This summer time, Dan Ciccarone, a doctor and avenue drug researcher on the College of California, San Francisco, despatched a group to assemble knowledge on town’s streets in areas the place illicit fentanyl has been a killer for years. They discovered one thing surprising.
“The fentanyl provide is drying up for some purpose,” Ciccarone mentioned. “Hang around on the streets, discuss to individuals — the medication are arduous to search out and costlier.”
When avenue fentanyl started spreading within the American avenue drug provide starting in 2012, most consultants believed the lethal artificial opioid was unstoppable. Fentanyl is reasonable, simple to make and vastly worthwhile. The black market provide chain that feeds U.S. demand for the drug is operated by a few of the most subtle and ruthless prison gangs on the planet.
However Ciccarone mentioned that over the previous six months, he started listening to from avenue drug consultants across the U.S. who additionally have been seeing considerably much less fentanyl and fewer overdoses.
“I head from Ohio, I heard from West Virginia, and I heard from Maryland and Arizona, and so they’re all telling me the identical factor: some form of provide scarcity on the road,” he mentioned.
There are skeptics, individuals who query this development, however a few of the high drug coverage analysts within the U.S., in addition to consultants with shut ties to avenue fentanyl markets, consider the info reveals a significant disruption within the lethal fentanyl provide chain.
“It is a improvement that many drug coverage consultants wouldn’t have imagined,” mentioned Vanda Felbab-Brown on the Brookings Establishment, who research worldwide prison organizations that make and smuggle fentanyl.
She mentioned drug gangs look like trafficking much less fentanyl and are additionally “adulterating” or weakening the efficiency of the fentanyl being bought. “Everybody has been caught unexpectedly by the extent of the adulteration of fentanyl,” Felbab-Brown mentioned. “And much more considerably by claims in sure locations within the U.S. that there’s not sufficient fentanyl accessible.”
Researchers typically agree there was an “unprecedented” drop in fentanyl purity in some components of the US. Labs that check avenue fentanyl are discovering it reduce or watered down much more aggressively, typically with an industrial chemical often called BTMPS.
An industrial chemical combined into fentanyl
“We have had samples that have been simply BTMPS and never any fentanyl,” mentioned Nabarun Dasgupta, an dependancy researcher primarily based in North Carolina who assessments fentanyl samples collected from illicit drug markets across the nation.
Edward Sisco, a analysis chemist on the Nationwide Institute of Requirements and Expertise who helped analyze fentanyl samples, mentioned it is a thriller why drug gangs would use BTMPS in fentanyl mixtures. There isn’t any indication the substance causes customers to get excessive.
“It is generally used to stop UV degradation of plastics, and it has another industrial makes use of as nicely,” Sisco mentioned, including that it seems the chemical is being added to fentanyl powders intentionally early within the provide chain, probably in drug labs in Mexico.
“When one thing new comes into the drug market, it often is available in one geographical location. It’s totally uncharacteristic to see [BTMPS] present up everywhere in the nation at one time,” he mentioned.
Whereas BTMPS is taken into account poisonous to people, it would not trigger overdoses or rapid demise.
Some drug coverage consultants consider these shifts within the fentanyl provide are elements within the sudden nationwide decline in fentanyl-related deaths, which dropped by roughly 10% final yr, based on the Facilities for Illness Management and Prevention.
Dennis Cauchon, a hurt discount activist in Ohio, believes that sample is seen in his state, the place deadly overdoses have fallen even quicker in 2024, down by roughly a 3rd. “If you happen to take a look at the share of fentanyl in Ohio’s drug provide, you’ll be able to predict what number of deaths there will probably be,” Cauchon mentioned. “So the true query is, why has fentanyl declined?”
This query is being fiercely debated by drug coverage and dependancy consultants.
Are Mexican drug cartels and their Chinese language companions lastly feeling strain?
Some analysts consider worldwide strain on Chinese language corporations that make fentanyl precursor chemical compounds could also be an element. Others assume a world crackdown on Mexican drug cartels that smuggle fentanyl into the U.S. is lastly affecting the black market provide chain.
“There have been practically 70,000 kilos of fentanyl seized alongside the Southwest [U.S.] border within the 24 months ending in August 2024,” mentioned Jen Daskal, a deputy assistant to President Biden on the Nationwide Safety Council who focuses on fentanyl coverage. “That is extra fentanyl seized previously two fiscal years than within the prior 5 years mixed.”
Seizures are one a part of the technique. The U.S. has additionally steadily ramped up direct strain on the Mexican cartels, trying to seize fentanyl earnings, arresting high Sinaloa leaders and gaining extra cooperation from the Chinese language and Mexican governments.
Daskal acknowledged that drug deaths stay unacceptably excessive within the U.S. however mentioned the Biden administration’s fentanyl technique is displaying progress: “We’re seeing the results by way of lives saved.”
Final yr, the cartels appeared to acknowledge the strain. They issued public guarantees to curb fentanyl manufacturing and smuggling into the US. The usDrug Enforcement Administration voiced skepticism in regards to the gesture, calling it “a public relations stunt.”
However Felbab-Brown at Brookings now believes some form of significant “disruptions to U.S. provide” might have occurred inside Mexico. She says the cartels might also hope to scale back legislation enforcement give attention to their operations by intentionally weakening the efficiency of avenue fentanyl.
“It might be their determination on the wholesale provide stage to be adulterating fentanyl to scale back mortality. If that’s the case, that’s nonetheless a big accomplishment by U.S. legislation enforcement, shaping markets and habits,” she mentioned.
“We should be actual cautious about being too optimistic”
Not everyone seems to be satisfied the discount in fentanyl provide on America’s streets is significant. Dan Salter leads a federal activity drive focusing on drug traffickers in Georgia, North Carolina and South Carolina.
Salter informed NPR that there was an enormous drop-off within the quantity of fentanyl turning up in drug seizures in his a part of the U.S. in 2024. “We have seized virtually 75 kilograms of fentanyl this yr to date,” he mentioned. “In 2023, we seized 216 kilograms.”
However based on Salter, that is probably a brief and modest provide disruption that is unlikely to final: “I believe we should be actual cautious about being too optimistic.”
Rachel Winograd, a drug coverage researcher on the College of Missouri-St. Louis, can be skeptical that disruptions to the fentanyl pipeline are inflicting the drop-off in drug deaths, that are down by 34% in Missouri.
“Drug seizures on the border and elsewhere did actually ramp up in 2023,” she mentioned. “However I don’t assume that has something to do with the lower, not less than not right here in Missouri.”
Winograd thinks different elements, together with higher dependancy therapy and the unfold of the drug overdose reversal treatment naloxone are greater elements saving lives.
Specialists agree the U.S. avenue drug provide stays extremely poisonous and harmful. Substances getting used to adulterate fentanyl, together with BTMPS and xylazine, a horse tranquilizer that is often known as “tranq,” seem to trigger fewer deadly overdoses however are nonetheless dangerous to people. Entrance-line hurt discount employees additionally worry the rising variability in fentanyl purity may put some customers in danger as they attempt to handle their doses.
Haven Wheelock, who works on the road for a corporation known as Outdoors In in Portland, Ore., mentioned the sudden shift within the fentanyl provide is inflicting some individuals experiencing dependancy to hunt assist. “May or not it’s a motivating issue for people to do one thing completely different by way of searching for therapy? Completely. It may additionally result in extra dangerous behaviors,” she added.
Wheelock warned that some individuals in extreme dependancy may additionally wind up injecting fentanyl, fairly than smoking it, a observe that’s thought-about extra harmful.
Ciccarone, the road drug researcher in San Francisco, believes an total drop in fentanyl availability and purity has slowed overdoses in a significant approach, contributing to a 15% drop in drug deaths in his metropolis to date this yr.
“The one factor that might actually clarify it is a provide shock,” he mentioned. “The fentanyl is drying up.”
Most consultants interviewed by NPR agreed the drop in fentanyl provide is important and widespread however mentioned it would take months of analysis and extra knowledge to substantiate whether or not the change could have a long-lasting affect.