Trump Signs Tariff Order Against Cuba Oil Suppliers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 06 2026
0mins
Should l Buy CCL?
Source: Benzinga
- Tariff Policy Implementation: President Trump signed an executive order last Thursday imposing tariffs on any country supplying oil to Cuba, aiming to sever the island's ties with alternative suppliers like Mexico and Russia, thereby further isolating its economy.
- Economic Crisis Intensifies: Following the capture of Venezuelan leader Nicolás Maduro, Cuba has lost its primary source of subsidized oil, leading to a near-collapse of its economy and a drastic reduction in oil supplies, exacerbating the hardships faced by its citizens.
- Political Transition Expectations: Traders in the market are betting on a power transition in Cuba by the end of the year, with a 55% probability that Miguel Díaz-Canel will be replaced, while the likelihood of a U.S. military strike on Cuba stands at only 26%, indicating confidence in achieving regime change through non-military means.
- Cruise Market Potential: A reopening of Cuba could fundamentally alter the Caribbean tourism landscape, as demand for Cuba sailings was 20% higher than for Bahamas cruises between 2016 and 2019, and a democratic transition could present significant profit opportunities for U.S. cruise lines.
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Analyst Views on CCL
Wall Street analysts forecast CCL stock price to rise
19 Analyst Rating
15 Buy
4 Hold
0 Sell
Strong Buy
Current: 32.600
Low
33.00
Averages
37.59
High
45.00
Current: 32.600
Low
33.00
Averages
37.59
High
45.00
About CCL
Carnival Corporation is a global cruise and leisure travel company. The Company has a portfolio of cruise lines, including AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises (Australia), P&O Cruises (UK), Princess Cruises, and Seabourn. The Company's segment includes NAA cruise operations, Europe cruise operations (Europe), Cruise Support and Tour and Other. Its Cruise Support segment includes its portfolio of port destinations and exclusive islands as well as other services, all of which are operated for the benefit of its cruise brands. In addition to its cruise operations, it owns Holland America Princess Alaska Tours, a tour company in Alaska and the Canadian Yukon, which complements its Alaska cruise operations. Its Tour and Other segment represents the hotel and transportation operations of Holland America Princess Alaska Tours and other operations. Its tour company owns and operates hotels, lodges, glass-domed railcars and motorcoaches.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Traditional Craftsmanship: This certification ensures the use of fresh ingredients and traditional cooking techniques, with hand-stretched pizzas baked in a stone oven, showcasing Italy's rich culinary heritage and solidifying Princess Cruises as a true Italian dining destination.
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- Operational Efficiency: By replacing older ships with more fuel-efficient vessels, Carnival has not only improved operational efficiency but also boosted profitability through increased onboard spending by travelers.
- Reasonable Market Valuation: Currently trading at 12x forward earnings estimates, down from over 16x a year ago, this reasonable valuation provides investors with ample room for further gains, potentially attracting more buyers into the stock.
See More
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- Record Financial Performance: The company reported full-year revenue exceeding $26 billion and adjusted net income of $3.1 billion in 2023, surpassing financial goals by 18 months, indicating strong market demand and improving profitability.
- Sustainability Strategy: Carnival's SEA Change plan aims to enhance sustainability and return on invested capital, further driving the company's dual goals of environmental responsibility and profitability, thereby strengthening its competitive position in the market.
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