Michael Paarlberg is a Senior Non-Resident Fellow at CIP
On September 2, the House Oversight Committee released documents related to Jeffrey Epstein in an attempt to defuse public pressure over the sex trafficking case, and President Trump decided to blow up a boat.
The boat was somewhere in the Caribbean Sea, and according to the Trump administration, was a drug smuggling vessel containing cocaine bound for the United States and crewed by 11 people who died in the airstrike. This strike followed weeks of a large US military buildup close to Venezuelan waters that included eight warships, an attack submarine, a Marine Expeditionary Unit, and air support. Assuming the official narrative is true, it took one of the largest naval deployments in the history of the Caribbean to take out a single four engine go-fast boat with a cargo hold of 3 tons.
Was this a counter-narcotics operation? If it was, it wouldn’t have taken an entire fleet and millions of dollars a day to carry it out. Taking out drug vessels is something the US Coast Guard does regularly. They track boats bound for US waters, intercept them, board them – using lethal force if necessary – arrest crews and seize drugs. This is their job and they are good at it. In comparison to the perhaps 3 tons sunk last week, a single US Coast Guard vessel, CGC Hamilton, interdicted and seized 38 tons of drugs in the last two months alone. If the idea was to impose a cost, it is the US that is on the losing end of this equation, not the cartel.

But many things about this operation don’t add up. What cartel was this anyway? The Trump administration claims the vessel and alleged traffickers belonged to the Venezuelan gang Tren de Aragua. On the face of it, this makes little sense, as TdA is not a cartel as we understand the term. It is not a transnational drug trafficking organization: members engage in street-level dealing, mostly in cities in South America, but they are not known to engage in smuggling shipments of drugs across borders or oceans. They are, fundamentally, a street gang, whose business model is human trafficking and extortion rackets targeting Venezuelan refugees who fled that country’s economic collapse to Colombia, Chile, Brazil and elsewhere, with only a minor presence in the US at best. Indeed, eleven people is a suspiciously large number for smuggling vessels of this size which are normally crewed by three or four because the more people, the more weight and the fewer drugs you can smuggle in one shipment. If it was TdA, they would be more likely to be smuggling migrants, not drugs, making the death count significantly higher. It’s also possible it was just eleven people on a boat.
Blow This Joint
Was this a pretext for regime change? In its naval mobilization, the Trump administration has made reference to another alleged cartel, the Cartel of the Suns. Unlike Tren de Aragua, which is at least a real gang, this isn’t even a formal organization at all, but rather a term used to describe various Venezuelan political and military officials who profit from money laundering and other illicit rackets – much of which are designed to get around US sanctions. Insofar as there is corruption within the Venezuelan regime, this is well known. President Nicolas Maduro has made a show of arresting one of the key figures in this network, former vice president and oil minister Tareck El Aissami, as a means of distracting from the endemic corruption throughout his regime. Most of it is pedestrian in nature: Maduro allegedly got $35 million in bribes from the Brazilian construction company Odebrecht to win Venezuelan public works contracts. Most public corruption looks like Odebrecht, not Tren de Aragua, but procurement fraud isn’t a useful pretext for military action.
But military action doesn’t serve either purpose. If you want to break up a drug cartel, blowing up a boat does little to accomplish that, unless you believe cartels only own one boat. You arrest traffickers, seize evidence, and build cases against them. If you are targeting government officials, you flip your perpetrators to get to the bigger fish at the top. This is what federal prosecutors do, and they are also good at it. The Department of Justice succeeded in putting the former president of Honduras in prison by doing exactly this.
As for stopping drugs, as I and other authors write in a new edited volume on the global cocaine trade, it makes little sense to focus on boats coming from Venezuela at all. Cocaine, famously, comes from just three countries, Colombia, Peru, and Bolivia, none of which are Venezuela. Most of it goes through Mexico, or maritime routes in the Pacific Ocean. The largest quantities are smuggled on container ships, not speedboats. Venezuela serves as a pass-through for a minor corridor in the Caribbean, but it is one of a number of way-stations starting in Colombia and continuing on to the Dominican Republic and then to Puerto Rico, from which drugs are more easily smuggled into the mainland US. It’s not even certain that the crew of the vessel were Venezuelan at all, as Dominican drug trafficking organizations partner with Colombian and Venezuelan counterparts in this supply chain. And while cocaine production is currently booming, this is being driven by a surge in demand from Europe, not the US. Today, the drug of choice for American consumers is not cocaine but fentanyl, a synthetic drug that doesn’t come from Venezuela, but largely Mexico using precursors from China, and is increasingly produced in the US.
Assassin’s Screed
The reason we don’t conduct airstrikes on China or Puerto Rico is, presumably, extrajudicially assassinating Chinese or US citizens would be a bigger deal than killing Venezuelans. To be clear, this was an illegal act, under US and international law. Assassination is against the law according to the War Crimes Act, Uniform Code of Military Justice, and Executive Order 12333, as well as the International Covenant on Civil and Political Rights. Not that those have stopped the US in the past, or other countries for that matter. Past administrations, Democrat and Republican, have assassinated individuals deemed national security threats, famously Osama bin Laden but also US citizens such as Anwar Al-Awlaki, both ordered by President Obama. Thus there is a precedent, legal or not, for killing accused terrorists in other countries without trial, one which President Trump put into process earlier by designating Tren de Aragua and other criminal gangs to be Foreign Terrorist Organizations. Other countries have adopted similar rationales, including Colombia, which in 2008 killed FARC commander Raul Reyes in neighboring Ecuador.
But as with the US raids in Pakistan and Yemen, and Colombia’s in Ecuador, these had severe political blowbacks that hobbled counter-terrorism efforts afterwards. Pakistan exposed the CIA station chief, and doubled down on backing the Taliban in Afghanistan as insurance. Yemen came to be dominated by the Houthis, a US opponent. Multiple countries cut ties with Colombia. One could argue, as Obama did, that assassinating key terrorist leaders such as Osama bin Laden was worth the blowback.
We may never know who these eleven people were, but it is highly doubtful that any of them were top leaders in either Tren de Aragua or the Maduro regime. Cartel bosses do not sit on boats personally escorting drug shipments, nor do government officials. So the payoff may be low, but the cost may also be low, as the Trump administration sees it: Venezuela is a pariah state already under crippling US sanctions, and Maduro is a corrupt autocrat who stole the last election. But such a strike can only be a blessing for Maduro. It turns what should be a criminal matter into a matter of national sovereignty, something he can use to rally support from neighbors who don’t like him. And those neighbors matter more to the US than Venezuela, such as Brazil. Last year, Lula had been a cautious critic of Maduro, blocking Venezuela’s accession to BRICS in response to the stolen election. It is hard to imagine him taking such a stance today.
The Big Stick-Up
The boat strike will only hasten the decline of US influence in Latin America, where China has already replaced the US as the top trade partner in most of the region even before the Trump tariffs. Countries will have few reasons to cooperate with the US on pressuring rogue actors like Maduro to respect elections or stop jailing opponents. Even Maduro had been playing ball with the US on the issue that matters to Trump the most, immigration, accepting deportation flights from the US. And despite the hostilities, the Trump administration has been quietly making deals with Maduro as well. In July of this year, Trump issued an oil license for Chevron to resume doing business in Venezuela, worth hundreds of millions of dollars a year to the Venezuelan government. It’s not hard to guess what Maduro cares about more, upwards of a billion dollars in oil revenues, or eleven guys in a boat.
In this context then, the boat strike looks more like a negotiating ploy by the Trump administration to put pressure on Maduro to continue making deals, whether to do with deportations, oil, or murkier interests represented by grifters and internet personalities. It’s beneficial to both figures: Maduro rallies his neighbors against a shared threat to the north, and Trump rallies his base with a foreign bogeyman, and shifts the media narrative away from his old friend Epstein. And with other legal cases, such as with MS-13, it’s more convenient for the Trump administration to not have them go through the courts, for fear of what corrupt deals may come out at trial. Of all the defenses of the boat strike on social media, the oddest was the refrain that due process is “woke.” Is it woke to break up cartels and put drug traffickers in prison? The enthusiasm for performative military action betrays a deep distrust in the police, prosecutors, and justice system as a whole. This is the kind of thing that leads to vigilantism, the breakdown of state institutions, and the rise of autocratic regimes like Maduro’s.



