During his address to Congress on March 4, US President Donald Trump did not mince words about the threat drug cartels pose: “The cartels are waging war on America, and it’s time for America to wage war on the cartels.” His statement marks the clearest indication so far that the new administration is serious about confronting the cartels and follows a series of escalating actions.

Two weeks earlier, on February 20, the Trump administration officially designated eight Latin American cartels, including six from Mexico, as Foreign Terrorist Organizations (FTOs) for their major roles in drug smuggling and human trafficking into the United States. The move marks a major escalation in the administration’s efforts to cripple the cartels, as an FTO designation grants the administration access to enhanced counterterrorism authorities, such as the ability to launch covert operations authorized by the president. The FTO designation came only days after the Mexican Senate approved the presence of the US Army’s 7th Special Forces Group to conduct joint training with Mexico’s elite Naval Marine Corps.

The Trump administration’s FTO designation and US Special Forces presence in Mexico comes as the administration is taking other notable steps. The United States has imposed new tariffs on Canada and Mexico to pressure them into greater cooperation against cartels and trafficking. On orders from the president, US Northern Command launched new deployments at the US southern border. And Central Intelligence Agency (CIA) surveillance drone flights, approved by Mexico, have reportedly gathered intelligence on cartel operations within the country. The rapid speed and scale of these apparent foreign counteroffensive preparations, arguably not seen since the early stages of the War on Terror, may indicate that the United States is on the verge of direct military action, either unilaterally or with the Mexican military, against cartels on Mexican soil.

While it remains unclear what the US administration will decide next, a scenario outlining what such an engagement might entail can be constructed by examining recent developments in the US-Mexico relationship and US counterterrorism efforts.