The Peter Zeihan Podcast Series Cuba Is Running Out of Time || Peter Zeihan
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Feb 20, 2026 A deep dive into Cuba's escalating energy emergency after losing discounted Venezuelan oil. Discussion of regional fuel limits and why importing refined product is hard. Aviation fuel shortages and a fragile power grid are highlighted. Examination of weak international backstops and the real risk of state collapse and mass migration to the U.S.
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Cuba's Energy Reliance Is Acute
- Cuba depended on Venezuelan subsidized fuel for almost all its energy needs.
- Losing Venezuelan oil exposed Cuba to immediate and severe energy vulnerability.
Cost And Time Make Recovery Hard
- Open-market fuel costs are at least twice what subsidized Venezuelan supplies were.
- Long shipping times and higher prices make rapid recovery unrealistic for Cuba.
Leverage Regional Pressure To Starve Fuel
- Preventing Cuba from buying nearby fuel magnifies its crisis and shortens political timelines.
- Use diplomatic pressure on regional suppliers to constrain adversary regimes' energy access.