Trump: THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA – ZERO!

Sources :

https://www.reuters.com/world/americas/trump-suggests-cuba-should-strike-deal-with-us-2026-01-11/

President Trump posted on truth social today :

Cuba lived, for many years, on large amounts of OIL and MONEY from Venezuela. In return, Cuba provided “Security Services” for the last two Venezuelan dictators, BUT NOT ANYMORE! Most of those Cubans are DEAD from last weeks U.S.A. attack, and Venezuela doesn’t need protection anymore from the thugs and extortionists who held them hostage for so many years. Venezuela now has the United States of America, the most powerful military in the World (by far!), to protect them, and protect them we will. THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA – ZERO! I strongly suggest they make a deal, BEFORE IT IS TOO LATE. Thank you for your attention to this matter. President DJT

Trump few days ago on Air Force One told reporters that Cuba looks like it is ready to fall.

Trump added "I don't know if they're going to hold out, but Cuba now has no income. They got all their income from Venezuela, from the Venezuelan oil."

Relations to stocks :

US Energy Giants (CVX, COP): Chevron and ConocoPhillips have long-standing claims and infrastructure interests in Venezuela. With the U.S. now overseeing sales to "rebuild infrastructure," these companies are the most likely to get the call to ramp up production.

• Defense Contractors (LMT, RTX, GD): The President explicitly cited the U.S. military as the primary protector of the region. Expect increased "operational" and "security" contracts as the U.S. establishes a permanent presence to guard the oil fields.

• The "Rebuilding" Play (CAT, DE): The administration plans to use oil revenue to rebuild Venezuela using "American Made" products. This is a massive tailwind for heavy machinery companies like Caterpillar.

• Caribbean Logistics (MATX): With Cuba facing a "zero oil" ultimatum, regional shipping and logistics will be volatile as the supply chain for the entire Caribbean is re-routed toward U.S. control.