For
more than six decades, Cuba defined itself as a unique revolutionary project in
the Western Hemisphere—a planned society, egalitarian in discourse, and
resistant to “imperialist pressures” since the victory of an apparent
revolution in 1959. This ideological discourse, however, has progressively
eroded in the face of evidence of an economy increasingly dependent on external
subsidies, unable to generate sustainable internal prosperity, and trapped in
political rigidity that has excluded plurality and democratic competition. The
Cuban Constitution of 2019 declares socialism “irrevocable” and the Communist
Party as the sole leading force, closing off any possibility of real democratization
and political liberalization.
Since
the early 2000s, with Hugo Chávez and later Nicolás Maduro, Venezuela served as
Cuba’s economic lifeline. More than 90,000 barrels of crude oil
daily—representing up to 80% of its energy needs—arrived in Havana on
preferential terms, even as part of a barter system that sent Cuban doctors in
exchange for fuel.
Every
time Venezuela's crisis deepened, the reduction in that aid intensified, until
between 2025 and 2026, with Nicolás Maduro’s capture and the reorientation of
Venezuelan oil, that flow was completely interrupted. Cuba faces a problem that
is not merely energetic but structural dependency. Without Venezuelan oil,
thermoelectric plants halt operations, causing prolonged blackouts.
Transportation and logistics grind to a stop, driving up costs for food and
basic goods. Consequently, the state loses its main tool for ensuring subsidies
and maintaining social control.
The
energy crisis overlays other deeply destructive factors, such as a structurally
weak economy that contracts continuously. Sectors like sugar, tourism, and
manufacturing have suffered severe setbacks amid inflation. Shortages are
endemic. Millions of Cubans have fled the island, shrinking the young
workforce, and the crisis is once again comparable to (or worse than) the
“Special Period” following the Soviet collapse of 1990.
The
Cuban exodus is not just demographic but a symptom of hopelessness that
undermines the legitimacy of any political project offering no viable future or
social mobility. As the economy collapses, the response from the Castro regime
and Miguel Díaz-Canel has been to ramp up repression and peddle useless
rhetoric of external threats. Detentions of several dissidents continue, and
political and social pressure intensifies.
This
raises a fundamental question: Will the economic crisis lead to the fall of the
communist political system? Empirical evidence and specialized analyses offer
important nuances. First, some observers of the crisis argue that while the
economy teeters on collapse due to blackouts, migration, and scarcities, there
is no clear evidence that Díaz-Canel’s regime will fall soon. This speaks to
the structural resilience of Cuban communist power, bolstered by control of
security forces, state media, and formal institutions (like the National
Assembly) that ensure a level of survival, even without prior economic support.
Second,
the regime has shown openness to dialogue with the United States and seeks
diplomatic concessions once unthinkable, though without committing to
fundamental political changes. For Díaz-Canel and Cuba’s current elites, the
revolution is ideologically and politically ineffective. Moreover, China,
Russia, or other states might offer symbolic or limited support to avert total
collapse, though such aid cannot replace a prosperous economy.
Third,
where the regime may weaken is not solely in traditional political arenas but
in the erosion of cultural and social legitimacy: a people with no future
expectations, no mobility, and lacking basic energy can become more indifferent
or even hostile to a system offering no solutions. Cuba has become a state
owned by a caste—loyal to Castroism—awash in internal privileges and
disconnected from society. That ruling class has monopolized access to certain
resources and promoted a monolithic narrative where any dissent is seen as
“treason” or “foreign interference.”
That
power monopoly is one of the main causes of the absence of authentic democratic
prospects. And though the economic structure collapses, a transition to a
democratic or pluralistic system is not linear, as it involves social,
cultural, and geopolitical reconfigurations that could take decades and are
subject to internal tensions and U.S. pressures, which are not interested in
democratization but in direct control and the root destruction of communist
elites.
Cuba's
current crisis—accelerated by the interruption of Venezuelan oil and
intensified sanctions—represents a profound historical threshold. It is not
merely economic but a turning point in the revolutionary narrative, a fracture
between a political project that promised emancipation and a daily reality of
scarcity, poverty, emigration, and resignation to a nonexistent future.
Moreover, the model's implosion does not automatically guarantee positive
democratization; rather, it opens a zone of uncertainty where the communist
regime could survive through cosmetic reforms and strategic alliances.
Popular
pressure may increase, but without an organized, cohesive opposition with
viable alternatives, it could all be in vain. External factors (international
pressure, sanctions, and conditional aid) may deepen the crisis without
necessarily provoking genuine democratic change.
At
this moment, Cuba's history is that sad end of an island trapped between its ideological
past, the brutal arithmetic of international markets, and its people's
fragmented democratizing aspirations. The outcome—whether definitive shipwreck,
gradual transition, or distinct authoritarian reconfiguration—remains
unwritten, though it will be a crucial chapter in the contemporary history of
the Caribbean and the failed revolutions of the 20th century.
Finally,
Cuba is neither—and will not be—China, nor an Eastern European country in the
1990s. This historical and structural difference is decisive for understanding
its lack of exit. Castroism and Díaz-Canel cannot replicate Deng Xiaoping’s
pragmatic reforms, lacking continental scale, a massive investor diaspora
integrated into the state project, and above all, a technocratic elite willing
to sacrifice ideological dogma for sustained growth.
The
Cuban Communist Party has not shown the instrumental flexibility of the Chinese
Communist Party, which embraced the market as a tool without relinquishing
political control. Cuba is not Poland either, lacking the social, religious,
and union conditions that enabled the emergence of the “Solidarity” movement and
leadership like Lech Wałęsa’s, capable of articulating a morally legitimate,
democratic, organized opposition with international anchorage.
Isolated,
impoverished, and with a civil society dismantled by decades of repression and
emigration, Cuba is trapped in an infernal historical limbo: without an
effective authoritarian path to economic modernization, nor a plausible
democratic transition, condemned to administer permanent decay as its form of
government.
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