarily and with tariffs) we should expect that Latin America would be strengthening its ties outside the region, with China a notable example. From the recently published IDB report on trade:

China’s imports from LAC are estimated to have increased by 5.1% on average in 2025 compared to 2024 as a result of a strong recovery in the second half of the year. In contrast, total Chinese imports remained virtually flat throughout 2025 (0.1%). In the first quarter of 2026, the country’s imports from LAC expanded by an extraordinary 29.3% year-on-year, while its total imports also grew vigorously (22.7%). LAC’s share in China’s imports reached 9.6% in the first quarter of 2026, slightly below the 2025 average of 9.8%.

US imports from LAC remained relatively stable in 2025, increasing by an average of 4.9% compared to 2024. Total US imports grew at a similar rate (4.4%). However, the first quarter of 2026 constituted a stark contrast: while total US imports contracted by 13.6% year-on-year, imports from LAC grew by 4.0%, raising the region’s market share from 20.2% in 2025 to a record high of 21.8%.

Stable trade with the U.S. (and the EU) but very strong with China precisely at the time the U.S. is flexing its muscles in Venezuela. Diversification is the name of the game.

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Shield of the Americas Backs Rodrigo Paz

The Shield of the Americas put out a statement about the Bolivian crisis through the U.S. State Department. Its source and wording suggests that the other governments had little (and perhaps nothing) to do with it. 

The member countries of Shield of the Americas denounce ongoing efforts to overthrow the legitimately and overwhelmingly elected government of President Rodrigo Paz in Bolivia. We stand with Paz’s democratic government as it fights back against attempts to drag Bolivia backwards through cynical efforts to prevent the delivery of food, medicine and other vital supplies to the Bolivian people through fake road blockades. Mob rule cannot replace the decision that a majority of Bolivians made at the ballot box to turn the page on two decades of corrupt governments. Those who are funding these protests with dirty money from drug trafficking and transnational crime should be held accountable. Those who have legitimate grievances should take advantage of the government’s willingness to dialogue, and denounce those who would abuse their causes to regain power.

I love the reference to "fake road blockades," which are somehow both fake and highly disruptive, and it's pure Trump. The Shield of the Americas is the exact mirror image as all the various and sundry leftist organizations that sprouted up under Hugo Chavez's era. It's right-wing, controlled by the United States, and will lose or gain members depending on elections. Its driving force is the U.S. while the old leftist ones were Venezuela. Even the inflammatory language is the mirror of Chavez's devil empire rhetoric.

As such, it will have a similar longevity as the others.

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Cuba Sanctions

The latest round of U.S. sanctions on Cuba include Miguel Díaz-Canel, the entire Ministry of the Revolutionary Armed Forces of Cuba, and even the Committees for the Defense of the Revolution, which are the neighborhood-level groups that keep tabs on everyone (and are copied in Venezuela).

The point, of course, as with charges against Raúl Castro, is to provide the veneer of legal rationale for invasion. This is where it gets sticky. The Cuban and Venezuelan governments are dictatorships that do not care about their own citizens, so no one should feel sorry for them and they deserve sanction of some kind. But they are not a threat to the United States. Maybe China or Russia's presence is slightly enhanced, but not much more than that. Cuba doesn't fund guerrillas anymore. Its main export was to help Venezuela attack its own people and doctors (a complicated topic I am not diving into at the moment).

But U.S. policy is hurting the Cuban people even more. Yes, the command economy is a disaster, but it's really because of the U.S. that Cubans can barely function at the moment. The U.S. is directly causing the food shortages.

In short, the Cuban people are getting double-barreled by two governments that have no interest in their well-being.

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What is Chavismo These Days?

Yesterday I mentioned the growing number of leftist Venezuelans criticizing the government of Delcy Rodríguez. A great example not only of that but of the redefinition of Chavismo can be found in a recent interview that Elías Jaua gave. Jaua was, among many other things, Hugo Chávez's Vice President and Minister of Foreign Affairs. In the past he called for Venezuela to copy Cuba with a fully state-controlled economy and society. In short, he's hardcore.

He argues that Maduro starting deviating from Chavismo in 2018 as he opened up the economy to capitalism. And what is Chavismo? This is where it gets interesting:

There is a Chavismo within the United Socialist Party (PSUV) – no one can dispute that  – but I believe there is a broader, and much larger, Chavismo, with a cultural, political, and symbolic identity rooted in a metanarrative that exists outside the PSUV and the Great Patriotic Pole. That sector currently lacks clear leadership and organizational structure, but it retains its values. It may have circumstantial views of the situation, but essentially it continues to uphold the principles that launched this process: sovereignty, participatory and protagonist democracy, democratic pluralism, freedom, political ethics, debate, speaking the truth, and social equality. It also holds a vision of a multipolar world, in solidarity with international struggles. These were, in essence, the core tenets of Chavismo from its inception and remain relevant for a significant portion of the Venezuelan population that is Chavista or was once Chavista.

It's interesting because much of it is very clearly antithetical to what Jaua and Chávez were doing in the years before he died. Democratic pluralism was eroding, ethical behavior was overwhelmed by extreme corruption, there was stifling of open debate, and lots of untruths. Regardless, now Chavismo is mutating into something that no one can argue against. Who doesn't want democracy, debate, and speaking the truth? Well, many Chavista didn't, but they claim to now.

As far as the path forward goes, I can't really argue with any of this. I don't know if he really believes it or not.

The priority is to regain independence. If we hold elections, that is with candidates for what? For governor of the colony? Anyone who truly wants to hold the presidency of the Republic of Venezuela must first raise their voice in favor of the immediate restoration of the country’s sovereign rights over its resources and revenues and the assertion of political self-determination.

In any case, I argue that any eventual electoral process should be the result of a national agreement, renationalizing politics and not waiting for a call from the White House one day announcing that there will be elections in six months. That would be very shameful. I believe that Venezuelan political forces would be obligated, as part of that strategy to reclaim and demand the restoration of Venezuela’s sovereignty, to also commit to the international community and the Venezuelan people to seek a political, democratic, and electoral path forward.

I would love it if Venezuela demanded its sovereignty and called for its own national elections, with full participation by all. For years now, Venezuelan leaders have been too scared to allow free elections because they know they'll lose. Jaua has to know an election would likely be bad for the left, so I hope he and others actually let it happen. 

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Chavismo vs Delcy

Increasingly you can find Venezuelan leftists denouncing Delcy Rodríguez for a traitorous submission to the United States, with either the tacit or explicit nostalgia for Hugo Chávez. As happens with so many dead politicians, his warts are being brushed over.

Along these lines, I found it interesting to see an article in Aporrea, a leftist publication, denouncing the colectivos, which have often been celebrated as protectors of Chavismo. The colectivos are still active and attacking people. But now they're attacking on behalf of a corrupt puppet of the United States who has strayed too far from "true" Chavismo.

En este entramado, el papel que han jugado los grupos parapoliciales —mal llamados "colectivos"— como fuerzas de choque y de represión al servicio del gobierno del PSUV es el reflejo más concreto del carácter autoritario del Estado y un enorme obstáculo para que el pueblo encuentre una salida propia a la crisis.

This is where the right and left in Venezuela can converge. They will never agree on who should lead the country (not to mention Chávez's legacy) but they can agree that armed thugs protecting an illegitimate government should be disbanded even though they don't necessarily agree on precisely why the government is illegitimate.

And I love this:

Ante la agresión gringa, se mostraron dóciles, pasivos y desprovistos de todo el coraje nacionalista que tanto pregonan. La contradicción es tan enorme como indignante:

​¿El valor de estos grupos solo alcanza para apalear a adultos mayores, pensionados y obreros desarmados?

They colectivos are too cowardly to take aim at the United States. It's much easier to attack unarmed workers. 

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CRS on Ineffective U.S. Policies

The Congressional Research Service published a report on U.S.-Latin American relations last week. One of its concluding paragraphs hits the nail on the head with its typical straightforward, "just the facts, ma'am" tone.

The extent to which these initial successes will translate into the achievement of some of the Administration's strategic objectives remains to be seen. For example, there are few signs to date that many governments in the Western Hemisphere intend to significantly restrict or roll back PRC capital flows or technology. Likewise, available data suggest that the Administration's policies have not coincided with a reduction in drug trafficking into the United States or a reduction in the U.S. goods trade deficit with other Western Hemisphere partners. More broadly, the Administration's use of tariffs, sanctions, and the threat of military force to advance its agenda appears to be contributing to backlash in some parts of the region, including a deterioration in public opinions about the United States and some governments exploring alternative economic and security partnerships.

In other words, Trump administration policies continue to prompt Latin American governments to pursue and deepen non-U.S. relationships, including with China. 

Oh, and bombing random boats doesn't have any impact on drug trafficking. Neither did removing Nicolás Maduro.

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Ongoing Repression in Venezuela

Simon Romero has a very interesting look at Venezuela in his most recent NYT article. It is about the crumbling and decaying coastal city of Cumaná, but that in particular isn't what interested me. Rather, it was the underlying repression his trip indicated.

First, in a car trip that went from dawn until dusk, they went through 20 military checkpoints. That's 13ish hours, so more than one per hour. On the NYT website you can see a video of what that looked like. It's anxiety producing. It is a very effective way to keep track of people and know who's moving around.

Second are these two paragraphs:

Others in Brisas del Golfo said they were afraid to speak to a reporter. They said they still feared retribution from the leaders of their Communal Council, the organizational cell in Venezuela that manages local governance and serves as the eyes and ears at the street level for the governing party.

Council leaders monitor social media posts and everyday conversations, these residents said, and could limit subsidies like basic food staples or cooking fuel if they believe someone is disloyal to the state.

The Communal Councils are an important part of the repressive structure. You're in an apartment hallway or a yard and you criticize the government and that might affect whether you get food. It is spying at the local level and it's really effective. Petty, power-hungry people have control over basic goods.

These are dictatorial measures that remain in place no matter what Delcy Rodríguez says about prisoners being released or national unity. That's why Venezuelans abroad are hesitant about returning when they've been politically active.

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Raul Castro Indictment

The Department of Justice has unsealed an indictment against Raul Castro for shooting down the Brothers to the Rescue plane in 1996. The charge [INSERT DRAMATIC MUSIC HERE] is murder.

Just like Nicolás Maduro, Raul is a truly atrocious person that no one should feel even a modicum of sympathy for. They both actively crushed their own citizens for their own gain. But this indictment exists primarily to give a veneer of legality to some future military action that involves grabbing him. We needed to grab him and oh, by the way, we're also going to take over the government and funnel money back to the United States. Something along those lines.

Cubans, like Venezuelans and residents of badly gerrymandered districts here, deserve the freedom to vote for their own leaders. Cubans and Venezuelans further deserve not to give their natural resources to the United States. If the U.S. chooses to invade Cuba, the Venezuelan model suggests they won't get either one even though the Castro chokehold on the country might ease.

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U.S. Soft Power is Losing to China

R. Evan Ellis someone who has studied (and warned about) China's role in Latin America for a long time. It's very clear that he's deeply concerned about the U.S. ceding leadership to China. That's what headlines aren't catching--you get high profile "hey we pushed China out of this project" but underneath China is building very successful and lasting relationships while the Trump administration revels in bullying.

His most recent opinion piece laments the fall of the U.S. brand. A new largescale survey in Latin America demonstrates U.S. decline. It's stark:

36% of respondents identify the PRC as the best development model for their country.  The U.S., which has fallen 13 percentage points since the last time the survey was done in 2022, does not even finish second, but rather, third, behind Japan. 

Of even greater concern are the responses on which country would be the best partner for their own in specific areas.  On trade, 49% see China as the best partner, versus 26% choosing the U.S.  On digital technologies, 67% see China as the best partner, versus a mere 19% for the U.S.  In culture and education, an astounding 40% chose China, while only 18% incline toward the cradle of hot dogs, apple pie and rock-and-roll.

That's remarkable. But think about it: why would any country see the U.S. as the best partner for trade? Trump is famously fickle and unreliable, slapping tariffs when he's annoyed. And why would any country see the U.S. as best for education? The U.S. makes it very hard for foreign students to get visas and makes them afraid for their safety while they're here.

This is a big deal. It will outlive Trump and will continue even if there is a very actively pro-Latin America president. China developed it over 25-30 years.

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Trump Priorities Versus Venezuelan Realities

According to sources, U.S. and Venezuelan negotiators never discussed any role for María Corina Machado in Qater-mediated talks before the invasion. Trump apparently dismissed her from the start and hasn't shown any signs of changing.

But she's an important part of Venezuelan politics. Once again, I wonder what she's thinking and when she's going back. Her return will put the Delcy Rodríguez-Donald Trump lovefest in jeopardy. Choosing to ignore her appears to mean that Trump figured he could just push his priorities through and that removing Maduro would make Venezuelans loves him indefinitely. He wanted to avoid the messiness of a democratic transition so maneuvered to make it impossible.

Bit by bit, though, it's clear that neither the opposition nor hardcore Chavistas want Delcy in power. It's also clear that Venezuelans do not see how the U.S. taking Venezuelan oil is making their lives better. Promises of improvement have never been fulfilled. What Venezuelans are discovering is that when Trump makes promises, he often has no intention of fulfilling them.

Venezuelans want change. I have no idea how long it will take before they start demanding it but it's difficult to see that not happening unless the government violently suppresses it. Trump will have to decide what side he's on that point.

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More Cracks in Venezuela

Venezuelans have been souring on the situation they're in. And now more prominent people who are close to the regime are also complaining. Whatever you think of their politics, their arguments are entirely accurate. Delcy Rodríguez has handed Venezuela's wealth to the United States and people's lives are not getting better. Her approval ratings are sliding.

The question that comes to my mind is whether there is an anti-Delcy Chavista who decides to step forward as a challenger. That's unanswerable at the moment. Tied to that is the military's loyalty, which I assume is being bought but is also unknown.

The only way an unpopular dictator supported by the United States can stay in power is to repress its own citizens. That has happened plenty of times. The difference now is that Trump pays lip service to democracy, so how much repression would he accept for his favored leader to stay in power if protests start and things get dicey?

There are so many unknowns but we know one thing for sure: Venezuela is not a stable country. As people get more unhappy and the Chavista criticisms mount, they may well go to the streets in larger numbers and with more intent on political change. And they will not be on the same page--some will want Maráa Corina Machado and some will hate her. Not a great combination.

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Trump's Venezuela Honeymoon is Collapsing

I hope no one is surprised at this, but Donald Trump's honeymoon in Venezuela is collapsing. In February his approval was 82.9%, which slide to 74.% in March and then 47% in April. The explanation is very simple. Venezuelans overwhelmingly wanted Nicolás Maduro out but there is broad expectation of democratization, which isn't happening, and economic benefits, which also aren't happening. Venezuela remains a dictatorship with an economy in tatters.

To the extent he thinks about it at all, I would guess Trump figures that rejuvenating the oil industry will spread wealth around. But of course there is not reason to assume that when the government is so corrupt. But he praises Rodríguez while the Venezuelan people want--and deserve!--to choose their own leaders. Maduro lost the last election so her rule is entirely illegitimate.

Nationalism will emerge at some point, though I can't hazard a guess as to when. People are benefiting from Venezuelan oil and it's not the vast majority of Venezuelans. The leader of the opposition and the true winner of the last presidential election is not back in the country. A lot has changed but too much has stayed the same.

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Marco Rubio on Cuba

From a Fox News interview with Marco Rubio:

But in order for it to get better, they do need very substantial and serious economic reforms.  Those serious economic reforms are impossible with these people in charge.  It can’t happen.  And these people in charge aren’t just economically incompetent.  They have rolled out the welcome mat to adversaries of the United States to operate within Cuban territory against our national interest with impunity.  We are not going to have a foreign military or intelligence or security apparatus operating with impunity 90 miles off the shores of the United States.  That’s not going to happen under President Trump. 

There are two major problems here.

First, who are "these people in charge"? One would reasonably argue that it meant all the current decision-makers. But that is very much not the model Trump followed in Venezuela, where there is actually a functional opposition that can run a government. No such thing exists in Cuba. If "these people" refer narrowly to Miguel Díaz-Canel and maybe some of his closer advisors, well then fine. The same people (e.g. the military) would still be running the country but maybe the U.S. could claim it had cleaned house.

Second, China and Russia operating in Cuba is and has been happening under Trump, so it's not true that it's not going to happen when he's president. That may be nitpicky for what's just intended as a threat, but still.

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