Things are very difficult in Cuba. Since February, the country’s power grid has suffered three nationwide blackouts: there is currently electricity for two hours a day at most in Havana, and less in rural areas. Mains water works roughly every other day. The average monthly wage, in real terms, is under US$20. Food production has fallen drastically; shortages are common. Petrol is prohibitively expensive. Cuba’s once-impressive healthcare and education systems are in tatters.
Tourism – the island’s main economic lifeline – was down 58% in the first five months of 2026 compared with the year before. Long-haul flights there have stopped because they can’t refuel. Mosquito-borne diseases such as dengue fever and chikungunya have staged a comeback, and the UN reported last month that child mortality has risen sharply. An estimated fifth of the population has left since 2021.
Why is this happening?
Cubans have endured decades of mismanagement from their own communist government, along with economic warfare from the US – but the past few years have been particularly harsh. Cuba invested heavily in tourism and underinvested in healthcare during the 2010s, only to see both sectors heavily impacted by the Covid pandemic. Miguel Díaz-Canel, who in 2021 became the nation’s first leader not from the Castro family since 1959, ordered a crackdown that year on the largest wave of protests seen for decades.
But the main cause of the present trouble is a US oil blockade, which began in January – the biggest such action since the Cuban Missile Crisis in 1962. Trump at the same time issued an executive order designating Cuba a national security threat – and called on Cuba’s leaders to “make a deal before it is too late”.
Why does the US think Cuba is a national security threat?
It didn’t offer specific reasons beyond Cuba’s alliances with Russia and China, along with claims that it “destabilises the region through migration and violence”. Cuba’s communist regime has historically been a bugbear for the US, particularly for Republicans. And Trump’s Secretary of State, Marco Rubio, a son of Cuban immigrants, favours regime change.
But the timing suggests that the decision to tighten the screws was inspired by the successful US action against Venezuela on 3 January – and, more broadly, by Trump’s desire to assert US primacy in the western hemisphere. In March, the president told reporters he believed he’d have “the honour of taking Cuba… I think I can do anything I want with it.”
What’s Venezuela’s role in this?
Venezuela became Cuba’s main regional ally in 1999, when Hugo Chávez’s left-wing government began supplying Fidel Castro with cheap oil. The alliance continued under Chávez’s successor, Nicolás Maduro, and until this year, 75% of its oil imports came from Venezuela and Mexico. But after seizing Maduro in January, killing 32 Cuban security personnel in the process, the US made Venezuela cut off Cuban oil supplies; Mexico did the same under the threat of tariffs. The island requires around 100,000 barrels of oil per day for its power stations and infrastructure to function; since January, episodic shipments have only given short-term relief.
It now seems that the Trump administration is looking for a similar outcome to Venezuela: sources told The Wall Street Journal they were aiming for regime change by the end of 2026.
What are the US demands?
They haven’t shared them in public, though the Cuban government confirmed in March that talks were taking place. Trump’s previous actions suggest that his definition of regime change is flexible. In Venezuela, the US left Maduro’s government in place under the control of his deputy, Delcy Rodríguez; the country was forced to open up its oil and mining to US investors, but not to democratise. In the case of Iran, similarly, Trump has shown himself willing to treat a change of personnel at the top as regime change. The Cuban leadership may feel they have some wiggle room; in June it announced a package of 176 free-market reforms in an effort to placate the US. But there are big obstacles to a political settlement on both sides.
Why might a deal be difficult?
A law from 1996 prohibits the US from recognising any Cuban government that includes Raúl Castro, Fidel’s brother, who is still, aged 95, a major figure in Cuban politics. Florida’s Cuban-American community, a key part of Trump’s voter coalition, would also object to any deal that did not mean the end of the regime. The US might settle for custody of Castro, who was indicted this May by a Florida grand jury for his part in shooting down two planes belonging to a Cuban exile group in 1996.
But the Cubans are unlikely to agree to that, and there is no plausible opposition party or Delcy Rodríguez-like figure to deal with – though Raúl Castro’s grandson, Raúl Guillermo Rodríguez Castro, a reputed playboy who’s close to the Cuban military’s wealthy holding company, is said to have been auditioning for the role.
What if there’s no deal?
An American invasion looks unlikely: Trump is clearly wary of that level of commitment, and has his hands full trying to extricate himself from his “excursion” in Iran. Cuba’s military isn’t the fighting force it used to be, but the country has been resisting US pressure since 1962, and it’s difficult to see the Cuban elite colluding – as some of Venezuela’s did – with a theatrical special-forces raid on Raúl Castro or Díaz-Canel. Castro’s age may be the best hope for a solution, but Cuba has been a one-party state for generations, and with the Trump administration on the opposite side, any transition is likely to be messy.
From the point of view of ordinary Cubans, however, something has to give. “Living like this is agony,” Meyboll Font, a 51-year-old Havana resident, told Agence France-Presse last week.