Transcript
Gil Guerra (0:00)
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Kevin Williamson (0:07)
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Gil Guerra (0:10)
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Kevin Williamson (0:17)
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Jonah Goldberg (0:52)
Welcome to the Dispatch Podcast. I'm Jonah Goldberg, sitting in for Steve Hayes. On today's roundtable, we'll discuss the nationwide blackouts in Cuba, the future of the ruling Communist Party, and whether or not Cuba is next to be in the crosshairs of the Trump administration's foreign policy. Dispatch contributor and Latin America expert Gil Guerra joins us today to discuss his in depth explainer for the Dispatch, will Cuba be the next to fall? Which you can find in this episode's show Notes. I'm also joined today by my Dispatch colleague Kevin Williamson and Dispatch contributor Megan McArdle. Let's dive in. All right, so let's jump right in, as Steve Hayes likes to say. Gil, why don't you sort of just help us out here with a level setting, bird's eye view of what the state of play is with Cuba. What are you seeing? What do you think's about to happen? You had that great piece that I referenced earlier.
Gil Guerra (1:59)
Great. Thank you. And thank you for having me back on. This all began with the blackouts that started in March, but the history of the blackouts actually goes a little bit further. And you might think that given the decrepit state that Cuba is in, that blackouts have been a regular feature of Cuban life for longer than it has been. But they're actually relatively recent. Cuba's last blackout before the modern period was in 2004, and their electricity problems really started around 2020 because their electrical grid entirely runs on diesel. It's a very old system. It's a Soviet era system that in some cases was built in 1950s. Many of the components were built in the 1970s at the latest, but their problems really began in 2020 for two reasons. The COVID 19 pandemic really took out the tourism revenue that they were relying on, and the Venezuelan oil that they also relied on began to dry up as well. So this led to the first wave of rolling blackouts that occurred in 2021, where there were protests that became known as the July 11 protests. They were the most significant protests on the island that had occurred in several decades. They were brutally crushed within three days or so, but their problems continued. They had several major blackouts in 2024 through 2025 as well. And the most recent ones are significant because all of the previous blackouts in recent years have had an identifiable mechanical component or some sort of physical component. So some of them were caused by hurricanes that struck the island and disabled power plants. Some of them were due to mechanical failures of power plants. These are the first blackouts that have occurred because the system is coll under its own weight and because the fuel shortage has really put a lot of strain on the electrical system. So it only took a few months until the actual grid collapsed on its own. And the reason why the blackouts really matter for Cuba is because it impacts life on several different dimensions. So everyday Cubans use electricity or rely on electricity for food in ways that many people in other countries don't. So the way that Cubans have historically prepared themselves against food shortages is by stockpiling perishables and freezing them. So the first wave of blackouts for many Cuban families, especially ones that are not particularly wealthy, it really depleted their entire stocks of food that they had built up for months and for even years. So now that entire lifeline has been cut. Many other people use electrical heaters. They also use electricity, obviously, to power fans. Cuba is a very hot island. And so the way that the Cuban system has discouraged protest and has continued repression is basically by trying to use a socialist model of just providing people with the bare necessities and making them reliant on the state for those bare necessities. Obviously, when those bare necessities are no longer being delivered, you get more of the kind of protests that we've been seeing. So the blackouts led to what has now been protests that have eclipsed the July 11 protests in 2021. In duration, they have died down a little bit in intensity because the Cuban police have started preemptively arresting some of the organizers or some of the people participating in them. We got news on Sunday evening that the Trump administration had decided to allow a Russian tanker carrying some crude oil to actually break the block that we had on oil going to Cuba, which, according to the estimates that I've seen, should give the island about anywhere from nine to 12 days of electricity use. And even beyond then, we've seen that they do have some storage in order to keep facilities running. And they tend to redirect that specifically for use by the military and use by the government as well. But despite that, it seems that the theory the Trump administration is pursuing is one where Cuba collapses, which is a slightly different variation of the theory of how the embargo or pressure on Cuba would lead to regime change in Cuba. Historically, it's more of a different theory in some ways of that, but that seems to be where we are. And I think that there are a number of different factors that are unique to this time period and this moment in history that make it more complicated and also more volatile than U.S. cuba relations have ever been.
