Venezuela After Maduro, Explained
On Jan. 7, the Democracy Action Lab convened a panel to assess Venezuela’s political landscape following the U.S. administration’s recent removal and arrest of leader Nicolás Maduro.
The event, “Venezuela After Maduro: Democracy, Authoritarian Rebalancing, or Chaos,” included speakers María Ignacia Curiel, Héctor Fuentes, Dorothy Kronick, Harold Trinkunas, and Diego A. Zambrano. Moderated by Alberto Díaz-Cayeros, the discussion offered analyses of post-extraction scenarios that drew on comparative experiences, Venezuelan political dynamics, and theories of post-authoritarian and post-conflict transitions.
Housed in the Center on Democracy, Development and the Rule of Law (CDDRL), the Democracy Action Lab (DAL) combines rigorous research with practitioner collaborations. It is co-directed by Beatriz Magaloni and Díaz-Cayeros, both senior fellows at the Freeman Spogli Institute for International Studies (FSI). During the panel discussion, Díaz-Cayeros said that DAL is collecting and sharing resources on the situation in Venezuela.
Authoritarian rebalance
Maduro served as president of Venezuela for more than 10 years before he was ousted Jan. 3 in a U.S. military operation that brought him to America to face narco-terrorism charges.
Trinkunas, a senior research scholar at FSI’s Center for International Security and Cooperation (CISAC), discussed the possibility of Venezuela transitioning to democracy, especially given the opposition's overwhelming victory in the 2024 presidential elections. But an authoritarian rebalancing looms large, he noted.
“We have to remember that all the institutions of power and all the electoral offices in Venezuela below the president are held by supporters of the regime,” he said.
Trinkunas recalled political scientist Alexander B. Downs’ book, “Catastrophic Success,” which examined the negative consequences of foreign-imposed regime changes and highlighted that such interventions often lead to civil war and violent removals of leaders.
“About one-third to 40% of all regimes installed by a foreign intervention end up in civil conflict within 10 years,” Trinkunas said. And, almost half of leaders installed by foreign powers withdraw from or are pushed from office before their terms are up.
He foresees a divergence between the interests of the intervening power, the U.S., and Venezuela’s power elites and population under the proposed arrangement. “The people with the guns stay employed.” And they may not be eager to cooperate if it involves sharing Venezuela’s mineral wealth with the United States government.
Díaz-Cayeros said, “Nothing has changed in the basic underlying economic conditions of Venezuela that has forced an exodus of 8 million people.” Days after the arrest of Maduro, the government in office is still the same government that came into office through an electoral fraud, he added.
Status quo interests
Curiel, a research scholar at CDDRL, research manager for the Democracy Action Lab, and a native of Venezuela, described the ecosystem of armed actors in Venezuela and outlined how both state and non-state security forces have the incentives and capabilities to preserve the status quo.
“They’ve had arrangements that have been important for their survival, up until now. And so, there’s a question that these groups face with the loss of Maduro and [his wife Cilia] Flores,” she said.
To the extent they perceive their arrangements are under threat, they might respond with violence or engage in chaos, Curiel added. This is further complicated by the fact that different armed groups are loyal to different members of the governing coalition, creating competing power centers.
Fuentes, a CDDRL visiting scholar and Venezuelan native, noted that the situation in Venezuela remains extremely fluid and that it is still too early to determine whether Maduro’s removal will lead to authoritarian rebalancing or a genuine democratic transition. He argued that policymakers face a real tension between two objectives: stabilizing the country while accounting for the complexity and fragility of the Venezuelan state, and recognizing that stabilization without a clear commitment to democratic transition as the ultimate goal is not sustainable.
“The stability is not going to happen unless you promise and commit to the final goal of a democratic transition,” said Fuentes, a lawyer and policy expert from Venezuela.
He explained that the regime’s basic instinct is to resist and survive any U.S. involvement in the way its key ally, Cuba, has done through the decades.
Zambrano, a Stanford law professor and CDDRL affiliated faculty member who grew up in Venezuela, said he was guardedly optimistic about a democratic transition and supported the military operation that removed Maduro. As for the legal implications of the capture of Maduro, he cited prior examples of the U.S. taking military action in Kosovo, Libya, and Panama, among others, without Congressional approval and in apparent violation of international law.
The international law prohibition on the use of force “has been violated [maybe] 40 times” in the last few decades, he said. “This is one more violation. Is that good? No, that’s not good, but it’s not a drastic change the way the Russian invasion of Ukraine was,” because the latter implicated the international prohibition on the annexation of territory. Moreover, in Venezuela’s case, the Venezuelan people welcomed the U.S. intervention.
Kronick, an associate professor of public policy at UC Berkeley and Stanford alum, observed that U.S. officials at a January 3 press conference didn’t mention democracy and totally dismissed María Corina Machado, whom she described as “Venezuela's most popular politician and the driving force behind the opposition candidate in last year's presidential election.”
The 2024 Venezuelan presidential election was highly controversial, given that both the opposition showed incontrovertible evidence, widely verified by the international community, that the election was stolen by Maduro and that the opposition actually won by a landslide.
Kronick said the acting president of Venezuela, Delcy Rodríguez, is clearly not a democratic activist and has been a key member of the regime for years. “It’s a little bit hard to be optimistic about the prospects for democratization,” given her current role.
On the other hand, Venezuela has very capable election-vote-counting technology and decades of high-turnout elections, all of which could potentially facilitate re-democratization.
‘Gangster diplomacy’
In the question-and-answer session, Michael McFaul, former FSI director, described the Trump Administration’s current attempt to take more than $2 billion in oil from Venezuela as “gangster diplomacy” and a “travesty.”
Díaz-Cayeros said, “This kind of U.S. unilateral action strikes a very deep chord in the Latin American psyche. And it doesn’t really matter if someone is on the left or on the right” in Latin and South America.”
Kathryn Stoner, Mosbacher Director of CDDRL, noted that the U.S. arrest of Maduro raises troubling questions about whether Russia would attempt a similar action against Ukraine’s leaders in the future. “What then stops Putin, other than the incompetence of the Russian armed forces, from going in and trying to get (President Volodymyr) Zelensky or any other high leader in Ukraine?”
Kronick suggested audience members read a recent Foreign Affairs essay, “A Grand Bargain With Venezuela,” in which the author argues for a “pacted transition,” a negotiated, power-sharing arrangement, as the most viable path for Venezuela. This would involve an agreement between the current regime and opposition to coexist and gradually democratize, rather than one side seeking total victory.
“Whether you read this and think this is pie in the sky and this is never going to happen, or you think this is what we need to really push for, I think it’s really worth engaging with, so I’ll end with that recommendation,” she said.
| In October 2025, CDDRL launched the Democracy Action Lab, a new initiative designed to apply the findings of leading-edge research to practice in the global effort to defend and revitalize democracy. DAL’s agenda is organized around four key issues — how democratic erosion unfolds; how practitioners navigate strategic dilemmas; how diasporas may influence political struggles at home; and how citizens’ beliefs and trade-offs shape their commitments to democracy. |
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A Democracy Action Lab panel weighed competing scenarios for Venezuela’s political future amid elite continuity, economic crisis, and international intervention.