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Macro

Cuba pressure - the squeeze is widening

Treasury posted new Cuba-related actions this month ofac.treasury.gov, prosecutors announced charges against Raúl Castro over the Brothers to the Rescue shootdownpbs.org apnews.com), and Trump then said it was likely he would order strikes on Cuba democracynow.org. The why is clearer than the rhetoric: Rubio says Havana is a serious U.S. national-security threat because of its security and intelligence ties with China and Russia npr.org, while sanctions lawyers say the new measures create a broad risk for third-country entities and deepen the fuel squeeze by deterring shippers, banks and insurers from touching Cuba at allsteptoe.com fdiintelligence.com). Against an economy already short of fuel and hard currency, even incremental compliance risk can shut off the last willing counterparties. The apparent endgame is not a quick headline win but a longer de-risking spiral that leaves Havana with less fuel, less finance and less room to host Chinese and Russian activity, with the legal case and strike talk adding deterrence on top of the embargo mechanics. What changes the frame is whether this stays a sanctions-and-law squeeze or moves into actual interdiction or strikes.