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The US Venezuela operation could have major implications for the Middle East

Venezuela was Iran's gateway to Latin America. In capsizing the Maduro regime, Trump has fired a warning shot against Iran's 'axis of resistance'.
Shahar Burla
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Venezuela Iran

Then Venezuelan President Nicolas Maduro (2nd R) reviews an honor guard as he is welcomed by his Iranian President Hassan Rouhani (R), in an official arrival ceremony at the Saadabad Palace in Tehran, Iran on January 10, 2015. (Pool / Iranian Presidency/Anadolu Agency/Getty Images)

Published: 6 January 2026

Last updated: 6 January 2026

For years, Israel and Western intelligence agencies have viewed Venezuela as a strategic outpost for Iranian influence, Hezbollah activity and sanctions evasion. The sudden collapse of President Nicolás Maduro’s grip on power therefore carries implications not only for Tehran’s regional posture, but also for Israeli security planning.

What unfolded in Caracas is being closely watched in Jerusalem, Tehran and Washington, not just as a regime change in South America, but as a potential warning shot in a much larger confrontation between the US and Iran’s so-called “axis of resistance”.

What does Iran have to do with Venezuela?

For more than two decades, Israel and Western intelligence agencies have viewed Venezuela under Nicolás Maduro, and before him Hugo Chávez,  as Iran’s primary gateway into Latin America. The relationship has been both ideological and strategic. Chávez severed diplomatic relations with Israel in 2009 and openly aligned Caracas with Tehran as part of a broader anti-US, anti-Western axis. Maduro deepened that alliance, positioning Venezuela as a reliable partner for Iran across political, military and economic spheres.

Intelligence assessments have long suggested that Iranian-backed Hezbollah established a foothold in Venezuela, while senior figures linked to Iran’s Revolutionary Guards reportedly acquired Venezuelan citizenship. This allegedly allowed them to move freely across South America, strengthening Iran’s regional reach. Israel also suspects that Iran used Venezuela as a platform for terrorist infrastructure, including cells linked to a recently foiled plot to assassinate Israel’s ambassador to Mexico.

That partnership became especially valuable as Iran’s international isolation deepened. Alongside Russia, Iran and Venezuela reportedly operated a joint “shadow fleet” to export oil in defiance of US and international sanctions. Tehran supplied Caracas with refined fuel and technical expertise to keep its energy sector afloat, while Venezuela provided Iran with logistical cover within an already sanctioned and opaque system. Venezuela’s state-controlled oil industry became a critical node in Iran’s efforts to disguise shipments, reflag vessels and move revenue through non-transparent financial channels.

Maduro’s apparent removal and Venezuela’s slide into political uncertainty now threaten to upend that strategy. Beyond the symbolic loss of a key ally, Iran faces the possible collapse of a vital sanctions-circumvention hub. With clandestine oil swaps, fuel shipments and financial workarounds suddenly at risk, Tehran’s already strained export networks are narrowing further — at a moment of acute domestic economic pressure and rising unrest at home.

How does Hezbollah operate in Venezuela?

Hezbollah’s alleged entrenchment in Venezuela has often been linked to the country’s large Lebanese diaspora. Immigration from Lebanon began in the late 19th century and accelerated during and after the Lebanese civil war. Analysts argue that this longstanding social and commercial network provided cover for illicit activity, rather than being inherently extremist in nature.

A 2020 report by the Atlantic Council noted Hezbollah’s involvement in drug trafficking and money-laundering operations that moved funds between Venezuela, Lebanon and Syria. These activities, the report argued, took advantage of weak oversight, corruption and the permissive political climate under Chávez and Maduro.

Danny Citrinowicz, a senior researcher at Israel’s Institute for National Security Studies, told Haaretz that Hezbollah likely used Venezuela as a logistical base, including to provide operatives with local passports. This allegedly enabled them to move freely across South America and forge links with drug cartels to fund the organisation. Citrinowicz has also argued that Iran used Venezuela as a platform for terrorist infrastructure, including cells linked to a recently foiled plot to assassinate Israel’s ambassador to Mexico.

In this assessment, Venezuela has been more important to Iran and Hezbollah than other Latin American countries where Tehran has sought influence, such as Nicaragua or Cuba. Tehran, Citrinowicz notes, invested heavily in Venezuela, not only through arms sales but also through joint military projects, including the reported construction of a drone factory.

Was the attack on Venezuela a message to Iran?

The timing of events, amid a seventh consecutive day of nationwide protests in Iran,  has fuelled widespread speculation that the US operation in Venezuela was designed, at least in part, as a message to Tehran. US President Donald Trump publicly warned Iran not to harm protesters in Tehran, declaring his administration was “locked and loaded”, and then ordered the capture of Nicolás Maduro and his wife just a day later. To many observers, the sequencing appeared deliberate.

On one level, the message was strategic. The United States demonstrated it is willing to use military force well beyond its immediate neighbourhood to strike regimes seen as pillars of the anti-Western axis. Acting in Venezuela, long viewed as a permissive base for Iranian influence, signalled Washington’s limits of tolerance for Iranian-backed activity, even in distant theatres.

On another level, the message was psychological. The operation appeared aimed at audiences inside Iran itself, reinforcing that US support for protesters is not merely rhetorical. One senior security source described the Venezuela operation as delivering a deterrent signal to Tehran comparable, in political terms, to strikes on nuclear facilities. Caracas, in this reading, became a stage for a broader warning: alignment with Iran carries real and immediate consequences.

Could Venezuela trigger a regime collapse in Iran?

In Tehran, the events in Venezuela landed amid nationwide protests, a collapsing currency and mounting anxiety within the Iranian leadership. Iran’s Foreign Ministry swiftly condemned the US action as a violation of international law and urged the UN Security Council to intervene. State media initially sought to downplay the developments, dismissing reports of Maduro’s arrest as psychological warfare.

Yet the domestic reality was harder to contain. According to Al-Monitor, protests intensified across dozens of Iranian cities, with deadly clashes between demonstrators and security forces. Even among conservative commentators, some openly acknowledged the speed with which Maduro fell, noting that years of defiant rhetoric failed to translate into resistance when pressure peaked.

This has created a pdilemma for Tehran. A harsh crackdown risks triggering the very foreign intervention Trump has threatened. Restraint, however, could embolden protesters and erode the regime’s long-standing reliance on fear and deterrence. Unlike past episodes of unrest, the Venezuela precedent has sharpened fears that external pressure combined with domestic fragility can rapidly destabilise even entrenched regimes.

Supreme Leader Ali Khamenei eventually addressed the unrest, warning that “rioters” must be dealt with, language often associated with violent crackdowns. Notably, he avoided direct reference to Trump’s warning or to Venezuela, despite having praised Maduro in the past as a model of resistance to the United States. While a direct US intervention in Iran would carry far greater risks than in Venezuela, the precedent matters. The message many in Tehran appear to be grappling with is unsettling: defiance may no longer guarantee immunity.

How is Venezuela’s Jewish community affected?

Once numbering around 30,000, the Venezuelan Jewish community has shrunk to roughly 4,000 people, mostly in Caracas, mirroring the broader national exodus of millions of Venezuelans. Decades of authoritarian rule under Chávez and Maduro devastated Jewish communal life.

In response to the current instability, community leaders reported that all members are safe, with no casualties or damage to Jewish institutions so far, but like all Venezuelans the community is on tenterhooks.

Synagogues are mostly closed, with only discreet prayer gatherings taking place in private homes. Security around communal institutions has been tightened to deter criminal activity, which often surges during periods of unrest. Although Maduro is out of office, the political situation remains fluid, with parts of the former state apparatus still functioning and the country under a state of emergency.

Community leaders have urged members to maintain a low profile and limit movement. An emergency hotline has been activated to provide security, medical and logistical support, and the community remains in close contact with Jewish organisations in the United States, Mexico and Argentina. 

READ MORE  

Beyond Venezuela, what does Maduro’s fall mean for isolated Iran? (Paywall, Al-Monitor)

Why Trump's Venezuela playbook won't work in Iran – and could spark civil war (Zvi Bar'el, Haaretz)  

Maduro in NY jail after capture; Venezuela’s VP Rodriguez claims op had ‘Zionist tint’ (Times of Israel) 

Israel welcomes Trump's attack on Venezuela as a blow to the Iranian axis (Liza Rozovsky, Haaretz) 

Trump threatens military force if Iran kills protesters (Axios) 

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About the author

Shahar Burla

Shahar Burla

Dr Shahar Burla is a Sydney-based researcher, lecturer and Contributing Editor of TJI. Shahar holds a Master’s degree in political science from Hebrew University and a PhD in political science from Bar-Ilan University. He is the author of Political Imagination in the Diaspora: The Construction of a Pro-Israeli Narrative (2013) and co-editor of Australia and Israel: A Diasporic, Cultural and Political Relationship (2015).

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