These days, every news cycle is obsessed with the death of El Mencho.
They are showing you the shootouts, the power vacuums, the fires, the destruction, and this can lead you to treat this event as just another assassination in a long bloody history.
But we needed to look deeper, because what we are actually witnessing is history unfolding in real time.
Four days ago, the US government didn’t just take out Kingpin. They declared an all-out war on the Narcos.
Mexico’s Shadow Government and Corporate Extortion
To really grasp the magnitude of what’s happening, you have to think of this as a real Game of Thrones.
A major player is, without a doubt, the Mexican government. But you have another powerful major player. A shadow government called Narcos.
They are decentralized. It is made up of multiple major criminal organizations, each with its own corrupt officials, territory, and private army.
They give the locals money to spy for them, and stay obedient, and if any of them complains, you know they are swiftly eliminated.
So the Mexican population of 131 million is out of the game.
Now here’s where it gets really interesting…
The government of Mexico has no incentive to fight the narcos because they are deeply interconnected. It can put the lives of many high-ranking officials at risk.
Because of this unchecked power, for many years, for decades, the cartels have evolved.
And you would think they only make money out of drugs, right?
Well, they still do.
They make about $ 25 to $ 49 billion every year. But they have also pivoted to conquering the key sectors. Energy, industry, agriculture, wherever there is big money or even little money, these organizations have their hands in it.
Now one of their primary methods for squeezing these industries is straight-up corporate extortion. Just last month, the Canadian firm Visla Silver refused to comply with the extortion demands. So the cartel responded by kidnapping and killing 10 workers.
Whether they realize it or not, the Narcos have grabbed a live wire. Because they have moved beyond smuggling and are directly, massively threatening the interests of the US government.
You know, historically, the US took a very subtle approach.
They allowed Narcos to operate with very few headaches as long as the violence didn’t get completely out of control, and as long as global supply chains kept moving. Their goal was to manage the situation rather than confront it.
But things have changed dramatically.
First, those localized smugglers have now become heavily armed paramilitaries who can extort any corporation operating in Mexico.
Second, the fentanyl crisis has provided the ultimate narrative to take those bold measures. I mean, when you see the neighborhoods full of zombies, it is not difficult to convince the American public that these cartels need to be eradicated by any means necessary.
Third, you have the Trump factor.
As we have said before, Trump is not your ordinary politician. He can absorb the immense political and public backlash that will inevitably follow the destruction we will witness in the coming months.
And make no mistake, the destruction is coming, and it will not stay neatly confined south of the border. We are going to see a dramatic spike in violence spilling over onto U.S. soil.
Part of this is due to a weakened Department of Homeland Security, but mostly, it is just basic human nature.
When you bag a dangerous animal into a corner with no way out, it is going to attack with absolute ferocity. This backed into a corner mentality means we are highly likely to see cartel cells already operating inside the U.S. lashing out indiscriminately.
You see, their logic is crude but straightforward.
They wanted to terrorize the public to intimidate the government, hoping to force some sort of backdoor secret agreement where they stop extorting corporations in exchange for returning to the old status quo. But it’s not going to work, because the Epstein files are riddled with the Trump name and nothing has ever happened to him. Do you really think those attacks will make him lose power?
Quite the opposite. Trump will use those deaths of innocent Americans as a justification to go even harder on them. It might even allow him to send the U.S. Army.
So when you stack all of these elements together, we are looking at the perfect storm.
You know, the necessary conditions required for a historically vicious war between the U.S. slash Mexico and the narcos. But let’s pause and look at the human cost for a second.
Mexico is already a nation decimated by these criminal organizations. Last year alone, over 25,000 people were killed.
And if the United States fully commits to this war, that death toll is going to skyrocket. Not to mention the deepening of the economic crisis, which will cause even more deaths.
The Trillion-Dollar Motive
Which brings us to the trillion-dollar question. Is unleashing all of this chaos actually worth it? What is truly at stake here? And exactly how much money are we talking about?
Well, if narcos would get destroyed, the upside for the U.S. government and corporations would be astronomical.
For starters, according to the Joint Economic Committee, the current opioid epidemic, which is almost entirely driven by cartel-supplied fentanyl, is bleeding the U.S. economy to the tune of 1.5 to 2.7 trillion dollars every single year.
On top of that, the U.S. is burning through roughly 150 billion dollars just to manage the influx of illegal immigrants smuggled across the border by those same cartels.
And from a corporate perspective, foreign businesses would instantly save millions because they are no longer forced to pay extortion fees.
But those are pennies compared to the primary goal, which is to move mass manufacturing out of Asia and into Mexico.
Think about it, you would have mass cheap labor right at the U.S. border. So instead of waiting 3 to 5 weeks for your containers to cross the Pacific Ocean, you could have the products in U.S. local stores within a few days.
And most importantly, it would cement American geopolitical hegemony on the global stage.
And this leads us to…
The Global Proxy War: Fentanyl, China, and Hezbollah
When Mexican and Colombian cartels sell drugs in the U.S., they get paid in physical cash. Now, if a cartel moves 200 million worth of cocaine, they get truckloads of paper money.
Obviously, you cannot deposit this money to a bank, and keeping them in a safe house is risky. So now you have all of this dirty money trapped in the U.S. What can you do?
You use people like Eamon Jouma.
You hand over the dirty cash to him, and his global network will bring it back to you in Mexico, disguised as legitimate corporate revenue.
Eamon is a member of Hezbollah. He got caught by the DEA because his network had laundered over 200 million for the Los Zetas, Sinaloa, and Colombian suppliers.
So Hezbollah, which is a terrorist organization created by Iran, has hundreds or even thousands of global networks that launder drug money.
Now, by cooperating with the cartel, Hezbollah can continue its operations without relying solely on Iran’s treasure. At the same time, they actively ensure that metric tons of narcotics continue pouring into the U.S., fundamentally weakening the nation from the inside out.
Because you see, while the cartels are driven purely by financial greed, Iran and their tentacle Hezbollah are also interested in the ideology.
You know, if we look at it from an evil perspective, instead of sending brainwashed individuals living in the U.S. to conduct a kamikaze attack, it will hurt what, 10, 50, 100 people? But if you actively help in pushing metric tons of drugs, then they are essentially forcing the U.S. citizens to hurt themselves on a warlike scale.
What about China? What’s their involvement?
Up until 2019, Chinese pharmaceutical labs used to manufacture finished fentanyl and ship it using the postal system. It’s a really crazy fucking story.
Through the dark web, people could order the drugs. Then the Chinese lab could package the fentanyl and drop it into the regular mail system using China Post, FedEx, or DHL. They would hand it over to USPS and it would be delivered to your front door in Ohio, Texas, or New York.
Because fentanyl is exponentially more potent than heroin, it only takes an incredibly small amount for a user to consume. Making it remarkably easy to mail it completely undetected. After immense international pressure, China was forced to stop producing it.
But the underworld brokers adapted. They started exporting the raw ingredients, also known as precursor chemicals.
Today, those essential chemicals, along with the necessary manufacturing machinery, are routed directly through Mexican ports.
From there, they arrive at the clandestine labs operated by the Sinaloa and the Jalisco New Generation cartels. What you have now is a literal chemical weapon of mass destruction, placed directly into the hands of organizations that have spent decades perfecting the art of smuggling.
Another way Chinese cooperate with the cartels is by laundering their money using their underground banking networks.
You know, they launder over $150 billion annually. Now, considering all of this, we have to ask, what is actually going to happen on the ground in Mexico?
Well, we got a massive clue last year when the Trump administration took a formal, unprecedented step. They directed the State Department to officially designate the major Mexican cartels as foreign terrorist organizations.
This is the same legal classification used for Al Qaeda, ISIS, and Hezbollah. What does this actually mean? First of all, remember those corporations in Mexico who paid extortion to cartel?
They cannot do it anymore otherwise they are charged with providing material support or resources to an FTO. It’s such a serious charge that it could completely destroy them.
This can force them in a corner and pressure the Mexican government to solve this cartel problem. Second, and perhaps most importantly, this completely changes who is running the show.
Previously, cartel crimes were treated as a law enforcement issue. But now, the Department of Defense is officially in charge. This alters the rules of engagement. The US military can conduct targeted assassinations, launch drone strikes on drug labs, and execute cyber warfare, all without asking for permission from the Mexican government.
You might reasonably argue that Mexico is a sovereign state and cannot simply allow a foreign military to sidestep its authority in this way. But the reality is that Trump will not hesitate for a single moment to slap brutal sanctions on Mexico and completely destroy whatever is left of their fragile economy if they try to stand in their way.
So the real danger here is that these aggressive, unprecedented moves will force the shadow government out of the darkness and we are already seeing them respond.
So basically, the civil war in Mexico started four days ago. And this brings us to the most tragic part of this entire geopolitical chess match. The people caught in the crossfire.
If you are an everyday citizen of Mexico, the brutal reality is that when the dust settles, your options are incredibly bleak. You will either get oppressed by the US corporate overlords, or you will get oppressed by the narcos overlords, who will become more vicious if they win the war.
What am I about to say may sound controversial, but it really isn’t when you think about it.
I would rather live in an environment run by corporations, where I would just be another cog in their machine, than to live in a place run by a bunch of murderous, illiterate psychopaths, where not only would I be poor, but also more likely to end up on the side of the street covered by a white sheet.
