alt Hacker NewsI thought this was already well-established public information? That fentanyl came mostly from China was never in doubt, what people were arguing about was whether this was happening with the tacit approval of the Chinese government. Then in 2023 China cracked down on it, and supplies dried up. Whether that was because it was a big enough issue to get their attention, or it was on purpose and they decided it was no longer serving their interests I suspect we'll never know, but I definitely read multiple articles in 2023 about the fentanyl crackdown in China.
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People are always talking about this precusor from China, but I have no idea what this precursor is. Are they chemicals that are useful for lots of things or is it only useful for this? Because if it is the former, then China is just selling regular ass legal chemicals because they are the worlds number 1 supplier of manufactured goods.
No, it was in doubt.
Now fentanyl is produced from readily available precursors in Mexico. In underground labs: https://www.nytimes.com/2024/12/29/world/americas/inside-fen...
Fentanyl is so potent that just one lab can easily satisfy all the US demand with it, around 10kg a day. That's also why it's ridiculously hard to fight, one smuggled barrel of pure product can supply the entire US for months.
So no, there is no "supply shock". There's just more free Narcan (naloxone).
Biden era cooperation with China on the issue was at the heart of this.
It wasn't about the direct supply of Fentanyl, or even (by that stage) the direct supply of Fentanyl precursor drugs .. (that gangs used to industrial shed chem lab into Fentanyl) ... this was cutting back and limiting bulk supply of the precursor precursors to shady onselling networks to starve the labs.
Was going well (as per the paper) until US / China relations went in the toilet.
Some of this is covered in The Hidden Cost of Trump’s Trade War on China (March 18, 2025) - https://www.nytimes.com/2025/03/18/opinion/trump-china-trade...
written by a former deputy assistant secretary for US international narcotics and law enforcement affairs.
ADDENDUM: 20 page PDF of data, graphs, suppleentary material from the original 8th January 2026 Science paper
Did the illicit fentanyl trade experience a supply shock? Kasey Vangelov et al (doi/10.1126/science.aea6130)
here: https://www.science.org/doi/suppl/10.1126/science.aea6130/su...