STRAT | 23 SEP 2026 | What Happens in Vegas… Happens in Cuba?! — STRAT

Could a transformed Cuba redraw the economic map of the American Southwest? On STRAT, retired Marine intelligence officer LtCol. Hal Kempfer explores a scenario in which a capitalist, pro-American Cuba emerges as a major destination for tourism, investment, and development. From Havana’s potential revival as a casino resort destination, and possibly a new convention hub, to opportunities in manufacturing, technology, and renewable energy, Kempfer considers how change just 90 miles from Florida could reshape competition across the region. He examines what that future might mean for Las Vegas resorts, Nevada’s workforce, local tax revenues, and cities facing growing pressure on water resources. The discussion also explores possible trade and security arrangements that could influence investor confidence, while drawing comparisons with Eastern Europe’s economic transformation after the Cold War. This episode challenges business leaders and communities to think ahead about geopolitical shifts, emerging markets, and the strategic risks of assuming today’s competitive advantages will endure indefinitely.

Takeaways :

A transformed Cuba could reshape tourism and investment competition.
Havana could challenge Las Vegas for casinos and conventions.
Tourism shifts could pressure Nevada’s jobs and tax revenues.
Potential security arrangements could influence investor confidence in Cuba.
Trade opportunities could attract manufacturing and technology investment.
Water constraints could challenge the American Southwest’s economic competitiveness.
Cuba’s renewable energy potential could attract new development.
Planning for geopolitical change matters before competitive advantages erode.

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