Leadership1 publisher3 min readPublished
Waiting for Cuba's one-party system to implode raises the price of what follows
Marco Rubio told Axios in August that Cuba's government could survive into 2028 or beyond. A Foreign Affairs account of Havana in June describes a state that is losing the capacity any transition would need.
The Board Room · Leadership desk

What happened
- A February tariff threat against countries supplying oil to Cuba, Trump's warnings of military action and reports of secret talks led many to expect either a power-sharing deal or a Venezuela-style operation.
- Rubio told Axios in August that the policy's timeline had shifted and that the Cuban regime could survive into 2028 or beyond.
- The Foreign Affairs account dates the contraction, the fraying social cohesion, the rising crime and the demographic decline to years or decades before the oil cutoff, with each now accelerating.
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Why it matters
- constraint Each month of impasse leaves a worse starting point for whoever governs next, because the essay's argument is that today's conditions harden into the starting conditions of any transition.
- decision Anyone planning around a near-term opening in Cuba now has to work against a date the Secretary of State himself put past 2028.
- contradiction The three readings of Rubio's remarks (a bluff, a deprioritization, or a decision to wait the system out) point in different directions, and nothing in the record shows which one is operative.
- cost The bill falls on the Cubans the essay describes as too poor to enter the private sector, and on whoever eventually pays to rebuild the services the state stopped delivering.
The essay puts the causation in a specific order. Collapse was triggered by the regime's unwillingness to reform and hastened by U.S. sanctions [16], and the trends it describes predate the foreign oil cutoff and the newest sanctions by years, if not decades [20]. Sanctions are an accelerant on a decline that was already running [26]. The pressure is also being applied to a state with less left to lose each year: outside its repression apparatus, that state is weakening fast [17].
The design institute makes the capacity problem literal. The building stood for 166 years and had housed a Spanish officers' club, U.S. occupation forces after 1898, Cuba's health ministry and, last, the design school [1]. It was declared uninhabitable years ago and collapsed partially twice during 2025, and nobody was sent to fix it [2]. In February the rest came down on several squatters [3]. The state had two recorded failures to act on before the fatal one [24]. When the essay's author visited in June, men were prying bricks out of the mound to cart off for makeshift houses [4].
Three readings of Rubio's August remarks are offered, and they are not compatible. One is that the administration is bluffing, holding extraordinary sanctions pressure in place either to restart the stalled talks or to misdirect Havana ahead of a military operation [13]. Another is that, with Washington entangled in Iran and managing Venezuela, Cuba has been demoted, left on life support with just enough fuel and food reaching private firms to prevent societal breakdown [14]. A third is that Washington has concluded that waiting for the one-party system to implode from within is the only viable path to regime change [15]. If the bluff reading is the right one, Havana's capacity to deliver services keeps falling while the bluff runs.
Havana rejected Washington's offer of U.S. investment and petroleum in exchange for President Miguel Diaz-Canel's removal and the privatization of the state oil company, and the Miami Herald reported that the backchannel had collapsed by late May [8]. In June, Havana enacted 176 economic reforms that expanded space for the private sector [9]. The Trump administration added new sanctions on state companies and regime officials while allowing limited U.S. fuel and food to reach the island through private distributors [10]. The reforms followed the rejection [25].
What still functions inside the state is selective. The author reports a joke heard in Havana: "Only two things work in this country: the state security apparatus and the hospitals." [22] The author wrote that it "was too generous to the hospitals" and that "Repression is the only thing the Cuban state still does well" [23].
For a decision taken this quarter, the only dated commitment on the record is Rubio's: "patience and persistence" [11], and a regime that could survive into 2028 or beyond [12]. For the decade, the essay's claim is that the wait is not cost-free, because current conditions calcify into the baseline for any future transition [21]. The essay gives no figures for the contraction, the inequality or the crime it describes [27]. Its forecast is that unless the course is reversed soon, rebuilding Cuba as a stable, prosperous and democratic place could become virtually impossible [5].
What to watch
- Whether the backchannel restarts, and whether any new U.S. offer still requires Diaz-Canel's removal and privatization of the state oil company.
- Whether the fuel-and-food carve-out through private distributors widens, or the February tariff threat on oil suppliers is enforced harder.
- Whether Rubio's 2028-or-beyond horizon holds once Venezuela is resolved one way or the other.