Why seizing Venezuelan tankers tells us more about Iran than Venezuela

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TLDRUPFront: A deep-dive analysis on the history and evolution of Iranian sanctions, why they are hitting exceptionally hard right now, and what that has to do with the US seizure of a Venezuelan oil tanker bound for Iran.

U.S. forces abseil onto an oil tanker during a raid described by U.S. Attorney General Pam Bondi as its seizure by the United States off the coast of Venezuela, December 10, 2025, in a still image from video. U.S. Attorney General/Handout via REUTERS. THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY. SELECTIVE BLURRING FROM SOURCE.

FullContext In the Back:
People are getting way out over their skis on the US seizure of a Venezuelan oil tanker. It’s not in the same category as the strikes on the Venezuelan speed boats, and putting aside operational or strategic concerns on escalation with Venezuelan (which are a valid discussion), the seizures on first blush appear to be a lawful act. It gets complicated so pull out your string and follow along as I connect the dots. But that I’m able to write this the ‘night of’ with just about 15minutes’ effort means this isn’t deep dark intel. You just need to know where to look.

Much that once was is lost, for none now live who remember it.

It begins, ironically, with containing Iranian nuclear weapon ambitions under both Presidents Bush and Obama. Under those administrations, especially beginning in 2010 in Obama’s first term with the passage of the Imposing Sanctions Under the Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2010 (CISADA) and later in 2012 with Presidential Executive Order the ‘Authorizing Additional Sanctions With Respect to Iran”; President Obama put a stranglehold on nearly all Iranian economic activity. All financial transactions were barred through SWIFT processing, embargos of imports and exports, including oil shipments as well as just about anything that wasn’t bona fide sole purpose medical supplies and some kinds of food was barred. Similar measures were passed by the EU and both Russia and China at least nominally played along.

From CISADA to JCPA – Acronym Salsa

This global pressure campaign brought Iran to a position of negotiation over nuclear weapons development, and nearing the end of his second term, in circumstances I’ve described (and criticized) elsewhere at the time, President Obama traded the sanctions regime of CISADA, his EO, and the EU/Russian/China actions with what what is known as Joint Comprehensive Plan of Action (JCPA). The JCPA replaced the sanctions regime system with a ‘glidepath’ away from nuclear weapon development for Iran in return for lifting the sanctions. The JCPA was endorsed by the P5+1, which was the UN Security Council + the European Union. It was *not* passed by Congress because it was an ‘executive commitment’, a sort of hand-wavy end run around Constitutional treaty limitations that only exists as long as Presidents choose to honor it and Congress doesn’t push to hard to stop it. But a President can simply stop honoring it at any time, which Trump did during his first term in 2018. Seriously, we’ve all talked about this before, on this page, and I can’t see why you’re not connecting this to Venezuela.
But even outside of the US, within the P5+1 (or P4+1) the JCPA “snap back” provisions that would reverse the lifting of sanctions on Iran in ten years if it failed to adhere to commitments. After Trump’s withdrawal from the ‘executive commitment’ in 2018, Iran also diverted from compliance, leading to escalation that culminated in the 12-day war between Israel and the US against Iran in June. So Iran is *really* not complying at this point – and the snapback provisions of the JCPA went into effect on 18 OCT 2025. There have been attempts by the EU to avoid snapback through negotiations, but those, AFAIK, failed.

There and back again – Iran Returns to CISADA

Which means effectively the ‘world order’ was reset to the 2012 CISADA sanctions regime network that Bush and Obama had built up to strangle Iran and was partially reimposed by Trump in 2018, now though with all the other prior signatories of the P5+1 like the EU forced to play along.
Sanctions regime, not to foot stomp it, included criminalization of any transport of oil to Iran.

What any of this has to do with a Venezuelan oil tanker

Switch hemispheres and what happened tonight may begin to make sense. And why I’m not losing my mind over it. The tanker in question has a long track record of smuggling dating back at least to the Biden administration. It switches names faster than Hegseth switches Signal logins and has already been marked for smuggling oil and other contraband.
The claim being made is the oil in its hold now is destined for Iran, and that makes it a legitimate target for lawful seizure. There’s existing US law through CISADA (and perhaps later acts), the FBI issued a warrant, and the Coast Guard executed that warrant. Now, don’t get me wrong. This is Trump and a MAGA administration that can’t indict a ham sandwich, and if acting US District Attorney Halligan was the one running the grand jury, we may have a problem.
But this is kind of how we’re supposed to do things. With a US congressional act authorizing the President to undertake activities which are then executed with search warrants and seizures carried out by the very armed service, the Coast Guard, which is designed to conduct these kinds of operations. We detain the people, seize the ship, and let the courts and lawyers figure it out. Now, Trump is claiming he’s going to “seize” the oil might not pass muster, but it depends on the language of CISADA.
I’m far more concerned with the lethal strikes on the speedboats, absent any authorization of the use of military force (AUMF) from Congress, imminent threat, or even colorable justification on our own or international rules of armed conflict. And for a purpose which only a Stalinist could rationalize: reducing the importation of fentanyl in the US by destroying (alleged) cartel smugglers taking cocaine to Europe.
And to the extent there’s a larger operational and strategic concern about this all being a pretext for regime change in Venezuela, there are valid causes for concern there. If Trump continues his adventurism in foreign policy, he’s going to be the third President in as many decades to follow the neocon playbook of committing the US to an armed conflict it has no serious national security stake in, often on completely fabricated justifications. Bush in Iraq, Obama in Libya, and now Trump aiming for Venezuela. And the neocon mistake was not overestimating our conventional firepower and the ability, in the short term, to render a third-rate dictator’s army inert. It’s that the long game of the insurgency and civil wars that followed wouldn’t spiral out of control and destabilize entire regions. Bush’s Iraq invasion destabilized the Middle East. Obama’s intervention in Libya destabilized much of northern Africa and paved the way for the Syrian Civil War to explode even as he failed to account for AQ’s and ISIS’s influence in that war until too late. Trump’s now walking the same path.
But this seizure of the tanker, other than it being unusual for its size and scale of a vessel being seized, is (at least in all appearances of what we know tonight) far more within both international and US law than the attacks on the speedboats. CISADA and other European variants, after the snapback, are the laws of the seas, and a tanker smuggling oil into Iran at the end of 2025 would be as liable for interdiction or seizure under lawful criminal enforcement means as it would’ve been in 2012-2015 before JCPA went into effect.
As always, we may find out more tomorrow. But this appears to neither be the start of a Venezuelan invasion (which may still be coming) nor an escalation in the unlawful use of force (which is already way worse than this incident).

DISCUSSION & FAQ:

Q: This seems to me a case of “We dislike you so much that not only are we not going to do business with you, but we are also going to intervene forcefully to prevent anyone else doing business with you whether you or they like it or not.” And, well, short of a UN Security Council resolution… that doesn’t seem very OK to me at all. What other than a UNSC or General Assembly resolution gives any nation-state the authority to forcefully interdict the trade of another nation-state?
A: That’s the trick of this very particular slice of an activity, there actually IS a UN Security Council Resolutions (about 5 of them IIRC) backing the  sanctions against Iran. Those were put in place ~2006-2015 and that’s why it took the “P5+1” to authorize the JCPA that lifted them in 2015-2016. Because the P5 is the UN Security Council and the +1 is European Union. And as far as I can tell when the JCPA “snapped back” in October 2025, it reset to the sanctions regime in place 2012-2015 for all those participants. Including, if I’m reading this correctly, the existing UN Security Council Resolutions in force at that time. (#NotALawyer)

No one may have forseen it being used so quickly in this way. But had Obama seized a tanker carrying Iranian bound oil in 2013 under similar circumstances (proven track record of sanctoins busting, FBI search warrant, executed by Coast Guard, seizure of property and detention of individuals pending criminal investigation)…it’d be substantively the same act.
I think what’s got people worked up is that this occurs in the same conversation as the use of lethal force against the speedboats, which unlike this case, don’t even pass the sniff test of any lawful authorization or plausible national security concern.
Q: I’d venture that someone pivoted to looking for legal, defensible options to get in Venezuela’s face, so to speak. Trump wanted regime change against Maduro back in 2019 according to headlines. Most people aren’t even checking history to get perspective.
A: Possibly, or in parallel, they are looking for a deescalation from unlawful speed boat strikes. There’s probably been more pushback, from more circles, thant hey were expecting on that. And the double tap (or quadruple tap as it turns out) isn’t helping. So they may be looking for a way to shift a bit more firmly on legal ground. Time will tell, more details in the response below on how this may signal both escalation against Veneezuela and deescalation of unlawful activity.
Q: But isn’t anything Trump does against Venezuela wrong? How do we know they haven’t just fabricated this entire “shadow fleet” thing?
A: Totally grok that. And as I said, the larger context is a valid discussion of concern.
But ships of this size are pretty easy to track and get intel on. It’s the seizure that gets tricky, given the size. You need a lot more assets nearby than just a helicopter and some coasties to repel in – but with the force deployment we have, the seizure is much more achievable. As I indicated above, on public reporting alone we know this ship has been tracked back in smuggling and contraband operations going back at least midway through the Biden administration, and probably further. We know where it’s gone, what ports its made call on, what it’s loaded and unloaded. We may have other intel of the communications between the ship and destinations, information on the captain, owner, and crew, etc.
And because the crew and owners are still alive, the ship is intact…we’re going to learn more about what is inside. Which is how it should work. If the oil was not destined for Iran, or it’s not even oil, then we can release the boat and crew. Someone can sue the US for damages, and the whole thing gets handled in civil litigation. (Which I’m much more comfortable on powerequities here than some ICE detainee facing arbitrary, capricious and possibly illegal enforcement actions.)
I think my point here is to consider an escalation ladder. There is one escalation ladder of the US vs. Venezuela. But there’s a second escalation ladder of this administration against the Constitution and rule of law, and in that context, seizing the oil tanker in these circumstances is a *de-escalation*, not an escalation. Think of a four-block quadrant where the Y axis is good (bottom), and bad (top) policy, and the X axis is lawful (left) and unlawful (right) actions. Ideally, your administration policies are in the bottom left, good policy through lawful actions. Sometimes you go up vertically to the upper left, a bad policy through unlawful action.
The strikes against the Venezuelan boats are in the upper right quadrant, bad policy through unlawful means. The seizure of the ship? That may be
lower right…still a bad policy (again, that’s a valid debate), but through lawful means.
I mean, without doing a comprehensive or exhaustive analysis, there is more ‘legality’ backing this seizure than exists, I believe, than in Trump’s deployment of military forces into cities, the escalation of ICE tactics and detentions, the extradition to foreign states, the termination of federal programs and attempts to dismantle agencies, the lethal strikes against speedboats.
If this is actually a sustained shift, and we move from destroying boats and killing people through arguably unlawful means to seizing oil tankers through lawful means…that’s a big *de-escalation* for this administration. And one that might be in response to the pushback and pressure he was getting on the speedboats and the outcry over the double-tap scandal.
Of course, they could destroy five more speedboats tonight, or follow through on the signaling of a ground invasion, or line up the detainees of the ship and execute them by firing squad. Any of those actions can, and should be heavily scrutinized both in terms of policy (good, bad) and lawful use of force (lawful and unlawful)
For now, though, the ship seizure, I’m okay with this kind of de-escalation if it sustains.

Sources:

Original FB Post 10 DEC 2025

Announcement of seizure of tanker by the AP News.