Journal of Development Economics · 2026 · Eduardo Hidalgo、Erik Hornung、Pablo Selaya
中文摘要
我们研究NAFTA如何改变了墨西哥暴力的地理分布。我们提出,这一开放边境政策提高了墨西哥贩毒集团的走私利润,导致它们之间爆发暴力竞争。我们通过比较1994年NAFTA实施后拥有与不拥有毒品走私路线的市镇在毒品相关凶杀案上的变化来检验这一假设。这些路线是经预测得到的最低成本路径,连接近期有毒品走私被查获记录的市镇与美国陆路口岸。在这些路线上,每10万居民凶杀案增加2.1起,相当于NAFTA实施前均值的26%。这些结果无法由贸易冲击导致的工人实施暴力的机会成本变化所解释。
Abstract
We study how NAFTA changed the geography of violence in Mexico. We propose that this open border policy increased trafficking profits of Mexican cartels, resulting in violent competition among them. We test this hypothesis by comparing changes in drug-related homicides after NAFTA’s introduction in 1994 across municipalities with and without drug-trafficking routes. Routes are predicted least cost paths connecting municipalities with a recent history of detected drug trafficking with U.S. land ports of entry. On these routes, homicides increase by 2.1 per 100,000 inhabitants, which is equivalent to 26% of the pre-NAFTA mean. These results cannot be explained by changes in worker’s opportunity costs of using violence resulting from the trade shock.