These actions are the latest installments in a mounting campaign the U.S. launched in early September, signaling a shift from isolated interdictions into sustained military pressure.
On September 2, U.S. forces struck a vessel in international waters, killing 11 people, and claimed that it belonged to the Tren de Aragua gang and was laden with narcotics. Just over a week later, Washington unveiled an extensive naval deployment comprised of eight warships, a submarine and thousands of troops and launched a second attack against another alleged smuggling vessel, sending a clear message that the operation is systematic rather than episodic.
Then, in early October, the administration formally alerted Congress that the United States was in “armed conflict” with regional drug cartels, and promptly followed with another strike off Venezuela’s coast, killing four.
What began as maritime interdictions has evolved into a strategic escalation — combining naval power, aerial presence, covert action, and legal redefinition of cartels — in what appears to be an intensifying, long-term confrontation.
Ryan Berg, director of the Americas Program at the Center for Strategic and International Studies, tells The Cipher Brief the strikes “represent a paradigm shift in how the United States conducts counternarcotics.”
“Previously, the United States would board and search vessels and make arrests. Driving much of this paradigm shift is the foreign terrorist designations on more than a dozen organizations,” he continued. “The administration wants to send the message that this is not just a rhetorical shift, but that this is a shift with meaning. We deal with terrorists differently than we deal with criminals.”
From Quiet Waters to Strategic Theater
For decades, the Caribbean was viewed in Washington as a quiet, if troubled, backyard, important for migration and commerce, but hardly central to global competition. That calculation has changed. Today, the region is framed as a frontline of American power, where the U.S. confronts a convergence of transnational threats — from drug trafficking and irregular migration to external influence from China, Russia, and Iran — that unfold just off its own shores.
Michael Shifter, adjunct professor at Georgetown University and former president of the Inter-American Dialogue, tells The Cipher Brief that the strikes “will have a critical impact on the Caribbean security situation.”
“For the first time since the Panama invasion in 1989, the U.S. has carried out combat operations against assets allegedly connected to a Latin American government,” he noted. “That the strikes were conducted without regard to international law has unnerved other regional governments and made them wonder if they might be the next target.”
For much of the post-Cold War era, the Caribbean was not a primary theater for U.S. grand strategy. Policymakers often focused on the Middle East, Asia, and Europe, leaving the islands and waterways between Florida and South America to languish in relative neglect. The U.S. presence was episodic and reactive — providing disaster relief after hurricanes, conducting occasional counternarcotics patrols, and offering modest development aid.
But adversaries were not idle. China deepened infrastructure investments, secured port access, and trained regional military officers in its academies. Russia provided defense diplomacy, intelligence cooperation, and symbolic shows of force. Iran, though less prominent, found opportunity through Venezuela and proxy networks. These activities chipped away at U.S. primacy, testing whether Washington’s absence created a strategic vacuum.
“The presence of the expanded array of U.S. surveillance assets, cruisers, destroyers, amphibious ships, F-35 fighters, and other forces, in conjunction with the demonstrated use of force and reported planning for strikes inside Venezuela, are visibly driving panicked reactions by the Maduro regime,” Evan Ellis, research professor of Latin American studies at the U.S. Army War College Strategic Studies Institute, tells The Cipher Brief. “This demonstrates that the U.S. is willing to go beyond traditional law enforcement interception protocols to use lethal force against suspected drug boats.”
A Renewed U.S. Deterrent Strategy
The Trump administration has reframed narcotics networks as “narco terrorists,” a label that blurs the line between law enforcement and national defense. This allows for military strikes against what once would have been considered criminal targets. The Venezuelan boat destroyed on September 2 is the most vivid example yet, and it sparked immediate backlash from governments in Caracas, Bogotá, and across the Caribbean.
Venezuela condemned the strike as a violation of sovereignty, with Nicolás Maduro mobilizing civilian militias and promising to defend territorial waters. Colombia’s President Gustavo Petro went further, calling for international investigations into U.S. officials for what he termed unlawful killings. Fishermen in Trinidad and Tobago expressed concern about being caught in the crossfire, as expanded naval patrols threatened their livelihoods and heightened the risks to civilian vessels.
From Washington’s perspective, these costs are tolerable compared to the benefits of deterrence. Deploying advanced assets — such as F-35 fighters to Puerto Rico — signals that the U.S. views the region as strategically vital. The administration is also seeking to highlight the deterrent value of its strikes, suggesting they could disrupt smuggling operations and complicate adversaries’ strategic planning.
Still, questions loom about legality and proportionality.
“Unilateral U.S. military operations in Latin America have a long and often unhappy history,” Shifter said. “They remain extremely sensitive and touch a nerve in the region.”
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The Policy Evolution: From Reactive to Strategic
The idea of a sustained U.S. Caribbean policy, however, is not new. The 2020 U.S. Strategy for Engagement in the Caribbean outlined plans for expanded diplomacy, development, and security cooperation. Yet progress was limited by competing priorities and budget shortfalls.
What has changed in 2025 is the scale and framing of U.S. involvement. Rather than treating the Caribbean as an ancillary focus of counternarcotics or disaster relief, the Trump administration now casts it as a frontline of national defense. The deployment of warships and high-tech aircraft, the aggressive legal redefinition of cartels, and the diplomatic outreach led by Secretary of State Marco Rubio all point to an institutional pivot.
Congress is also being drawn into the mix. The reintroduced Caribbean Basin Security Initiative Authorization Act would allocate $88 million annually through 2029 for security cooperation. The measure reflects recognition that sustained resources, not episodic funding, are necessary to compete with external powers.
Risks, Imperatives, and What Comes Next
The road ahead carries both promise and peril. On the opportunity side, elevating the Caribbean to a strategic priority acknowledges geographic fact: the region sits on America’s doorstep, with busy sea lanes and chokepoints that have often been overlooked in U.S. defense planning. A credible deterrent posture, paired with investments in governance and development, could help steady fragile environments and blunt the appeal of rival powers.
Yet the risks of escalation are considerable. Misidentifying a civilian vessel, overreaching in the use of force, or neglecting consultation with regional partners could provoke backlash that undermines U.S. legitimacy.
“It is doubtful that the U.S. strikes will be effective in stopping the flow of narcotics,” Shifter cautioned. “Traffickers will adapt, alter their routes and try to minimize risks. Retaliation by criminal groups cannot be ruled out.”
Ellis warned of another danger: the aftermath of regime change in Venezuela.
“The biggest risks of such an operation would be whether Maduro could be captured alive. The other risk is that, in the absence of a more enduring U.S. force, the legitimate government of Edmundo González would not be able to establish order and control over the military,” he pointed out. “A post-Maduro Venezuela could degenerate into a free-for-all between criminal factions, guerrilla groups, sindicatos, and pranes — with Cuban and Russian elements fueling instability.”
Berg, by contrast, argued that regional cooperation has been robust.
“What has been great to see is the regional support for the United States’ deployment. Jamaica, Trinidad and Tobago, and Guyana have been vocally supportive,” he said. “The Dominican Republic, Ecuador, Peru, Paraguay, and Argentina have all declared the Tren de Aragua to be a foreign terrorist organization in the last month. Countries in the region appear open to a different approach, and some are even synchronizing their approaches with the United States on counternarcotics.”
The strike that killed 11 people was both a tactical hit on a trafficking network and a symbolic declaration of intent. What follows will decide whether this marks the start of a durable doctrine — or an overreach that produces more instability than it resolves.
“More consistent presence in the region will be key to ensuring that the United States can secure its interests,” Berg added.
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