Monday, December 22, 2025

CIPI Paper by Fulton Armstrong on Trump's Potential Moderation

Drivers That Could Force a Moderation of Trump’s “Maximum Pressure” Policies 


Fulton T. ARMSTRONG 

Center for Latin American and Latino Studies 

American University 

Washington, DC 


Thank you, Ambassador Cabañas and your team at CIPI, for inviting me again to this 

important conversación. 

The Trump Administration so far has faced little or no opposition to the continuation and 

deepening of its “maximum pressure” policies to achieve “regime change” in Cuba. Indeed, 

reactions have been subdued even as the Administration tightens its noose around the 

neck of Venezuela in a major escalation of efforts to tear down Cuba as part of what former 

National Security Advisor John Bolton, the original architect of the Administration’s current 

Latin America policy, called the “Troika of Tyranny.” But U.S. economic problems, 

competing foreign policy priorities, and other factors could mitigate those tactics. 

Note, please, my use of the word could. It is a weak word in analysis, but I feel it would be 

too risky to say will or even probably will at this juncture. That’s to some degree because 

this is the most opaque, non-consultative Administration that I have seen in my lifetime, 

which has included more than 30 years in an array of positions in the intelligence 

community, State Department, White House, and Congressional staffs. We have no honest 

information about its deliberations and are forced to analyze it from outside a high wall. The 

noises that we occasionally hear about what passes for policy debate are muffled, self

censored, and usually manipulative. But we outsiders aren’t dummies, and it’s not hard to 

see what the Administration has done, is doing, and intends to do. 

From the outside, we can reliably say that Secretary of State Marco Rubio, who occupies 

the two top foreign policy positions, is the loudest of several voices on Latin America policy. 

The words of “Special Missions Envoy” Richard Grenell and Deputy Secretary of State 

Christopher Landau are audible through the wall at times, but it is Secretary Rubio – who 

has built his political career on opposition to the government of Cuba and in recent years 

Venezuela – who seems to have a strong head of steam. 

• He is buttressed by a State Department bureaucracy that has been largely Monroe

ist for decades, and almost always careerist. Many functionaries cringed when Bill 

Clinton apologized to Guatemala for U.S. excesses and Barack Obama declared the 

Monroe Doctrine dead and said Latin America and the Caribbean weren’t our 

“backyard” but rather our neighborhood of partners. Even the normalization process 

launched by President Obama and President Raúl Castro – which for two years was 

a bandwagon that many of our bureaucrats jumped on – was dropped like a hot 

potato the minute that political winds in Washington shifted. Our bureaucrats take 

good care of their careers. 

• Rubio is also supported by the beneficiaries of the many “democracy promotion” 

programs that he steered for years in the U.S. Senate. During my years as a senior 

professional advisor to the Senate Foreign Relations Committee, Senators 

Menéndez and Rubio were briefed and given a say on many millions of dollars of 

grants and contracts that we were told were “too sensitive” for the committee’s 

Chairman, John Kerry, to be briefed on. Because of the clandestine and covert 

nature of the regime-change programs, we can’t know who most of these 

beneficiaries are and how many millions they have received – or even how much of 

the cash ever leaves Miami, Madrid, Prague, or Oslo – but we see their power in the 

use of “independent journalists” who flood us with information (real or fake) that 

serves their benefactors’ agenda. 

• The Administration also benefits from its essentially unchallenged domination of the 

narrative on Cuba, including its allegations about the so-called “sonic attacks,” 

“Chinese spy bases,” “human trafficking” in doctors, and other issues. That it 

pushes these memes and tropes is natural; all governments try to do it. Much of the 

Administration’s fake news is weak and verifiably wrong, but it is powerful because 

few in the political community, the media, and academia are willing to challenge it. 

Do a Google search of the names of Latin America experts who’ve challenged the 

fake narratives, and you’ll see the problem. Even in what we call “small town 

America,” these narratives are embedded in people’s minds – erasing the traditional 

common-sense reactions of people who wonder why we still have a 63-year-old 

embargo against a country that poses no threat. This is a big victory for the State 

Department, where bureaucrats ridicule the specialists who don’t challenge them. 

Another major plus for the Administration is that Cuba and Latin America rank low in U.S. 

people’s priorities, freeing it from significant oversight. Look for the reactions, even among 

our Latin America experts, about the Administration’s vigorous reassertion of the Monroe 

Doctrine – or what the White House is calling its “Trump Corollary” – and you’ll see why the 

Administration thinks it has a big green light to march on. Look at reactions to Washington’s 

punishment of Lula for not stopping the Brazilian courts’ necessary criminal action against 

Bolsonaro; its cash-on-the-barrelhead intervention in the Argentina elections; its sanctions 

against Colombia; its threats against Honduras if Trump’s preferred candidate didn’t win; 

its adulation of Bukele’s unconstitutional actions in El Salvador … and on and on goes the 

list. The U.S. media, as if starved to show the Administration that there’s at least one Latin 

American hero they love, have put a U.S.-nurtured political activist in Venezuela on a 

pedestal so high that they seem ignorant of the mis- and disinformation she has spread 

about cartels and “narcoterrorists” that don’t exist as well as the deep splits she has 

caused with other activists who have deeper experience than she. They also seem ignorant 

of the meaning for a Latin American politician to be urging U.S. military intervention in her 

country. 

Several factors, however, may begin to force the Administration to temper, or at least 

conceal, some of its zeal. These include major distractions at home and abroad. 

• I leave economic predictions to economists, but it’s not hard to see that the U.S. 

economy is not performing as the Administration claims it is. Biden’s inflation is now 

Trump’s. The lagging employment and income figures are Trump’s, as is the growing 

unhappiness about the gap between rich and poor. Biden’s trade policies may not 

have been brilliant, but Trump’s tariffs are now hitting home – so hard that he’s just 

authorized a $12 billion payout to farmers suffering from Chinese countermeasures. 

He has no response to the looming surge in healthcare costs. His answer on these 

matters has been to try to cook the data and commandeer the Federal Reserve, but 

that’s not going to increase productivity and put food on the table. At some point, 

he’ll be asked how much it costs for him to park the U.S. Navy off the coast of 

Venezuela for months on end. (Some estimates are $10 million per day.) And at 

some point, he’s going to have to face the music in the voting booth. The mid-term 

elections next year could (I repeat the word with embarrassment) clip his wings. 

• The Administration’s foreign policies aren’t doing too well either, which I believe in 

this case argues for greater caution rather than greater distraction. Efforts to muscle 

China on trade; find a lasting peace in Ukraine; enforce a ceasefire in Gaza and 

block Israel’s absorption of the West Bank; and coerce Western Europe to move in 

an authoritarian direction have so far failed. He boasted about bringing peace to the 

Cambodia-Thailand border, which is as tense as ever. He faces the same failure in 

the Rwanda-Congo conflict. Who knows what’s going to happen in Venezuela, but 

Trump has so far failed politically to calm the MAGA base concerned about another 

“forever war” and the fury over military decisions to kill survivors of missile attacks 

in the Caribbean. The investigations into those apparent war crimes are going to 

continue — and U.S. allies are going to move farther and farther away from us. 

Failure is often the driver of further distraction, but the low probability of success in 

Venezuela and, by extension, in Cuba suggests he’ll be careful (as long as he’s not 

seen as “TACO” – Trump Always Chickens Out). The most likely casualty would be 

Marco Rubio, who is the architect of the implementation of John Bolton’s “Troika of 

Tyranny” project. 

• The probability that Democratic, progressive, or liberal voices – whatever you want 

to call them – will surge and hold sway on issues like Cuba is low. It’s ironic that 

MAGA has demanded more accountability than they have so far. But if attacks on 

the current narratives do rise, they will reawaken common sense among previous 

supporters of normalization and trigger questioning of the “maximum pressure” 

policies. Democrats can’t agree on the time of day, let alone important policies, and 

many in the party establishment are compromised by the same donors as those 

influencing the Republicans. Indeed, where I grew up we would say the progressives 

“talk the talk but don’t walk the walk.” They urge policy shifts, but (as I assert above) 

they are loath to challenge the narratives upon which current policy is based. As I 

say, I don’t see such a reawakening as likely, but there’s at least a significant chance 

that, as the Administration’s promises fade, good journalists will tire of the fake 

news and demand of progressives a counterbalancing perspective. 

I would be remiss if I didn’t add that, while Cuba is indeed the object of the “maximum 

pressure” policies and is understandably preoccupied with efforts to maintain production 

and services that they target, the government probably could also better challenge the 

narratives that paralyze Washington debate. 

• One thing I observed over many years in Washington is that rightwing groups in the 

United States paralyze government deliberations on Cuba by chanting that “regime 

collapse” in Havana is imminent. They know that even clear-thinking policymakers 

are afraid to take up a politically challenging issue like Cuba when someone’s yelling 

in their ear that the “ripe fruit” is about to fall from the tree. Cuba’s problems with 

food, energy, and other basic services are feeding the Administration’s perception 

that its “maximum pressure” policies will succeed. (They did during the Biden 

Administration too, which tried to argue that the protests in July 2021 were some 

sort of watershed and that the song Patria y Vida would be the anthem of a new era.) 

• The playing field is not level – the U.S. is spending between $50 million and 

$60 million a year to run sophisticated social media and other campaigns pushing 

its narratives – but those of us who’ve watched Cuba in action for decades know 

that Cuba will accept the challenges. And we know that as Cuba overcomes its 

challenges, it can and will change the narrative. 

The drivers behind the Trump Administration’s “maximum pressure” and “regime change” 

policies are strong – we can’t deny it – but none of them is irreversible. 


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