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Trump used fentanyl to justify tariffs, but the crisis was already easing

President Trump says fentanyl smuggled into the U.S. is a key reason for imposing tariffs on Canada, China and Mexico. But NPR found that Trump and his team made false statements about the fentanyl crisis. Canada, in particular, plays no meaningful role in America's fentanyl-overdose epidemic.
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President Trump says fentanyl smuggled into the U.S. is a key reason for imposing tariffs on Canada, China and Mexico. But NPR found that Trump and his team made false statements about the fentanyl crisis. Canada, in particular, plays no meaningful role in America's fentanyl-overdose epidemic.

President Trump says illegal street fentanyl is one of the main justifications for sweeping trade tariffs he plans to impose against Canada, China and Mexico on Tuesday. A statement issued by the White House describes the synthetic opioid as fueling a "national emergency" that warranted tough action.

Experts say the reality is far more complex.

President Trump and his team misstate key facts about the fentanyl crisis

On Inauguration Day, Trump said foreign drug cartels are "killing 250,000 [or] 300,000 American people per year." On Friday, White House spokesperson Karoline Leavitt said tariffs are warranted because fentanyl has "killed tens of millions of Americans."

These claims are false.

While the overdose epidemic is a serious crisis, experts in law enforcement, drug policy research and public health agree street drugs have killed vastly fewer people.

Fentanyl became a pivotal issue during the 2024 presidential campaign, despite evidence the crisis was rapidly improving. Pictured is an anti-drug sign in Leavenworth, Kan.
UCG / Universal Images Group Editorial
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Universal Images Group Editorial
Fentanyl became a pivotal issue during the 2024 presidential campaign, despite evidence the crisis was rapidly improving. Pictured is an anti-drug sign in Leavenworth, Kan.

During the most severe period of the opioid crisis, in 2022 and 2023, total overdose deaths — including fentanyl, methamphetamines, heroin, cocaine and all other drugs — peaked at around 114,000 fatalities per year. And while drug overdose deaths have been wrenching for many families, fentanyl deaths haven't come close to killing tens of millions of people.

State and federal data also shows the crisis was improving at an unprecedented pace before these tariffs were announced. Fatal overdoses from fentanyl and all other street drugs have plummeted nationally by more than 21% since June 2023, according to the latest data from the Centers for Disease Control and Prevention, falling below 90,000 deaths in a 12-month period for the first time in roughly half a decade.

What role does Canada play in the U.S. fentanyl supply?

Almost none. In its fact sheet, the Trump administration says Canada has a "growing footprint" in narcotics distribution with Mexican cartels active in the country. But law enforcement and drug policy experts agree that Canada plays a minimal role in fentanyl smuggling into the U.S.

President Trump and Canadian Prime Minister Justin Trudeau met numerous times during Trump's first term. In his second term, Trump has made fentanyl a flashpoint in the relationship, despite evidence that fewer than 50 pounds of fentanyl was smuggled into the U.S. from Canada in 2024. That compares with more than 21,000 pounds smuggled into the U.S. from Mexico.
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President Trump and Canadian Prime Minister Justin Trudeau met numerous times during Trump's first term. In his second term, Trump has made fentanyl a flashpoint in the relationship, despite evidence that fewer than 50 pounds of fentanyl was smuggled into the U.S. from Canada in 2024. That compares with more than 21,000 pounds smuggled into the U.S. from Mexico.

During remarks Saturday night, Prime Minister Justin Trudeau said smuggling from Canada contributes less than 1% of the fentanyl street supply in the U.S. Data from the U.S. Drug Enforcement Administration supports Trudeau's claim.

In 2024, only about 43 pounds of fentanyl was seized at America's northern border. That compares with roughly 21,100 pounds seized at the southern border.

Before these tariffs were announced, Canadian law enforcement had already moved to target and crack down on fentanyl producers, hoping to curb the overdose crisis occurring in their own country.

What role does Mexico play in the U.S. fentanyl supply?

The White House fact sheet says "the Mexican drug trafficking organizations have an intolerable alliance with the government of Mexico."

It's widely accepted that drug cartels in Mexico produce the vast majority of street fentanyl flowing into the U.S. The previous Mexican president, Andrés Manuel López Obrador, adopted a controversial "hugs not bullets" approach to drug gangs. Most cartel experts say they have managed to corrupt many government officials.

Claudia Sheinbaum, president of Mexico, recently launched an anti-fentanyl campaign aimed at discouraging her country's citizens from using the drug. Experts say before President Trump announced tariffs against Mexico, Sheinbaum was already taking tougher action against drug cartels.
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Claudia Sheinbaum, president of Mexico, recently launched an anti-fentanyl campaign aimed at discouraging her country's citizens from using the drug. Experts say before President Trump announced tariffs against Mexico, Sheinbaum was already taking tougher action against drug cartels.

But under current Mexican President Claudia Sheinbaum, enforcement actions against drug gangs have escalated, as has cooperation with U.S. law enforcement officials targeting the cartels and their finances. According to the U.S. Drug Enforcement Administration, the amount of fentanyl seized by the U.S. on the southern border plunged last year by roughly 20% and the potency of fentanyl pills also declined sharply.

What role does China play in the U.S. fentanyl supply?

Law enforcement agencies and government officials in the U.S. agree most of the so-called precursor chemicals used to make street fentanyl flow from industrial companies in China to drug gangs in Mexico. For years, China's government infuriated U.S. officials by resisting efforts to target and disrupt this supply chain.

Under pressure from the Biden administration, however, Chinese officials implemented new regulations last year, helped crack down on money laundering by drug organizations and made some arrests.

By October 2024, a growing number of U.S. officials and experts on fentanyl smuggling told NPR these measures were finally squeezing the pipeline of fentanyl reaching American streets, making the drug harder to find.

In a statement, China's foreign ministry said U.S. tariffs scheduled to go into effect on Tuesday will undermine cooperation against drug trafficking.

Copyright 2025 NPR

Brian Mann
Brian Mann is NPR's first national addiction correspondent. He also covers breaking news in the U.S. and around the world.