This week’s edition opens with Quick Notes on three developments shaping Cuba’s short-term outlook: the continued depreciation of the peso as the official FX market for households and the private sector (Segment III) fails to anchor expectations; a new government “reorganization” package that explicitly signals tighter rationing and tougher conditions for households; and a geopolitical reset that could narrow—or reshuffle—Cuba’s external options.
By the Numbers uses a stark metric—460,000 barrels—to reveal the thinness of Cuba’s oil buffers and the costs of failing to build resilience.
In Depth connects Venezuela’s trajectory to Cuba’s economic model, showing how preferential external arrangements reduce pressure for domestic reforms—and raise the costs when the arrangements disappear.
Finally, Recommended Reading further explores what losing Venezuelan support means for Cuba and how President Trump’s Board of Peace initiative could challenge BRICS+ cohesion.
