Jeff Vail gives ample documentation and links to show that the nation-state of Mexico is collapsing.
John Robb echoes the idea with Just-in-time disruption begins in Mexico. A pipeline was blown up by insurgents, and 800 businesses have been shut down, in addition to the gas supply to several cities.
Then there’s the increasing power of the drug cartels, who often are better-armed and equipped than police, as well as controlling some areas (and police as well.)
What happens if Mexico starts to wobble? We may find out.