Should the US Military Invade Mexico?

Peter Zeihan 9 min

There is no sensible military option for the United States to invade Mexico because all strategies either fail or cause catastrophic economic damage. The only viable solution is to stop using fentanyl and cocaine rather than pursuing military action.

Chapters

  1. 0:00

    The Rise of Violence

    Explains why violence in Mexico has increased due to the shift from agricultural cocaine to synthetic fentanyl.

  2. 1:32

    The Fentanyl Shift

    Contrasts the labor-intensive production of cocaine with the ease of manufacturing synthetic fentanyl. Describes how the Sinaloa Cartel's disintegration has led to hundreds of violent, independent small organizations.

  3. 3:55

    Military Option Analysis

    Evaluates five potential military strategies, noting that only one avoids severe economic consequences.

Key points

  • 0:18

    The violence stems from the nature of the drug war itself rather than Mexican policy.

  • 0:18

    Cocaine was an agricultural product requiring significant effort to produce and transport.

  • 0:18

    Fentanyl is a synthetic substance made in a lab that requires very little experience to cook up.

  • 1:32

    Producing fentanyl takes only a few man seconds compared to the hours required for cocaine.

  • 1:32

    The Sinaloa Cartel has experienced a slow-motion disintegration since El Chapo was captured.

  • 1:32

    The replacement Holistical New Generation cartel is an order of magnitude more violent than before.

  • 1:32

    Hundreds of small organizations now exist independently rather than within large cartel structures.

  • 3:55

    Using drones to monitor the border is ineffective against high-value drug smuggling volumes.

  • 4:42

    Sending special forces across the border has not moved the needle on reducing violence.

  • 6:56

    Invading and taking over northern Mexican cities would cause a recession four times worse than 2007.

  • 7:34

    Annexing northern Mexican states offers a robust economic and security case compared to other options.

3:57

Why There's No Fentanyl in Easter Eggs This Year

Peter Zeihan

Industrial-scale fentanyl production by La Familia Michoacán at a distant Mexican port makes it immune to standard enforcement. Targeting the specific port city offers a better chance than general door-to-door searches.

9:55

The Shield of the Americas

Peter Zeihan

Aggressive US military intervention in Latin America to combat drug cartels risks damaging vital trade relationships with Mexico. While the US can interfere deeply in the region, it cannot solve drug problems without risking the trade network.

4:05

India Complicates the US Fentanyl Crisis

Peter Zeihan

The only real way to get fentanyl under control would be to address the consumption side of the equation. Addressing consumption is the solution because current supply-side strategies are flawed and ineffective.

15:13

Why Trump’s Mexico Tariffs Will Make the Border Crisis Even Worse

Paul J. Warburg

Tariffs will not help solve the problem of illegal immigration on the Mexican border, even if they do result in additional Mexican troops being placed there. The solution to this problem is to be a champion for the economic development of the entire world.

7:32

Trump and Petro Revive the Colombian Cocaine Industry

Peter Zeihan

The US withdrawal of aid will force Colombian farmers back to coca cultivation. The Trump administration has established the perfect environment to make sure cocaine acreage explodes.

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