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Speaker 2: Carrie Lutz's Financial Survival Network substack the Caribbean build up.
Venezuela is the spark, Cuba is the prize, and China
is the hidden hand. It's a geopolitical psyop Carrie Lutz Dec.
Zero four, twenty twenty five. The media will tell you
the current US military and diplomatic posture in the Caribbean
is about Venezuela Maduro and regional stability. That's the Kindergarten version.
What's really happening is a three front strategic reset. One
Venezuela the collapsing Chinese aligned regime. Two Cuba the ideological
prize vulnerable for the first time since nineteen fifty nine. Three,
Panama the canal. The US is quietly negotiating to take back.
This is the most consequential geopolitical window the United States
has had in the Western hemisphere in forty years, and
Trump knows it. Venezuela isn't just a dictatorship, It's China's beachhead.
Maduro's failures are well known, corruption, repression, economic destruction, but
the part the mainstream avoids is China's deep penetration of
the Venezuelan state. For over a decade, Beijing has pumped
in sixty plus billion dollars in leverage loans, embedded surveillance systems,
model on its social credit controls, installed telecom platforms with
CCP backdoors, secured oil rights, and infrastructure. Used Venezuela as
a distribution hub for gang networks and narcotics pipelines into
the hemisphere. China's criminal proxies have trafficked fentanyl precursors, synthetic opioids,
chemical agents disguised as agricultural inputs, money laundering operations tied
to Chinese state linked banks, organized gang groups, used for
territorial control, human smuggling networks. Beijing doesn't just see Venezuela
as an ally, they see it as a pressure valve
on the United States. For Trump, this alone makes Maduro's
removal a national security necessity. Will the US fire a shot.
Maybe not, but if it does, it's oil first. A
full scale military invasion is unlikely. Venezuela may collect lapse internally.
The economic, political, and military rot is far advanced. But
if limited intervention is needed, the first US boots on
the ground will not be storming Caracas, they will be
securing the oil fields. Why oil is Venezuela's only viable
economic engine. China's influence runs through hydrocarbons. Cuba cannot survive
without Venezuelan oil. Maduro's allies, Iran cartels, rogue actors would
sabotage the wells. Stabilizing the oil sector ends the crisis.
Without nation building, Venezuela can fund its own reconstruction through
energy revenue. This is Trump's doctrine. Stabilize the asset, avoid
the occupation, Let economics rebuild the nation. The emergency oil
repair blitz the real shock and awe. Once Maduro falls,
the US and private industry will unleash the fastest energy
reconstruction program in modern history. Venezuela once produced three point
five million barrels chucked to day. Today it limps at
seven hundred K eight hundred K. With modern tech and
US energy contractors, it could surpass historic highs within eighteen months.
Oil's unusual calm may simply reflect geopolitical reality. China is
perfectly happy with lower crude prices and with its supply assured,
it won't challenge a renewed US assertiveness in South America. Meanwhile,
capital is rushing into metals and critical commodities China can't
easily control, which is why gold, silver, and copper are
ripping while oil drifts. This is the piece nobody in
media will touch. Marco Rubio already negotiated the framework for
the US to reacquire operational control of the Panama Canal
after decades of Chinese encroachment through commercial shell companies. China
knows it cannot defend the canal, and in crisis, the
US will not tolerate a Chinese foothold on the hemisphere's
most strategic waterway. Reclaiming the canal is part of the
same chessboard as Venezuela and Cuba, its one regional strategy,
not three. Cuba the real prize. If Venezuela flips, Cuba collapses,
Cuba survives on Venezuelan oil, Venezuelan financing Venezuelan intelligence platforms,
Venezuelan commercial fronts. Remove Maduro. Cuba loses its lifeline. Cuba
cannot serve six months without Venezuelan petroleum for the first
time since nineteen fifty nine. Cuba becomes vulnerable to peaceful
regime change. Cuba has mountains of repudiated sovereign debt trading
for pennies if the regime collapses. This becomes one of
the most explosive asymmetric plays of the decade. The post
Maduro hemisphere a US reset Venezuela reconstruction, boom oil fields,
secured economic stabilization without occupation, Cuba regime loses lifeline, collapses
under economic gravity. Panama Canal returns to US control. China
loses its Caribbean beachhead and leverage channels. United States reasserts
hemispheric dominance with minimal military risk. Final thought, The Caribbean
chess board is shifting fast. Venezuela is the spark, Cuba
is the ideological prize, Panama is the strategic prize. China
is the hidden antagonist. Oil is the entry point, not
the exit strategy. History only opens windows like this once
in a generation. Trump appears ready to climb through it.
If you want to understand the cycles driving all of this.
For a deeper look at the geopolitical and economic forces
reshaping the world right now, the capital flows, the sovereign shifts,
the commodity cycles, you need to read the Armstrong Economic Code.
It's the handbook for understanding major turning points in global power,
currency collapse, dynamics, the rise of commodities and hard assets.
Why silver and gold are moving exactly as they are,
How to navigate the chaos of twenty twenty four twenty
thirty two readers call it the Rosetta Stone for global cycles,
or to us get the Code now. If you're following
the unfolding realignment in the Caribbean of Venezuela, q, China,
Panama and the coming commodity supercycle, this book gives you
the blueprint.
Speaker 1: Thanks for listening to Carrie Letz's Financial Survival Network, your
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