11 January 2026

It’s Not About Drugs—Or Even Venezuela: Signaling and Strategic Competition - Modern War Institute

Ibrahima Diallo

Recent rhetoric surrounding the Venezuelan regime of Nicolás Maduro has framed US policy primarily through the lens of counternarcotics. This framing and the emphasis on Venezuela, however, risks obscuring a more consequential development vis-a-vis China’s expansion and growing influence across vital maritime and logistical corridors around the world.

If reinvigorating the war on drugs was the principal objective, Venezuela would be a suboptimal focal point. It is a secondary transit node, not a production hub. Cocaine is produced primarily in Colombia while the majority of US-bound flows transit through Mexico rather than the Caribbean. The scale of Venezuelan flows alone is out of proportion with the level of military activity seen in recent months. This discrepancy suggests that drugs are a tactical concern nested within a broader context.

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