Inside Mexico's Decision to Take Down a Drug Lord

25 Feb 2026 · 19 min · 9 chapters

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Podcast Summary: The Journal - Inside Mexico's Decision to Take Down a Drug Lord

Podcast Details

  • Title: The Journal
  • Description: The most important stories about money, business, and power. Hosted by Ryan Knutson and Jessica Mendoza. A co-production of Spotify and The Wall Street Journal.
  • Episode Title: Inside Mexico's Decision to Take Down a Drug Lord
  • Episode Description: This episode discusses the killing of El Mencho, Mexico's most powerful drug lord, and the subsequent violent fallout. WSJ's José De Córdoba provides insights into the power struggle among cartels and implications for the global drug trade.

Key Points

  1. El Mencho's Death
  2. Event: Mexican authorities killed El Mencho (Nemesio Oseguera Cervantes), the leader of the Jalisco New Generation cartel.
  3. Location: Tapalpa, Jalisco, Mexico.
  4. Repercussions: Immediate violent retaliation from the cartel, resulting in over 50 deaths and widespread chaos across various Mexican states.
  1. Background on El Mencho
  2. Profile: Former Mexican police officer who lived in the U.S. illegally before returning to Mexico and joining law enforcement.
  3. Rise to Power:
  4. Became head of the Jalisco New Generation cartel in the early 2010s.
  5. His cartel emerged as the principal rival to the Sinaloa cartel after the arrest of El Chapo in 2016.
  1. Cartel Operations
  2. Empire: Dominated drug trafficking across Mexico and internationally, controlling operations in over 30 countries.
  3. Methods: Utilized advanced logistics including speedboats and semi-submersibles for drug transport.
  1. U.S. and Mexico Relations
  2. U.S. Pressure: The Trump administration exerted significant pressure on Mexico to combat drug cartels, threatening tariffs and military action.
  3. Collaboration: Mexico's intelligence agencies cooperated with U.S. authorities to track El Mencho's movements leading up to his death.
  1. Aftermath of the Killing
  2. Violence: Jalisco cartel responded with widespread violence, setting up roadblocks and creating chaos, a strategy to assert power and instill fear.
  3. Potential for Internal Conflict: Succession battles among El Mencho’s lieutenants anticipated, potentially leading to increased violence.
  4. Historical Context: Past operations against major cartel leaders often led to violence as lieutenants fought for control.
  1. Government Response
  2. Military Mobilization: Thousands of soldiers deployed to restore order.
  3. Public Statements: Mexico’s leadership emphasized that this operation was a Mexican effort, though acknowledging U.S. intelligence support.
  1. Implications for the Drug Trade
  2. Short-term Chaos: Increased violence likely to disrupt daily life and tourism in affected regions, particularly in cities like Guadalajara.
  3. Long-term Outlook: The cyclical nature of drug trafficking remains unchanged; demand in the U.S. continues to drive the market, leading to an ongoing "whack-a-mole" situation.

Conclusion The episode encapsulates the complexities surrounding the war on drugs in Mexico, highlighting the tensions between domestic authority and foreign influence, the violent repercussions of targeting influential cartel leaders, and the enduring nature of drug trafficking driven by demand in the U.S.

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Further Listening

  • Related Episodes:
  • Mexico's New Cocaine Kingpin is Cashing In
  • Drug Cartels' New Weapon: Chinese Money Launderers

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Additional Notes

  • The episode underscores the fragile balance of power within Mexico's cartels and the broader implications of the drug trade on both local and international levels. The ongoing challenges highlight the need for comprehensive strategies to address the root causes of drug-related violence and trafficking.

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Chapters

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The Killing of El Mencho: An Overview

0:00 to 2:05

Learn about the recent killing of drug lord El Mencho and its aftermath in Mexico.

“On Sunday, Mexican authorities killed one of the world's most powerful drug lords.”

Who Was El Mencho?

2:05 to 4:06

Discover the rise of El Mencho from a former cop to a drug kingpin.

“Welcome to The Journal, our show about money, business, and power.”

The Impact of U.S.-Mexico Relations

4:06 to 6:10

Explore how U.S. pressure influenced Mexico's approach to drug cartels.

“Almencho's cartel became the world's top trafficker of cocaine, according to U.S.”

The Raid That Led to El Mencho's Death

6:10 to 7:40

Get insights into the military operation that resulted in El Mencho's death.

“intelligence agencies to monitor El Mencho.”

Aftermath: Violence and Chaos in Mexico

7:40 to 9:22

Understand the immediate reactions and violent retaliation following El Mencho's death.

“where they died on the way to the hospital.”

Officials' Responses and Future Implications

9:22 to 12:30

Hear about official responses and the anticipated effects of El Mencho's removal.

“Because what you have is that the lieutenants of that organization fight to get control, to replace the guy who's just been captured or killed.”

Consequences for Mexico's Stability

12:30 to 14:04

Learn about the potential long-term impacts on Mexico's safety and tourism.

“It seems like she's trying to also thread a bit of a needle in praising President Trump and the U.S.'s help, but also making it clear that this was solely a Mexican operation.”

Impact of Violence on Tourism in Mexico

14:04 to 15:32

Explore how violence affects tourism and local businesses in Mexico.

“because basically many people are killed and business really suffers.”

The Futility of Fighting Drug Trade

15:32 to 15:44

Understand the challenges of combating the drug trade amid high demand.

“I mean, look, drugs is driven by demand, by American demand, which is huge.”
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Transcript

Automatic transcript. May contain errors.

0:05Ryan Knutson:On Sunday, Mexican authorities killed one of the world's most powerful drug lords. Violence has erupted across Mexico following the killing of the country's most wanted drug leader known as El Mencho.

0:19Claudia Sheinbaum:It happened in Tapalpa, Jalisco, about a two-hour drive southwest of Guadalajara. — Nemesio Oseguera Cervantes was the leader of the powerful Jalisco New Generation cartel,

0:28Ryan Knutson:a major trafficker of drugs into the U.S. — His name was Nemesio Oseguera, and he was known as El Mencho. After news spread of his death, his cartel retaliated across much of the country.

0:42Claudia Sheinbaum:— Fire, smoke, and chaos across several Mexican states.

0:47José De Córdoba:— There were roadblocks made of cars that were seized by gunmen and then set on fire. And some 50 people died. More than 50 people died.

0:59Claudia Sheinbaum:Blocked highways. Drivers forced out of their cars at gunpoint.

1:03José De Córdoba:You know, it was a very scary moment for the country.

1:09Ryan Knutson:That's our colleague Jose de Córdoba, who's based in Mexico City. Were you surprised when you saw that Mexican authorities had taken down El Mencho?

1:19José De Córdoba:Yes, it was a big surprise. Because El Mencho has been seen by everybody as too big and too powerful to fall. So because he is so powerful and has operations in so many places, many people feared that capturing or killing him would be like hitting a bee's nest in the sense that it would cause a really violent reaction in lots of places in Mexico, which in a sense is what happened. Now, people are afraid that with Mencho's death, that will set the stage for a lot of violence as his lieutenants fight to succeed him.

2:05Ryan Knutson:Welcome to The Journal, our show about money, business, and power. I'm Ryan Knudsen. It's Wednesday, February 25th.

2:18Ryan Knutson:Coming up on the show, the death of Mexico's most powerful drug lord.

2:37Ryan Knutson:So, Jose, you were on our podcast a few months ago talking about the rise of El Mencho. Can you refresh our memory? Who is he and how did he come to power?

2:46José De Córdoba:El Mencho is a former Mexican cop who actually lived in the U.S. illegally for a number of years and then was deported back to Mexico and joined the police force of a town. And there he married to the curtail and made his way up the chain.

3:08Ryan Knutson:— By the early 2010s, El Mencho had risen to become the head of the Jalisco New Generation cartel. Over the next few years, his cartel became the main rival to the Sinaloa cartel, which was headed up by the infamous El Chapo. But after El Chapo's arrest in 2016, the Sinaloa cartel fractured, and El Mencho seized power. How far-reaching was his empire? What did he control?

3:34José De Córdoba:The heart of his empire is the Jalisco cartel in the state of Jalisco, where the state capital is Guadalajara, one of Mexico's most important cities. He was sort of a shadow government in that state. I'm told that nothing moved without his knowing about it and giving the say-so. But his operations stretched across the country in, you know, in something like two-thirds of the states in Mexico. He had operations in something like 30 foreign countries.

4:09Ryan Knutson:Almencho's cartel became the world's top trafficker of cocaine, according to U.S. and Mexican authorities. The cartel would transport the drugs by the ton from Colombia to Ecuador and then north to Mexico by speedboats and semi-submersibles. But becoming the biggest drug lord brings a lot of attention.

4:27José De Córdoba:The Trump administration has put unrelenting pressure on the Mexican government to go after drug cartels ever since Trump assumed the presidency the second time around. He's threatened and imposed tariffs on Mexican goods and basically said that the reason he was doing so was because Mexico was a threat to the United States.

4:51Claudia Sheinbaum:The cartels are waging war on America, and it's time for America to wage war on the cartels.

4:58Ryan Knutson:At the start of his second term, President Trump designated drug cartels a terrorist organization, which analysts say can open the door for direct U.S. military action.

5:08José De Córdoba:Trump has, I think, on most phone calls that he's had with Mexican President Claudia Scheinbaum, He's offered to have American troops come in and do either joint operations or solo operations in Mexico.

5:24Ryan Knutson:Jose says that for Mexico, attention from the Trump administration is a mixed blessing. On the one hand, U.S. intelligence, training, and equipment is helpful. But Mexican authorities also want to maintain autonomy.

5:37José De Córdoba:You have to remember that Mexico lost half of its territory in the 19th century to the United States in the Mexican-American War. So there's a long history of U.S. interference in Mexico's domestic affairs that Mexico does not like. So Scheinbaum is playing a very difficult game because she wants to stop at all costs a U.S. intrusion here.

6:07Ryan Knutson:Still, Mexican authorities decided to work with U.S. intelligence agencies to monitor El Mencho. And over the last few months, they had a breakthrough.

6:16José De Córdoba:Mexican intelligence had been tracking El Mencho's associates, and they tracked a person who was close to one of his lovers and who delivered the lover to this hideaway where they suspected Mencho was at.

6:32Ryan Knutson:So they were following somebody that happened to deliver a mistress to El Mencho.

6:37José De Córdoba:Yes. And when Mencho came out and greeted her, they figured that he was there and then set in motion this raid.

6:49Ryan Knutson:The raid happened in Tapalpa, a town in the Sierra Madre Mountains of Jalisco, just a couple hours south of Guadalajara.

6:58José De Córdoba:It's a very beautiful mountain town, colonial town, with a 17th century Jesuit church among the mountains and pine forests. But the battle took place in this place with the cabins about two miles from the town.

7:14Ryan Knutson:Dozens of heavily armed soldiers, armored military vehicles, drones, and combat helicopters descended onto the normally quiet town. — They hit this place really early in the morning.

7:27José De Córdoba:There was a firefight that went on for about five hours, in which, against these very heavily armed bodyguards, Mencho and two others were wounded and taken on a plane where they died on the way to the hospital.

7:43Ryan Knutson:— After that, the Jalisco cartel started its violent rampage across the country. The cartel responds by carjacking cars and setting them on fire.

7:54José De Córdoba:They set 252 fires or roadblocks in 20 Mexican states. And so, you know, they basically disrupted the whole country, causing, you know, schools to close, people to stay indoors and sit it out. So, yes, it was quite a shock.

8:19Why did the cartel do this?

8:22Ryan Knutson:Why create all this chaos?

8:24José De Córdoba:They wanted to show, you know, the government that they were forced to contend with.

8:30Ryan Knutson:Jose says that the Jalisco cartel will also likely start fighting internally.

8:35José De Córdoba:I mean, there are about three of his lieutenants who could be contenders to follow him. They don't like each other much. So everyone is expecting a battle to succeed Mencho. Everyone is expecting, you know, a lot of violence as these possible successors fight for the leadership position.

8:59Ryan Knutson:So is the potential for more violence something that Mexican authorities anticipated?

9:04José De Córdoba:I think historically they've gone after cartel bosses who become too big. You know, this is known as the kingpin strategy. You go after the top guy. But the problem is that when you do that, a lot of the time that results in a lot of violence. Because what you have is that the lieutenants of that organization fight to get control, to replace the guy who's just been captured or killed. And the result is a lot of killings. If you look at Sinaloa, for instance, when El Mayo Zambada, one of the main leaders, was kidnapped by another leader, that set off a civil war in which 2 ,000 people have been killed and 3 ,000 people have disappeared and the army has really been unable to stop that violence.

10:00Ryan Knutson:Mexican authorities said Monday that they deployed thousands of soldiers to restore calm and prevent violence The country's security minister also said that if the military is able to capture those who head the cartel's different armed units then the risk of a major outbreak of violence would go down Coming up what El Mencho's death might mean for the drug trade

Read the full transcript

10:35Ryan Knutson:On Monday, the Mexican government held a press conference.

10:38Claudia Sheinbaum:Buenos dias a todas y todos. The press conference, Mexico's defense minister, who's an army general, gave the details about the operation.

10:51José De Córdoba:And the most moving moment was that when he was talking about the losses that the Mexican military had suffered, as I say, you know, at 25 dead, his voice broke.

11:13José De Córdoba:— And that moment really captured the nation because, you know, I think it was unprecedented to see a top military officer react in such an emotional manner to the deaths of his men.

11:31Ryan Knutson:— President Claudia Scheinbaum also spoke.

11:33Claudia Sheinbaum:Mexico has extraordinary forces.

11:37José De Córdoba:She basically, what she did was to praise the Mexican soldiers who had done this, and she underlined that this has been a totally Mexican operation, that there have been no American boots on the ground, although she said that the U.S. had helped with its intelligence.

11:58Claudia Sheinbaum:No hay participación en la operación de fuerzas de Estados Unidos. Lo que hay es mucho intercambio de información.

12:29José De Córdoba:spec Mexican territorial integrity, that is, you know, they weren't sending troops in, and any sort of U.S. incursion was not welcome.

12:38Ryan Knutson:It seems like she's trying to also thread a bit of a needle in praising President Trump and the U.S.'s help, but also making it clear that this was solely a Mexican operation.

12:48José De Córdoba:Yes, that's precisely what she's doing. She's trying to keep Trump at bay, keep Trump happy, while preventing a U.S. unilateral military action that would cause a big crisis between the two countries.

13:06Ryan Knutson:What has the Trump administration been saying about this operation? They praised it. During his State of the Union address last night, President Trump talked about the U.S.'s efforts against drug cartels. Really large parts of Mexico have been controlled by murderous drug cartels.

13:26Claudia Sheinbaum:That's why I designated these cartels as foreign terrorist organizations, and I declared illicit fentanyl as a weapon of mass destruction.

13:37Ryan Knutson:And he specifically called out the operation against El Mencho.

13:40Claudia Sheinbaum:We've also taken down one of the most sinister cartel kingpins of all. You saw that yesterday.

13:45Ryan Knutson:Meanwhile, for the people of Mexico, the decision to take out El Mencho will affect everyday life, possibly for a long time.

13:55José De Córdoba:When the leader of the top narco organization is taken out, chaos may ensue. And that chaos is, you know, is very difficult for the people who live there to live there because basically many people are killed and business really suffers. You know, Guadalajara is a place where it's one of the sites for the World Cup this summer. So people are worried about security there now. We're already hearing a lot of reports of people canceling their trips to Mexico and people in the tourism industry being, in the short term, very impacted by this. I mean, I don't think, you know, seeing the pictures of burning cars and plumes of black smoke pouring into the sky are a good advertisement for tourism in Mexico.

14:50José De Córdoba:I mean, there's a trade-off, as I've said. There's a trade-off between maintaining the Pax Narca, you know, the narco piece, and going after the bosses and breaking it and then having all this violence break out. But that's not to say, obviously, that Mexico has to maintain law and order because you cannot allow mobsters or drug bosses to run parts of your country.

15:24Ryan Knutson:What do you think this will mean for the drug trade? Do you think this will change anything?

15:31José De Córdoba:No. I mean, look, drugs is driven by demand, by American demand, which is huge. And, you know, until the United States does something about that, this is nothing. This is like whack-a-mole, you know, and it's an eternal game of whack-a-mole. It's been going on for decades. It's, you know, it makes for good scripts for Netflix movies, and that's about it.

16:19Ryan Knutson:Tiago Perez, and Kejal Villas. Thanks for listening. See you tomorrow.

From the publisher

After Mexican authorities killed El Mencho, the country’s most powerful drug lord, his cartel responded with violence across the country. The operation came amid pressure from the U.S. government on Mexico's President Claudia Sheinbaum. WSJ’s José De Córdoba explains the power struggle that will ensue among the cartels and what it means for the global drug trade. Ryan Knutson hosts.

Further Listening: - Mexico's New Cocaine Kingpin is Cashing In- Drug Cartels' New Weapon: Chinese Money Launderers

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