With CIA strike, signs Trump is 'shaping the battlespace' in Venezuela

Defense Secretary Pete Hegseth speaks as President Trump looks on at Trump’s Mar-a-Lago club on Dec. 22.

(Alex Brandon / Associated Press)

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Washington Bureau Chief

Dec. 31, 2025

1:54 PM PT

5 min

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Trump has repeatedly told the media that Maduro’s days in power are numbered.

The Pentagon has stationed nearly a quarter of the U.S. naval fleet in the Caribbean.

WASHINGTON — The day after Christmas is typically quiet in the nation’s capital. But President Trump’s decision to acknowledge a covert U.S. strike on Venezuelan territory, in an interview with an obscure local news outlet on Friday, set off a scramble in a drowsy Washington that has become a hallmark of the president.

Officials working on Latin America policy for the administration that had been closely tracking reports of refinery fires and other curious events throughout Venezuela couldn’t immediately figure out which target the president was talking about, three sources familiar with the matter told The Times.

Trump would later detail that the strike targeted a “dock area where they load the boats up with drugs.” But initial confusion from within his own government signaled just how tight a circle within the West Wing is determining whether to climb the escalation ladder toward war with Caracas.

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Trump initially confirmed he had authorized CIA actions in Venezuela in an exchange with reporters on October. While the administration is obligated to report covert CIA operations to Congress, more robust congressional authorization is required for the use of military force.

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Trump initially seemed to confirm a strike in what appeared to be an impromptu radio interview Friday, and when questioned Monday by reporters about “an explosion in Venezuela,” he said the U.S. struck a facility where boats accused of carrying drugs “load up.”

Dec. 29, 2025

“I authorized for two reasons, really. No. 1, they have emptied their prisons into the United States of America,” Trump said at the time. “And the other thing, the drugs, we have a lot of drugs coming in from Venezuela, and a lot of the Venezuelan drugs come in through the sea.”

The strike comes as Venezuelan authorities have increased the number of U.S. citizens detained in their custody, the New York Times first reported on Friday. Caracas had freed 17 Americans and permanent residents held in notorious Venezuelan prisons at the start of the Trump administration.

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Evan Ellis, who served in Trump’s first term planning State Department policy on Latin America, the Caribbean and international narcotics, said it was “unclear whether the initial plan was for this operation to be publicly announced in an interview by the president.” Venezuela’s dictatorial president, Nicolás Maduro, “was certainly confused about it,” he said.

“It would make sense for them to do something like that, rather then a military strike, especially right now when there’s a delicate line between military operations and other things,” Ellis added. “My sense is — to the extent the president has acknowledged it — that this was them carrying out their mission to shape the battlespace in support of broader national objectives.”

But Trump has yet to articulate the full scope of those objectives, leaving observers to wonder whether regime change in Venezuela is his true, ultimate aim.

Trump has repeatedly told the media that Maduro’s days in power are numbered. The administration refers to him and his regime as an illegitimate narco-state terrorizing American communities. On a bipartisan basis, going back to Trump’s first term and throughout the Biden administration, the United States has recognized a democratic opposition in Venezuela as its rightful government.

But a military war on the drug trade would make little sense targeting Venezuela, where only a fraction of illicit narcotics smuggled into the United States originate. Trump has hinted in recent weeks at other motives driving his calculus.

Over the last four months, the Trump administration slowly ramped up its pressure campaign on Maduro, first by targeting boats allegedly carrying narcotics and drug smugglers in international waters before announcing a blockade of Venezuelan oil tankers. Venezuela’s oil exports have consequently plummeted by half over the course of the last month.

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On Wednesday, the Treasury Department also issued sanctions against four companies that it said were either operating in Venezuela’s oil sector or as accompanying oil tankers.

“Maduro’s regime increasingly depends on a shadow fleet of worldwide vessels to facilitate sanctionable activity, including sanctions evasion, and to generate revenue for its destabilizing operations,” the department said in a statement. “Today’s action further signals that those involved in the Venezuelan oil trade continue to face significant sanctions risks.”

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Venezuela’s National Assembly has approved a measure criminalizing activities that hinder navigation and commerce, including the seizure of oil tankers.

Dec. 23, 2025

The Pentagon, meanwhile, has stationed nearly a quarter of the U.S. naval fleet in the Caribbean since the summer, in what Trump has referred to as a “massive armada” without precedent in the region.

While Venezuela’s current oil output is modest, the nation sits on the world’s largest known oil reserves, offering significant potential access to any future strategic partners. China is currently the largest importer of Venezuelan oil, and at least one tanker subjected to the U.S. blockade has sought protection from Moscow, Maduro’s chief military ally.

Addressing the blockade in an exchange with reporters, Trump said he had spoken with top U.S. oil executives about what the Venezuelan market would look like with Maduro no longer in power. And he suggested the U.S. government would keep whatever barrels are seized, hearkening back to Trump’s campaign, throughout the 2010s, for the United States to control the oil fields of Iraq as the spoils of its war there.

“We’re going to keep it,” Trump said last week, of the 1.9 million barrels of Venezuelan oil on the first tanker seized. “Maybe we’ll sell it. Maybe we’ll keep it. Maybe we’ll use it in the strategic reserves. We’re keeping it.”

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“We’re keeping the ships, also,” he added.

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