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Intelligence on the Cuban transition
Briefings
4 verified briefings on the Cuban transition. Published when a piece survives verification, not on a content calendar.
Geopolitics
The State Department's 100-page Cuba report announces no new action. Read against how Washington built its case before capturing Maduro, it is something more telling: the first move of a sequence Cuba's leaders have already watched play out next door.
Camilo Jaime · July 19, 2026
The Day-One File
For 47 years, you could drive your car onto a ship in Florida and drive it off in Havana. The route, the demand, and the licenses have all existed before. This file examines what the crossing looks like the day it becomes legal again.
Camilo Jaime · July 18, 2026
Signal Report
First readings from our proprietary demand archive on the Cuban economy: measured interest up roughly sixteen-fold since February, maritime logistics absorbing about half of all demand, and a news gauge running warm on crisis, not yet on opening.
Camilo Jaime · July 17, 2026
Geopolitics
Colombia just elected a president who gave the ELN a one-month ultimatum, and the guerrilla file runs straight through Havana. The regional architecture that long shielded Cuba is thinning, and it is measurable.
Camilo Jaime · July 17, 2026