GULF, ZETAS TANGO FOR CONTROL OF TAMAULIPAS/ TEXAS BORDER

[Editor’s Note: This article is an excerpt from STRATFOR GLOBAL INTELLIGENCE’s Mexican Drug War 2011 Update. For the full report, go to http://www.stratfor.com ]

Los Zetas

Los Zetas have had setbacks over the last three months — reduced territory, captured or killed regional leaders, internal control issues — but the organization appears to be able to absorb such losses. Los Zetas have maintained control of their strongholds in Monterrey and Nuevo Laredo as well as the key Gulf of Mexico port of Veracruz, despite the best efforts of the Gulf cartel and elements of the New Federation. STRATFOR sources indicate that the Gulf cartel maintains constant surveillance of all roads leading to Matamoros, making a Zeta move in that direction difficult at best and at this point unlikely. It is more likely that Los Zetas will make a concerted effort to retake Reynosa in the coming months.

Since the beginning of 2011, actions by the Mexican military and federal police have resulted in the loss of at least 11 mid- to upper-level Los Zetas leaders, including Flavio “El Amarillo” Mendez Santiago, one of the original founding members, captured by federal police in Oaxaca on Jan. 18. One of seven Zeta gunmen killed Jan. 25 by Mexican soldiers during a running gunbattle through the Monterrey metropolitan area was identified only as “Comandante Lino,” who is believed to have been the top Zeta leader in Nuevo Leon state.

STRATFOR has heard rumors of a split between Los Zetas leader Heriberto “El Lazca” Lazcano Lazcano and No. 3 leader Miguel “Z-40” Trevino Morales. However, we have not been able to confirm this or determine if the attrition of secondary leaders was affected — or caused — by such a division.

One of the most significant events involving Los Zetas since December 2010 was the Feb. 15 attack against two U.S. Immigration and Customs Enforcement (ICE) agents. The motivation for the attack remains unclear, but viewed against documented Zeta operational behaviors and priorities, it clearly was not consistent with the top leadership’s doctrine and past practices. There has been much speculation regarding the attackers’ motives, but a planned and sanctioned attack against U.S. officials would be certain to bring the full weight of the U.S. government onto the perpetrators, and that is not something the top Zeta leadership would want to invite. This suggests the possibility that lower-level regional leaders either lost control of their operational cells or actually condoned and/or ordered the attack.

Regarding the possibility of neglected control, the erosion of Zeta forces through battle, targeted assassination and capture has been high over the past year. There have been numerous indications that recent Zeta recruits have tended to be younger and less experienced than those who joined prior to 2010. The attrition in leadership has also resulted in leaders who are themselves younger and less experienced. Such a mix may be creating conditions in which young men equipped with vehicles and weapons but with little discipline or oversight are left to their own devices.

A number of mid-level Zeta leaders came from military and law enforcement backgrounds and had received some level of institutional training and education. But many of them likely do not grasp the gravity — or even know about — an incident 26 years ago, when the Guadalajara cartel kidnapped, tortured and killed Enrique “Kiki” Camarena, a special agent with the U.S. Drug Enforcement Administration. In response, the U.S. government orchestrated the annihilation of the Guadalajara cartel in a massive offensive called Operation Leyenda. It is possible that certain midlevel Zetas, lacking knowledge or appreciation of that operation, may not be aware of the potential repercussions of an attack on known U.S. government personnel.

If that is the case, there may be a few sporadic attacks on U.S. government agents in the coming months. But unless such events go unanswered by U.S. agencies, thereby lending the cartels a sense of impunity, it is doubtful that more than a handful of such attacks will occur.

To some extent, out-of-control gunmen within Los Zetas are a self-solving problem. Rash actions by low-level Zetas can and do trigger the occasional harsh “house cleaning,” in which the transgressors, on the orders of top-level leaders, are either killed or betrayed to authorities to send a message to the rest of the organization. Either way, the internal problem weakens the cartel and reduces both its numbers and its organizational efficacy, and it is unlikely that the internal punishment of wayward Zetas protects the organization as a whole from the consequences of their actions.

Los Zetas’ current organizational dynamics suggest that we are likely to see more unsanctioned operations such as the ICE and Falcon Lake shootings. This obviously has implications for U.S. law enforcement personnel and innocent bystanders. Such operations also will continue to induce internal culling of the elements responsible for such attacks. In all likelihood, this internal pressure, when combined with external pressures brought against Los Zetas by their cartel rivals, the Mexican government and American authorities, will continue to take a heavy toll on the cartel. And as losses are replaced with younger and less-experienced operatives, ongoing violence and destabilization will likely erode Los Zetas’ power.