Cuba Nears 'New Capital Cycle'
A recent strategic briefing suggests Cuba is at a market inflection point that could trigger a "new capital cycle" for the entire Caribbean region. Potential shifts in U.S.-Cuba dynamics are expected to have significant impacts on tourism, hospitality, port logistics, and agricultural supply chains.
Recent U.S. policy has intensified economic pressure, redesignating Cuba as a state sponsor of terrorism and tightening sanctions. Concurrently, the White House has initiated high-level talks and is considering authorizing fuel sales to Cuba's private sector, a move aimed at increasing Washington's leverage over the island's economy. Despite a government focus on tourism investment, the sector is in a steep decline, with visitor numbers in 2025 down nearly 70% from their 2018 peak. Hotel occupancy languished at just 21.5% in the first half of 2025, even as state investment in hotel construction was 4.6 times higher than spending on agriculture, education, and health combined. Cuba's agricultural sector faces a severe crisis, with critical shortages of fuel
