Here is an excerpt from John Lyons and Jose de Cordoba's article in the Wall Street Journal:
"Mexican Navy special forces have killed one of the country's top drug kingpins in a shootout in the central city of Cuernavaca, notching an important victory in President Felipe Calderón's
three-year-old clampdown on narcotics trafficking. The death of Arturo Beltrán Leyva, who called himself "The Boss of Bosses" and was one of Mexico's three most wanted drug lords, came after a four-hour battle on Wednesday evening at an upscale condominium complex in Cuernavaca, a popular retirement destination for Americans and weekend getaway for residents of Mexico City. Four other suspected drug traffickers died, including one who killed himself rather than be arrested... The killing of Mr. Beltrán Leyva is also unlikely to slow down the actual business of drug trafficking in Mexico... The death, however, may alter the balance of power in the Mexican drugs business, with unpredictable consequences. Much of the bloodshed in recent years can be traced to a brutal turf war between Mr. Beltrán Leyva and his arch rival, the drug trafficker Joaquín "El Chapo" Guzmán, who is Mexico's most wanted man." Link to Full Article
Analysis: There's a looooong history between El Chapo and Arturo, and the WSJ article does a decent job of summing it up. I don't want to take up a lot of time and space in this blog post covering that, so if you want more background first, please check out the article in its entirety.
My main concern, as I think is the main concern for anyone who follows this sort of thing, is what happens next. More specifically, how is ABL's death - and likely the simultaneous death of his brother Héctor - going to affect the DTO dynamic in Mexico, and how is the level of bloodshed going to change?
Personally, I see three main scenarios that are possible, with some being more likely than others. The first one is that Héctor - if he's still alive, which it's looking less and less likely that he is - or one of the other top cartel bosses will fill the gap left by ABL quickly, and will fight to hang on to the BLO's territory and operations. From the conversations I've had today with former colleagues who follow the BLO, those remaining cartel bosses don't seem to stand out too much as men who could effectively lead the organization through what are sure to be very challenging times ahead. However, these men have been in charge of drug operations and deadly assassins for many years. Ultimately, their true capabilities won't be known until one of them (or several) step into the hot seat.
A second scenario is that Los Zetas may try to renew or strengthen their ties with the BLO in an attempt to merge the two organizations, or to orchestrate a friendly takeover. Both organizations have been battling El Chapo's Sinaloa Federation for some time, and this presents quite the strategic opportunity for the two cartels to work together again - especially if the BLO is feeling vulnerable and needs to shore up some support in order to keep control of its territory.
A third option is for El Chapo to try to reabsorb the BLO, and likely in a forceful manner. El Chapo has the resources at his disposal to effect such a swift and powerful takeover. The one thing that may work against him in such an attempt is the sheer size of the BLO's territory. They have influence in 17 of Mexico's 32 states and districts, and some will be easier to take over than others.
Here are some additional thoughts:
As the movie title says, there will be blood, no matter what option is taken or what events should transpire. It's only a matter of to what degree will the blood be shed. The BLO is notorious for exacting vicious revenge on the government and its rivals, and ABL's death at the hands of the Mexican navy will be no exception. There are some media reports out that El Chapo sold ABL's location out to the Navy. Whether or not that's true, the ABL will be looking to send some death in the Sinaloa Federation's direction.
The BLO has some of the best intelligence and infiltration capability in Mexico. How much of this capability survives depends on who was running those parts of the BLO. While acquisition of these capabilities would be a long-term goal for any rival - with the acquisition of territory being the high-priority short-term goal - it would be a significant prize.
So, as usual, more to come, and probably sooner rather than later. Power vacuums tend to be filled within a matter of days in Mexico, and this will not be an exception. Just prepare yourself for the reports of increased violence in areas where the BLO has traditionally held influence.