Wednesday, January 07, 2026

What Does It Mean for Cuba to be "Next"?

Donald Trump recently said that "“Cuba looks like it is ready to fall." But what does that mean? I don't really know and I have a sense he doesn't either. Here are possibilities:

1. There is a popular uprising that overthrows the regime. This is not likely given the tight control the government has on the population. There is no sign of it happening, at least.

2. Economic collapse leads to democratic transition. Things are bad right now. As I and others have argued plenty of times, the Special Period was disastrous and Fidel Castro held on. Economic deprivation alone does not cause regime change. So it's possible but not likely.

3. Economic collapse leads to Miguel Díaz-Canel resigning and someone more willing to work with the U.S. takes his place. This one would not involve democratic transition. Low likelihood but not impossible.

4. Economic collapse leads to chaos. If even security forces are deprived enough to form their own criminal bands that could even threaten the government, then you end up with a Haiti-type scenario. I suppose this is possible but would be very protracted.

5. U.S. "Snatch and Grab" like Venezuela. In this scenario, the U.S. grabs Miguel Díaz-Canel and chooses a pliable government figure to run the country in a way the U.S. prefers. Possible but not likely. I don't think the Cuban government is as porous as Venezuela's, but I guess you never know. Cuba's entire political framework is built on independence from the U.S. so it would be crazy to see. Plus, I am guessing Cuban security forces are better prepared than Venezuela's to protect the president.

6. Full U.S. invasion. This might be least likely since it's not popular in the U.S. and would face significant resistance in Cuba.

Estimating likelihood is really difficult in any situation but even tougher with Cuba. The Cuban revolution has hung on through invasion attempts, blockades, sanctions, loss of its main patron, economic crashes, you name it. So it's hard to envision how such a thing changes. But low likelihood still means it can happen!


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