by Peter Zeihan on August 1, 2024

I’m back home from Yosemite on a brief intermission to my summer backpacking trips, and wanted to issue an update on the Mexican Cartels. Specifically, we’re talking about the arrest of Sinaloa leader, El Mayo.

El Mayo is one of the heavy hitters in the Sinaloa cartel, known for being the logistics and money guy under El Chapo. This past week, he was mislead by one of El Chapo’s sons to enter the US, where he was immediately arrested.

This shakes things up for the Sinaloa cartel, but what will the fallout be? Well, you can expect lots of violence as different factions compete in this newly developed vacuum. I wouldn’t expect any lags to your drug supply though, but don’t get too excited, as this gives the US more insight to ultimately dismantling the cartel’s operations domestically. If I was the shot caller, I probably would have gone after the leader of the Jalisco New Generation cartel – El Mencho – but hey, I’m not complaining.

Oh yeah, if you we’re hoping for an update on the US political situation…nothing has really changed in my book. Just a different name on the ticket.

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