US President Donald Trump raised tariffs on Canadian imports, while maintaining existing tariffs on Mexico and China, citing their failure to curb the trade in fentanyl and its component chemicals.
He has also threatened higher tariffs on Mexican imports but delayed enforcement to allow for negotiations to take place.
How serious is the fentanyl crisis in the US?
Fentanyl is a synthetic drug manufactured from a combination of chemicals. US regulators approved it for use in medical settings as a pain reliever in the 1960s, but it has since become the main drug responsible for opioid overdose deaths in the US.
More than 48,000 Americans died in 2024 after taking drug mixtures containing fentanyl, according to the US Centres for Disease Control (DCD).
The US has long accused Chinese corporations of knowingly supplying the chemical components to gangs who trade in them. The White House has also accused Canada and Mexico of failing to prevent criminal gangs from smuggling fentanyl into the US.
It is frequently mixed with other illicit drugs, leading many users to be unaware that the substances they are consuming contain fentanyl.
As little as a two milligram dose of fentanyl – roughly the size of a pencil tip – can be fatal.
Over the past decade, the global fentanyl supply chain has expanded, making it harder for law enforcement and policymakers to control.
China is the primary source of the precursor chemicals used to produce fentanyl.
Canada’s role in the fentanyl trade
President Trump has accused Canada – alongside Mexico – of allowing “vast numbers of people to come in and fentanyl to come in” to the US.
According to data from the US Customs and Border Patrol, only about 0.8% of all seizures of fentanyl entering the US so far this year were made at the Canadian border. Almost all of the rest is confiscated at the US border with Mexico.
But in January, Canada’s financial intelligence agency reported that organised criminal groups in Canada are increasingly involved in the production of fentanyl by importing chemicals used to make it and lab equipment from China.
The trade in fentanyl takes place in both directions.
In the first 10 months of 2024, the Canadian border service reported seizing 10.8lb (4.9kg) of fentanyl entering from the US, while US Border Patrol intercepted 32.1lb (14.6kg) of fentanyl coming from Canada.
In December, the country pledged C$1.3bn ($900m; £700m) for combating fentanyl and enhancing border security.
And in February, Prime Minister Justin Trudeau announced the appointment Kevin Brosseau, as Canada’s fentanyl czar.
Most fentanyl enters the US via Mexico
Since last October, 9,200 lb (4,182kg) of fentanyl have been seized in the US, according to figures published by US Customs and Border Patrol (CBP).
Almost all (96%) was intercepted at the south-west border with Mexico. Less than 1% was seized across the northern US border with Canada. The remainder was from sea routes or other US checkpoints.
According to the US Drug Enforcement Agency (DEA), Mexican criminal organisations – including the Sinaloa Cartel – play a key role in producing and delivering fentanyl, methamphetamine and other illicit drugs into the US.
The chemicals used to make fentanyl are sourced from China by traffickers and turned into the finished product in labs in Mexico before being smuggled into the US.
According to the DEA, the Sinaloa Cartel uses a variety of tactics to conceal shipments coming into Mexico, such as hiding the chemicals among legitimate commercial goods, mislabelling the containers, using front companies, and shipping through third party countries.
The Trump administration has accused the Mexican government of colluding with the drug cartels. Mexico’s President Sheinbaum says the claims are “slander.”
In December, shortly after Trump had threatened Mexico with tariffs, the country’s security forces announced their largest ever seizure of fentanyl – equivalent to around 20 million doses.
In response to the threat of tariffs from the US, in February the Mexican government launched Operation Northern Border, deploying 10,000 national guard troops along the US-Mexico border.
China is the main source of fentanyl chemicals
In 2019, China classified fentanyl as a controlled narcotic and later added some of the chemicals used to make it to the list.
Despite this, the trade in other chemicals involved in the manufacturing of fentanyl – some of which can have legitimate purposes – remain uncontrolled, as those involved in the trade find new ways to evade the law.
A review of several US indictments, which include details of undercover agents communicating with Chinese manufacturers, suggests that some chemical companies in China have been selling chemicals – including controlled ones – in the knowledge that they are intended to make fentanyl.
Dozens of indictments reviewed by BBC Verify detail instances where Chinese manufacturers have provided instructions on how to make fentanyl from products they sell, through encrypted platforms and cryptocurrency payments.
“So you have these massive loopholes where criminals engage in selling legal products, but they knowingly sell them to criminal entities,” says Vanda Felbab-Brown, senior fellow in foreign policy at the Brookings Institute.
In a statement, China said it had some of the strictest drugs laws in the world and had conducted joint operations with the US in the past.
“The US needs to view and solve its own fentanyl issue,” it said.
And while China remains the main source of the chemicals used to make fentanyl, the DEA has also identified India as an emerging major source for these chemicals.
In a US indictment from January 2025, two chemical companies in India were charged with supplying the chemicals used to make fentanyl to the US and Mexico.
By BBC News
Email your news TIPS to Editor@Kahawatungu.com — this is our only official communication channel
