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Opinion

Why Everything We Thought About Drugs Was Wrong

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24 minute read

Michael Schellenberger is a leading environmentalist and progressive activist who has become disillusioned with the movements he used to help lead.  

His passion for the environment and progressive issues remains, but his approach is unique and valuable.

Michael Shellenberger is author of the best-selling “Apocalypse Never”

This newsletter was sent out to Michael Schellenberger’s subscribers on Substack

The road to hell was paved with victimology

In the late 1990s and early 2000s, I worked with a group of friends and colleagues to advocate drug decriminalization, harm reduction, and criminal justice reform. I helped progressive Congressperson Maxine Waters organize civil rights leaders to advocate for needle exchange so that heroin users wouldn’t get HIV-AIDS. I fought for the treatment of drug addiction as a public health problem not a criminal justice one. And we demanded that housing be given to the homeless without regard for their own struggles with drugs.

Our intentions were good. We thought it was irrational to criminalize the distribution of clean needles to drug users when doing so had proven to save lives. We were upset about mass incarceration, particularly of African Americans and Latinos, for nonviolent drug offenses. And we believed that the approach European nations like the Netherlands and Portugal had taken to decriminalize drugs, and expand drug treatment, was the right one.

But it’s obvious now that we were wrong. Over the last 20 years the U.S. liberalized drug laws. During that time, deaths from illicit drugs rose from 17,000 to 93,000. Three three times more people die from illicit drug use than from car accidents; five times more die from drugs than homicide. Many of those people are homeless and die alone in the hotel rooms and apartment units given away as part of the harm reduction-based “Housing First” approach to homelessness. Others are children found dead by their parents on the floors of their rooms.

Many progressives today say the problem is that we didn’t go far enough, and to some extent they are right. A big factor behind rising drug deaths has been the contamination of cocaine, heroin, and counterfeit prescription opioids with fentanyl. Others say that concerns over rising drug deaths are misplaced, and that alcohol and tobacco kill more people than illicit drugs.

But drug deaths were rising in the U.S. long before the arrival of fentanyl, and most of the people who die from tobacco and alcohol do so in old age, not instantly, like they do when they are poisoned or overdose. Of the nearly 90,000 people in the U.S. who die of alcohol-related causes annually, just 2,200 die immediately from acute alcohol poisoning.

What about mass incarceration? It’s true that nearly half of the people in federal prisons are there for nonviolent drug offenses. But there are eight times more people in state prisons than federal prisons, and just 14 percent of people in state prisons are there for nonviolent drug offenses and just 4 percent for nonviolent possession. Half of state prisoners are there for murder, rape, robbery and other violent offenses.

While it’s true that both Netherlands and Portugal reduced criminal penalties, both nations still ban drug dealing, arrest drug users, and sentence dealers and users to prison or rehabilitation. “If somebody in Portugal started injecting heroin in public,” I asked the head of drug policy in that country, “what would happen to them?” He said, without hesitation, “They would be arrested.”

And being arrested is sometimes what addicts need. “I am a big fan of mandated stuff,” said Victoria Westbrook. “I don’t recommend it as a way to get your life together, but getting indicted by the Feds worked for me. I wouldn’t have done this without them.” Today Victoria is working for the San Francisco city government to integrate ex-convicts back into society.

But people in progressive cities are today shouted down for even suggesting a role for law enforcement. “Anytime a person says, ‘Maybe the police and the health care system could work together?’ or, ‘Maybe we could try some probation or low-level arrests,’ there’s an enormous outcry,” said Stanford addiction specialist Keith Humphreys. “‘No! That’s the war on drugs! The police have no role in this! Let’s open up some more services and people will come in and use them voluntarily!’”

Why is that? Why, in the midst of the worst drug death crisis in world history, and the examples of Portugal and Netherlands, are progressives still opposed to shutting down the street fentanyl markets in places like San Francisco that are killing people?

We Care A Lot

The City of San Francisco opened this homeless encampment virtually on the front steps of city hall.

There are many financial interests that make money from the drug crisis and so it’s reasonable to ask whether progressive inaction stems from political donations from addiction, homelessness, and service providers. California spends more on mental health than any other state but saw its homeless population rise 31 percent even as it declined 18 percent in the rest of the U.S. San Francisco spends significantly more on cash welfare and housing for the homeless than other cities but has one of the worst homeless and drug death crises, per capita.

But we progressives who fought to change drug laws and attitudes were not primarily motivated by money. Sure, we needed George Soros and other wealthy individuals to support our work. But we could have made more money doing other things, and Soros and others have nothing to gain financially from drug decriminalization. The same goes for homelessness. The most influential Housing First advocates work in non-profits and universities.

Is it because so many progressives who fought for decriminalization themselves used drugs? Everybody I knew in that period, myself included, smoked marijuana, drank alcohol, and experimented with psychedelics and occasionally with harder drugs. Several of the donors who supported our work were known to smoke marijuana.

But I saw no evidence that advocates for drug decriminalization and harm reduction used illicit drugs at a higher rate than the rest of the population. Some used them less and showed far greater awareness of the harms of drugs, including addiction, than many other people I have met, likely due to their higher socio-economic status as much as their specific knowledge of the issue.

And the core motivation of the people I worked with was ideological. Many people, including many progressives, were libertarian, and fundamentally believed the government did not have a right to tell able-bodied adults what drugs they could and could not use. But many more, myself included, were upset by mass incarceration, and the ways in which incarceration destroys families, disproportionately African American and Latino ones.

Our views were too simplistic and wrong. Many things undermine families and communities, of all colors, well before anyone is incarcerated, including drugs and the crime and violence associated with them. And, violent communities attract the drug trade more than the drug trade makes communities violent, both scholars and journalists find.

But mostly we were too emotional. Progressives hold two moral values particularly deeply: caring and fairness. “Across many scales, surveys, and political controversies,” notes the psychologist Jonathan Haidt, “liberals turn out to be more disturbed by signs of violence and suffering, compared to conservatives, and especially to libertarians.”

The problem is that, in the process of valuing care so much, progressives abandon other important values, argue Haidt and other researchers in a field called Moral Foundations Theory. While progressives (“liberal” and “very liberal” people) hold the values of Caring, Fairness, and Liberty, they tend to reject the values of Sanctity, Authority, and Loyalty as wrong. Because these values are so deeply held, often subconsciously, Moral Foundations Theory explains well why so many progressives and conservatives today view each other as not merely uninformed but immoral.

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The Victim God

California Governor Gavin Newsome has proposed a 12 Billion dollar plan to build homes for California’s entire homeless population.  

The values of Sanctity and Authority appear to explain why conservatives and moderate Democrats more than progressives favor prohibitions on things like sleeping on sidewalks, public use of hard drugs, and other behaviors. In a more traditional morality, drug use is seen as violating the Sanctity of the body, and the importance of self-control. Sleeping on sidewalks is seen as violating the value of Authority of laws and thus Loyalty to America. Writes Haidt, “liberals are often willing to trade away fairness when it conflicts with compassion or their desire to fight oppression.”

But there is a twist. Progressives don’t trade away Fairness for victims, only for those they see as privileged. Progressives still value Fairness, but more for victims, and their progressive allies, than for everyone equally, and particularly not for people progressives view as the oppressors and victimizers.

Conservatives and moderates tend to define Fairness around equal treatment, including enforcement of the law. They tend to believe we should enforce the law against the homeless man who is sleeping and urinating on BART, our subway system, even if he is a victim. Progressives disagree. They demand we take into account that the man is a victim in deciding whether to arrest and how to sentence whole classes of people including the homeless, mentally ill, and addicts.

Progressives also value Liberty, or freedom, differently from conservatives. Many progressives reject the value of Liberty for Big Tobacco and cigarette smokers but embrace the value of Liberty for fentanyl dealers and users. Why? Because progressives view fentanyl dealers and users, who are disproportionately poor, sick, and nonwhite, as victims of a bad system.

Progressives also value Authority and Loyalty for victims above everyone else. San Francisco homelessness advocate Jennifer Friedenbach told me that we should “center unhoused people, primarily black and brown folks, that are experiencing homelessness, folks with disabilities. They’re the voices that should be centered.” She is not rejecting Authority or Loyalty. Rather, she is suggesting that we should have Loyalty to the victims, and that they, not governments, should have Authority.

Indeed, progressives insist on taking orders, supposedly without questioning them, from the homeless themselves. “Drug use is often the only thing that feels good for them, to oversimplify it,” said Kristen Marshall, who oversees San Francisco’s response to drug overdoses. “When you understand that, you stop caring about the drug use and ask people what they need.”

The San Francisco Coalition on Homelessness has similarly argued that the city must let homeless people sit and lie on sidewalks, and camp in public spaces including parks and sidewalks, if that’s what they would prefer, rather than require them to stay in shelters. Once you decide, in advance, to let victims determine their fates, then much else can be justified.

Many progressives do something similar with Sanctity, which is to value some things as sacred or pure. Monique Tula, the head of the Harm Reduction Coalition, argues for “bodily autonomy” against mandatory drug treatment for people who break the law to support their addiction. In so doing, she is insisting upon the Sanctity of the body, not rejecting it. The difference between her definition of Sanctity and the traditional view of Sanctity was what violated it. Where traditional morality views recreational injection drug use as a violation of the Sanctity of the body, Tula, like many libertarians, believes that the state coercing sobriety is.

All religions and moralities have light and dark sides, suggests Haidt. “Morality binds and blinds,” he writes. On the one hand, they bind us together in groups and societies, helping us realize our individual and social needs, and are thus very positive. But religions and moralities can also create giant blind spots preventing us from seeing our dark sides, and thus can be very negative.

Victimology takes the truth that it is wrong for people to be victimized and distorts it by going a step further. Victimology asserts that victims are inherently good because they have been victimized. It robs victims of their moral agency and creates double standards that frustrate any attempt to criticize their behavior, even if they’re behaving in self-destructive, antisocial ways like smoking fentanyl and living in a tent on the sidewalk. Such reasoning is obviously faulty. It purifies victims of all badness. But by appealing to emotion, victimology overrides reason and logic.

Victimology appears to be rising as traditional religions are declining. Unlike traditional religions, many nontraditional religions are largely invisible to the people who hold them most strongly. A secular religion like victimology is powerful because it meets the contemporary psychological, social, and spiritual needs of its believers, but also because it appears obvious, not ideological, to them. Advocates of “centering” victims, giving them special rights, and allowing them to behave in ways that undermine city life, don’t believe, in my experience, that they are adherents to a new religion, but rather that they are more compassionate and more moral than those who hold more traditional views.

A Bad Case of San Fransickness

Case workers at San Francisco City Hall Homeless Encampment

“Safe Sleeping Sites” is the name San Francisco gives to parking lots of tents of homeless addicts shooting and smoking fentanyl and meth. They are expensive, costing the city $60,000 per tent to maintain. Some people say they look like a natural disaster, but with city-funded social workers providing services to the people in tents, they look to me more like a medical experiment, albeit one that no board of ethics would ever permit.

At the Sites the city isn’t providing drug treatment; it’s providing easy access to drugs. That includes cash in the form of welfare payments with which to purchase drugs, and the equipment with which to inject them. As such, progressives cities like San Francisco are directly financing the drug death crisis.

Is this Munchausen syndrome by proxy, which is when a parent deliberately makes their child sick so they can feel important? In San Fransicko, I consider this possibility, and ultimately conclude that while the progressive approach to drug addiction and homelessness can be fairly described as pathological altruism, it would be unfair to call it sadistic. Many of the drug-addicted and mentally ill homeless are, in fact, sick, and most progressives have good intentions.

But it is not unfair to point out that the city’s approach of playing the Rescuer is resulting in worsening addiction and rising drug deaths. Nor is it unfair to point out that we limit people’s potential for freedom by labeling them Victims and “centering” their trauma, rather than viewing victimization as an opportunity for heroism. Nor is it unfair to point out, as I have attempted to do by describing the history, that San Francisco’s political, business, and cultural leaders should all know better by now.

People suffering from addiction and living on the street are ill. To mix them up in speech and policy with people who are merely poor is deceptive. Leading scholars have for thirty years denounced the conflation of the merely poor with disaffiliated addicts. Yet progressive advocates for the homeless continue to engage in the same sleight of hand by using the single term “homeless,” tricking journalists, policy makers, and the public into mixing together groups of people who require different kinds of help.

Progressives justify their discourse and agenda in the name of preventing dehumanization, but the effect has been the opposite. In defending the humanity of addicts, progressives ended up defending the inhumane conditions of street addiction.

The morality of victimology contains a version of all six values identified in Moral Foundations Theory. The problem is that those values are oriented around those defined as Victims in a particular context, to the exclusion of everyone else. But not even the most devoted homeless activists could do whatever drug-addicted homeless people demand of them. The demand that we give Victims special political authority is thus really a demand to give special political authority to those who claim to represent the supposed Victims, namely homelessness advocates.

The power of victimology lies in its moralizing discourse more than in any single set of laws. I was struck in my research that progressive intellectuals and activists have had a far greater impact on public policy, and the reality on the streets, than countless progressive politicians.

It is notable that while academics and activists are the most influential individuals in shaping homeless policy in San Francisco and Los Angeles, they are also the least accountable. As the problem has worsened, their cultural and political power has grown, while voters understandably blame their local elected leaders for the crisis.

Progressive advocates and policy makers alike blame the drug war, mass incarceration, and drug prohibition for the addiction and overdose crisis, even though the crisis resulted from liberalized attitudes and drug laws, first toward pharmaceutical opioids, and then toward all drugs. This view is, on the one hand, a defensive and ideological reaction. But it is also an abdication of responsibility.

And so while we should hold our elected officials responsible, we must also ask hard questions of the intellectual architects of their policies, and of the citizens, donors, and voters who empower them. What kind of a civilization leaves its most vulnerable people to use deadly substances and die on the streets? What kind of city regulates ice cream stores more strictly than drug dealers who kill 713 of its citizens in a single year? And what kind of people moralize about their superior treatment of the poor, people of color, and addicts while enabling and subsidizing the conditions of their death?

After 15 years as a TV reporter with Global and CBC and as news director of RDTV in Red Deer, Duane set out on his own 2008 as a visual storyteller. During this period, he became fascinated with a burgeoning online world and how it could better serve local communities. This fascination led to Todayville, launched in 2016.

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Business

‘Context Of Chemsex’: Biden-Harris Admin Dumps Millions Into Developing Drug-Fueled Gay Sex App

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From the Daily Caller News Foundation 

By Owen Klinsky

The Biden-Harris administration is spending millions funding a project to advise homosexual men on how to more safely engage in drug-fueled intercourse.

The University of Connecticut (UCONN) in July announced a five-year, $3.4 million grant from the U.S. National Institute of Health (NIH) for Assistant Professor Roman Shrestha to develop his app JomCare — “a smartphone-based just-in-time adaptive intervention aimed at improving access to HIV- and substance use-related harm reduction services for Malaysian GBMSM [gay, bisexual, and other men who have sex with men] engaged in chemsex,” university news website UCONN Today reported. “Chemsex,” according to Northern Irish LGBTQ+ nonprofit the Rainbow Project, is the involvement of drug use in one’s sex life, and typically involves Methamphetamine (crystal meth), Mephedrone (meth), and GHB and GBL (G).

Examples of the app’s use-cases include providing a user who has reported injecting drugs with prompts about ordering an at-home HIV test kit and employing safe drug injection practices, UCONN Today reported. The app is also slated to provide same-day delivery of HIV prevention drug PrEP, HIV self-testing kits and even a mood tracker.

“In Malaysia, our research has indicated that harm reduction needs of GBMSM [gay, bisexual, and other men who have sex with men] engaged in chemsex are not being adequately met,” Shrestha told UCONN Today. “Utilizing smartphone apps and other mHealth tools presents a promising and cost-effective approach to expand access to these services.”

Homosexuality is illegal in Malaysia and is punishable by imprisonment, according to digital LGBTQ+ rights publication Equaldex. Drug use, including of cannabis, is illegal in Malaysia, and drug trafficking can be a capital offense.

The NIH disbursed $773,845 to Shrestha in July to conduct a 90-day trial testing the efficacy of JomCare among 482 chemsex-involved Malaysian gays. It also provided Shrestha with $191,417 in 2022 to “facilitate access to gender-affirming health care” for transgender women in the country.

“Gender-affirming care” is a euphemism used to describe a wide range of procedures, including sometimes irreversible hormone treatments that can lead to infertility as well as irreversible surgeries like mastectomies, phalloplasties and vaginoplasties.

Shrestha has a track record of researching mobile health (mHealth) initiatives for foreign homosexuals, co-authoring a 2024 study entitled, “Preferences for mHealth Intervention to Address Mental Health Challenges Among Men Who Have Sex With Men in Nepal.”

The proliferation of LGBT rights has been a “foreign policy priority” under the Biden-Harris administration, a State Department spokesperson previously told the Daily Caller News Foundation, with President Joe Biden instructing federal government department heads to “to advance the human rights of LGBTQI+ persons.”

“Around the globe, including here at home, brave lesbian, gay, bisexual, transgender, queer, and intersex (LGBTQI+) activists are fighting for equal protection under the law, freedom from violence, and recognition of their fundamental human rights,” a 2021 White House memorandum states. “The United States belongs at the forefront of this struggle — speaking out and standing strong for our most dearly held values.”

President-elect Donald Trump announced on Nov. 12 that Elon Musk and Vivek Ramaswamy would collaborate to establish a new Department of Government Efficiency (DOGE), with Musk claiming the agency would feature a leaderboard for the “most insanely dumb spending of your tax dollars.” Some DOGE cuts could come from LGBTQ+ programs, such as a grant from the United States Agency for International Development to perform sex changes in Guatemala and State Department funding for the showing of a play in North Macedonia entitled, “Angels in America: A Gay Fantasia on National Themes.”

“The woke mind virus consists of creating very, very divisive identity politics…[that] amplifies racism; amplifies, frankly, sexism; and all of the -isms while claiming to do the opposite,” Musk said at an event in Italy in December 2023, according to The Wall Street Journal. “It actually divides people and makes them hate each other and hate themselves.”

Shrestha and the NIH did not respond to requests for comment. When reached for comment, a UCONN spokeswoman told the Daily Caller News Foundation that, “specific questions about the grant and the decision to award it to our faculty member should be directed to the NIH, since that’s the funding agency.”

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Crime

Mexican cartels are a direct threat to Canada’s public safety, and the future of North American trade

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From the Macdonald Laurier Institute

By Gary J. Hale for Inside Policy

RCMP raided a fentanyl ‘superlab’ in Falkland, BC, with ties to a transnational criminal network that spans from Mexico to China.

On October 31, residents of Falkland, BC, were readying their children for a night of Halloween fun. Little did they know that their “quaint, quiet, and low-key little village” was about to make national headlines for all the wrong reasons.

On that day, RCMP announced that it had raided a fentanyl “superlab” of scary proportions near Falkland – one that police called the “largest and most sophisticated” drug operation in Canada. Officers seized nearly half-a-billion-dollars’ worth of illicit materials, including 54 kilograms of finished fentanyl, 390 kilograms of methamphetamine, 35 kilograms of cocaine, 15 kilograms of MDMA, and six kilograms of cannabis” as well as AR-15-style guns, silencers, small explosive devices, body armour, and vast amounts of ammunition.

They also found massive quantities of “precursor chemicals” used to make the drugs. This strongly suggests that the superlab was tied into a transnational criminal network that spans from Mexico to China – one that uses North America’s transportation supply chains to spread its poisonous cargo across Canada and the United States.

The Canada-US-Mexico relationship is comprised of many interests, but the economic benefits of trade between the nations is one of the driving forces that keep these neighbours profitably engaged. The CUSMA trade agreement is the successor to NAFTA and is the strongest example globally of a successful economic co-operation treaty. It benefits all three signatories. This level of interdependence under CUSMA requires all parties to recognize their respective vulnerabilities and attempt to mitigate any threats, risks, or dangers to trade and to the overall relationship. What happens to one affects all the others.

The supply chain, and the transport infrastructure that supports it, affects the balance books of all three. While the supply chain is robust and currently experiences only occasional delays, the different types of transport that make up the supply chain – such as trucks, trains, and sea-going vessels – are extremely vulnerable to disruption or stoppages because of the unchecked violence and crime attributed to the activities of Mexican Transnational Criminal Organizations (TCOs). These cartels operate throughout Mexico, from the Pacific ports to the northern plains at the US-Mexico border.

The sophistication of the Falkland superlab strongly suggests connectivity to multi-national production, transportation, and distribution networks that likely include China (supply of raw products) and Mexico (clandestine laboratory expertise).

For most Canadians, Mexican cartels call to mind the stereotypical villains of TV and movie police dramas. But their power and influence is very real – as is the threat they pose to all three CUSMA nations.

Mexico’s cartels: a deadly and growing threat

Mexican cartels started as drug trafficking organizations (DTOs) in the 1960s. By the late 1990s they had evolved to become transnational enterprises as they expanded their business beyond locally produced drugs (originally marijuana and heroin) to include primarily Colombian cocaine that they transported through Mexico en route to the US and Canada.

Marijuana and the opium poppy are cultivated in Mexico and, in the case of weed, taken to market in raw form. While the cartels required some chemicals sourced from outside Mexico to extract opium from the poppy and convert it into heroin, the large-scale, multi-ton production of synthetic drugs like Methamphetamine and today Fentanyl expanded the demand for sources of precursor chemicals (where the chemical is slightly altered at the molecular level to become the drug) and essential chemicals (chemicals used to extract, process, or clean the drugs.)

The need to acquire cocaine and chemicals internationalized the cartels. Mexican TCO’s now operate on every continent. That presence involves all the critical stages of the criminal business cycle: production, transportation, distribution, and re-capitalization. Some of the money from drug proceeds flow south from Canada and the US back to Mexico to be retained as profits, while other funds are used to keep the enterprise well-funded and operational.

In Mexico, the scope of their activities is economy-wide; they now operate many lines of criminal business. Some directly affect Mexico’s economic security, such as petroleum theft, intellectual property theft (mainly pirated DVDs and CDs), adulterating drinking alcohol, and exploiting public utilities. Others are in “traditional” criminal markets, such as prostitution, extortion, kidnapping, weapons smuggling, migrant smuggling and human trafficking. Organized auto theft has also become another revenue stream.

Criminal Actors

The Cartel de Sinaloa (CDS or Sinaloa Cartel) and the Cartel Jalisco Nueva Generacion (CJNG) are the two principal TCO’s vying for territorial control of Mexico’s air, land, and maritime ports, as well as illegal crossing points. These points on the cartel map are known as “plazas,” and are often between formal ports of entry into the US. By controlling territories crucial for the inbound and outbound movement of drugs, precursors, people, and illegal proceeds, the cartels secretly transport illicit goods and people through commercial supply chains, thus subjecting the transportation segment of legitimate North American trade to the most risk.

That is giving the cartels the power to impair – and even control – the movement of Mexico’s legitimate trade. While largely kept out of the public domain, incidents of forced payment of criminal taxation fees, called “cuotas,” and other similar threats to international business operations are already occurring. For instance, cuotas are being imposed on the transnational business of exporting used cars from the US to Mexico. They’re also being forced on Mexican avocado and lime exporters before the cartels will allow their products to cross the border to the US and international markets. This has crippled that particular trade. Unfortunately, the Mexican government has been slow to react, and the extortion persists throughout Mexico. It is worth repeating – these entirely legitimate goods reach the market only after cartel conditions are met and bribes paid.

The free trade and soft border policies of the US of recent years have allowed cartel operatives to enter that country and work the drug trade with limited consequence. In May, the U.S. Drug Enforcement Administration (DEA) published the National Drug Threat Assessment 2024, where it reported that the Jalisco and Sinaloa cartels operate in all 50 US states and are engaged in armed violence in American cities as they fight for market shares of the sales of Methamphetamine, Fentanyl, and other drugs sourced from Mexico.

The DEA’s findings should sound alarms in Canada. Canada and the US have similar trade and immigration policies, which allow the Mexican cartels to easily enter and control the wholesale component of the drug trade. The long-term effects of the drug trade are the billions of dollars gained that allow for the corruption of government officials. Canada should be on guard: Mexican drug cartels in Canada could begin to not only kill ordinary Canadians by knowingly selling them deadly drugs like Fentanyl – their operatives can also embed themselves in Canadian society, as they have in the US, leading to ordinary citizens on Canadian streets being victimized by the armed violence cartels regularly use to assert their position and power.

Organized crime and Mexican governance

Canada faces these threats directly, but the indirect ones that the cartels present to Mexican governance are no less consequential to Canada in the long term – and likely sooner. Illicit agreements between corrupt Mexican government officials and the cartels assure that the crime organizations retain control of territory and have freedom to operate.

That threat is becoming increasingly existential. Cartel fighters are well disciplined, well equipped and strong enough to challenge Mexico’s military, currently the government’s main tool to fight them. Should the TCOs come to dominate Mexican society or gain decisive influence over government policy, Mexico’s government risks being declared a narco-democracy and the US may come to see the cartels as a threat to national security. That in turn could lead to a US military intervention in Mexico – not an outcome desired by either side.

While that scenario may be considered extreme, it is not as far from reality as many may think. While in many respects the US-Mexico trading relationship remains unchanged, the overall political context has become testy – and could be a real flashpoint for the incoming Trump administration.

Political developments in Mexico have played a role. After his election in 2018, former Mexican President Andrés Manuel López Obrador (commonly referred to his initials, AMLO) demonstrated a disdain for all things North American. This included frequent complaints of US interference or violation of Mexican sovereignty – complaints that were more about keeping Mexican government domestic actions out of the public eye. To retain a shroud of secrecy over government corruption, Mexico under Amlo started in 2022 to limit the activities and numbers of US federal law enforcement agencies operating there, particularly the FBI, DEA, ATF and ICE. These agencies formerly enjoyed a close relationship with the Mexican Federal Police – a force AMLO disbanded and replaced with the National Guard. The AMLO administration reduced the number of US assets and agents in Mexico, particularly singling out the DEA for the most punitive restrictions.

During his administration, AMLO placed the army and navy in charge of all ports of entry and gave them responsibility for all domestic public safety and security by subordinating the Guardia Nacional (GN), or National Guard, to the army. The GN, the only federal law enforcement agency, has been taken over by military officials who are sometimes corrupt and in league with the cartels.

Mexican President Claudia Sheinbaum, who took office in 2024, has continued AMLO’s organizational moves. Sheinbaum comes from the same political party and has so far extended carte blanche to the military, whose administration is opaque and now operates with impunity, under the guise of “national security” and “sovereignty” concerns.

It is expected that Sheinbaum will continue to shield American eyes from Mexico law enforcement and judicial affairs. The fear in the US law enforcement and national security community is that Sheinbaum may even declare DEA non grata, much as then Venezuelan President Hugo Chavez in 2005 and Bolivian President Evo Morales in 2008 did in their countries. Both were anti-American leftists of the same mindset as AMLO and Sheinbaum, who feared detection of their connections to the illegal drug trade.

Sheinbaum has publicly demonstrated disinterest in the consistent application of the rule of law against the TCOs by stating that she will continue the “hugs not bullets” (“abrazos, no balazos”) non-confrontational, non-interventional posture towards organized crime. Agreements with corrupt government officials will allow the cartels to expand their business and to operate with impunity. Through intimidation, bribery, and murder, the cartels affect decision making at the municipal, state, and federal levels of Mexican government. That leverage, while performed outside the public eye, has the potential to negatively affect supply and demand among the three countries at the very least, and at worst, to signal that cartels in Mexico are directly or indirectly involved in the formulation of government security, immigration, drug, and trade policy.

AMLO enacted constitutional changes that will provide Sheinbaum with the powers of a dictator, giving her administration unchecked control of the executive, legislative, and judicial branches of government. As a result, the judiciary in Mexico is in crisis mode with 8 of 11 Supreme Court Justices resigning in October 2024 to protest the unconstitutional disregard for due process that started with AMLO and continues with Sheinbaum thanks to a “voting for judges” law that she and AMLO have rammed into operation without debate. This development portends even more corruption.

Without the existence of an independent judicial system, these institutional changes could give pause to US and Canadian negotiators when it comes time to renew CUSMA in 2026.

Beyond 2025: Mexican organized crime as a threat to the US and Canada, and Greater North American implications

Most worrying, the cartels will be in a yet stronger position to affect and even dictate the pace and volume of legitimate trade between the US and Mexico under Sheinbaum. This makes Mexico the weakest link among the three CUSMA members.

The US and Canada should therefore be concerned about the strength and power of the cartels because the current trajectory could provide them a greater role in Mexico’s performance as a trade partner. Should this trend continue, the US would likely begin to see Mexico through the lens of a threat to critical components of its national security: 1) the public safety of US citizens being killed in epidemic proportions by the drugs produced by citizens of Mexico; 2) the negative impact or increased cost of commerce that supplies goods to the American market; and 3) the CUSMA relationship that sustains the economic strength of all three participating countries.

This worrisome evolution requires proactivity by Canada and the US to insist that Sheinbaum reverse the gains that the cartels have made to influence policy and erode the government’s monopoly on territorial control and the use of violence, and reverse Mexico’s limits on drug enforcement co-operation with what should be its partners to the north. Pressure should also be applied to demand a return to a drug policy model that includes international law enforcement co-operation and a continuation towards the transformation of the Mexican judicial system from a mixed inquisitorial or accusatorial system to an adversarial system that employs the use of juries, witness testimony, oral hearings and trials, and cross-examination of witnesses, as opposed to a system where cartel-influenced elections could dictate judicial outcomes.

The implications of the further development of a Mexico narco-democracy for US-Mexico-Canada relations would be devastating. Co-operation on public safety and security would cease completely, allowing the cartels to take full control of commercial supply lines, significantly reducing trade between the three nations – likely causing the CUSMA trade deal to fracture until governance returned to duly elected civilian officials.

Continental security and Canada’s contribution

The continued success of CUSMA lies with Mexico more than any other country. Should Mexico continue on its path to autocracy, it could upset the trade deal, crucial to the prosperity of all three countries. Canada is not immune from what on the surface may appear to be mostly bilateral, US-Mexico issues, because, regardless of the commodity – whether it’s consumables or manufactured items – the cartels are positioned and empowered to affect imports, exports, trade, and migration throughout North America.

For the foreseeable future, Mexico is not going to voluntarily change its security posture. This enables the cartels to remain persistent threats, especially to trade. Canada and the US need to continue to jointly insist that Mexico take a stronger stance against organized crime and that it take steps to strengthen the judiciary and the rule of law in that country.


Gary J. Hale served 31 years in the Drug Enforcement Administration (DEA), retiring as an executive-level intelligence analyst. In 2010, he was appointed as Drug Policy fellow and Mexico Studies Scholar at the James A. Baker III Institute for Public Policy at Rice University in Houston, Texas.

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