China's new ban on fentanyl-related substances will be a game-changer; says Trump

Under pressure from Trump, China on May 1 banned all chemical analogues of fentanyl, the synthetic drug at the heart of an overdose epidemic that is killing tens of thousands of people a year in the United States.

U.S: President Donald Trump says China's new ban on all fentanyl-related substances will be a "game-changer" in the deadly US opioid crisis, but experts warn it may just shift production elsewhere -- particularly Mexico.

Under pressure from Trump, China on May 1 banned all chemical analogues of fentanyl, the synthetic drug at the heart of an overdose epidemic that is killing tens of thousands of people a year in the United States.

Trump won the fentanyl concession as part of his trade war with China, which is allegedly the world's leading supplier of the powerful narcotic, along with designer drugs that mimic it and the precursor chemicals used to make all of them.

But law enforcement officials and anti-narcotics experts warn the ban will probably just push production to other countries -- including the United States' southern neighbour, whose powerful drug cartels are already deeply immersed in fentanyl trafficking.

Blame it on the "balloon effect", the idea that banning a drug is like trying to squeeze the air out of a balloon: it just moves somewhere else.

The US Drug Enforcement Administration (DEA) is preparing for exactly that possibility.

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"It's a balloon effect.... As we put more pressure on China, they'll just send the chemicals over to Mexico to make (fentanyl) there," a DEA official told AFP, speaking on condition of anonymity.

Chinese suppliers will now likely start shipping "pre-precursors" abroad to get around the ban, he said.

So many different substances can be used to make fentanyl, and the Chinese chemicals industry is so massive, that it will be impossible to regulate every potential source of the drug, he added.

"They'll figure out how to go generate two or three (chemicals) to replace the one we just put controls on," he said.

"It's great that they did that, but a chemist can go back to what is uncontrolled, work that up to the precursor they need, and make fentanyl."

The balloon effect is what pushed narcotics production to China in the first place, experts say.

Responding to a crystal meth boom in the United States around the turn of the millennium, authorities imposed tougher controls on cough syrups and other legal medications used to "cook" the drug.

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The new regulations hit American meth labs hard. But they gave Mexican cartels a new line of business -- leading them to develop connections with the chemical industry in China, which supplied them precursors for meth.

Then, the opioid epidemic began to take hold in the United States, rooted in decades of over-prescription of addictive painkillers.

That led to tighter controls on prescription narcotics such as OxyContin, and so Chinese suppliers expanded into making fentanyl -- a potent narcotic up to 100 times stronger than morphine that has killed thousands of people in the US, including celebrity overdose victims Tom Petty and Prince.

Soon, Mexican cartels were trafficking counterfeit pain pills into the United States made with Chinese fentanyl.

With the Chinese ban now in place, Mexican criminal groups such as the Sinaloa and Jalisco New Generation cartels, whose current role in the production is limited, have an incentive to onshore more of the fentanyl supply chain, said Edgardo Buscaglia, an organized crime expert at Columbia University.

"The Chinese ban will clearly create an effect where smaller suppliers, including Mexico, scale up production to satisfy demand. That's how markets work," he said.

"Production will also expand in Pakistan, India, North Korea," he added.

But "Mexico, in particular, has a very serious problem regulating its pharmaceutical industry," he said. "And it's an enormous, enormous market. So it's very possible fentanyl production will increase in Mexico with the criminal structures that already exist.