On February 22, 2026, Mexican special forces in Tapalpa, Jalisco, authorized by left-wing President Claudia Sheinbaum and acting on intelligence from the US military, killed Nemesio Oseguera Cervantes, Nom de Guerre “El Mencho,” the 59-year-old leader of the Jalisco New Generation Cartel (CJNG) and the most-wanted man in Mexico.

Within hours, the cartel put up roadblocks, arson attacks, and running gun battles across a dozen states, ravaging Tapalpa and other cities. By the time the violence subsided, over 70 people were dead, including 25 Mexican National Guard troops. The entire country is holding its breath as it prepares to enter a new phase of its decades-long Drug War.

Does decapitating a cartel end the Drug War?

The operation was also the culmination of a strategy that Claudia Sheinbaum's predecessor, Andrés Manuel López Obrador, had promised to abandon, namely, the militarized war on drugs that since 2006 has left between 350,000 and 400,000 Mexicans dead and more than 130,000 disappeared. Instead, while making some initial welcome gestures, he militarized the Southern Border, created the National Guard, and continued the War on Drugs.

Removing El Mencho may weaken CJNG in the short term. But it could also ignite the next phase of Mexico’s drug war, one that extends far beyond the country’s borders and deeper into the Western Hemisphere.

The Mexican drug war has never been Mexico's responsibility alone. It is the product of an insatiable American thirst for drugs that has only intensified with the opioid crisis, as fentanyl has flooded US streets, claiming tens of thousands of lives annually, with support from Big Pharma. The United States remains the world’s largest consumer market for narcotics; American demand generates billions of dollars annually for trafficking organizations.

Mexican cartels such as the CJNG and the Sinaloa Cartel now supply fentanyl, cocaine, methamphetamine, and heroin to a US market whose demand keeps increasing, according to new reporting.

American guns are also at the center of this crisis. There are exactly two legal gun stores in all of Mexico, operating under strict military supervision. Across the border, in the four US border states, there are more than 9,000 legal gun sale points.

An estimated 250,000 to 500,000 guns are trafficked from the United States into Mexico each year. Roughly 70% originate north of the border. These include .50-caliber rifles capable of piercing armored vehicles and downing helicopters; many of them were from the American military. A new raid on a CNJG ammo depot revealed that 47% of the ammunition came directly from one US Army plant in Kansas City. That very same ammo was used to kill 13 police officers in Michoacán in 2019.

The CJNG now dominates 23 out of Mexico’s 32 states, with operations stretching from the Pacific Coast all the way to the Northern border. The cartel's estimated worth exceeds $20 billion, drawn not only from drugs but from a diversified portfolio of extortion, petroleum theft, human trafficking, and kidnapping.

It has used extreme force and military-level tactical planning against its rivals, including the state itself. In 2015, it shot down a Mexican military helicopter in Jalisco. It has assassinated mayors, attacked police convoys with improvised armored vehicles, and used drones and explosives against state security forces.

Internally, polls suggest support for the operation is between 80 and 90%. After years of feeling helpless before cartel violence, many Mexicans welcome any action that produces “results.” With this, we see the rise of “penal populism” across Latin America, where electorates increasingly embrace tough-on-crime approaches, even when those approaches destroy democracy and human rights.

The high popularity of El Salvador's right-wing dictator Nayib Bukele, whose approval ratings have hovered around 90%, testifies to the political appeal of iron-fist tactics, regardless of their clear governance costs. Bukele's mass incarceration model, where tens of thousands have been jailed without due process in inhumane conditions where torture is common, has become a model that politicians across the region now invoke, including in Honduras, Chile, Argentina, Brazil, Ecuador, Costa Rica, and Peru.

That comes despite his success being predicated on secret deals with gangs, not on a War on Drugs—most countries that have tried his militarized tactics have suffered increases in the violent crime and homicide rates, at the same time as their economies have become increasingly unequal and democratic societies have cratered.

Externally, President Donald Trump has made clear his view that “cartels are runnning Mexico” and that Sheinbaum and other Latin American leaders should go to war with them, otherwise he will do it for them. His administration has designated Mexican cartels as foreign terrorist organizations and considered military intervention in Mexico. A US intervention would be disastrous for both Mexico and Sheinbaum,........

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