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All research
Geopolitical risk
Mexico Succession Crisis, the CJNG Power Vacuum and Market Playbook
For markets, the event is not merely a security headline. It is a supply chain and capital flow event with measurable impacts across travel and tourism, hospitality, agri-food supply chains and defense technology.
For markets, the event is not merely a security headline. It is a supply chain and capital flow event with measurable impacts across travel and tourism, hospitality, agri-food supply chains and defense technology.
What’s inside
- Executive summary
- The event: El Mencho’s death and the CJNG retaliation
- Short watch: airlines and travel
- Short watch: hotels and booking platforms
- Short watch: agri supply chain, avocados, produce and beer
- Long basket: defense, intelligence and security technology
- Trade matrix and risk framework
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K2 Research TeamMar 2, 2026
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How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
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