It's unquestionable that violent crime in Mexico has gone up over the past several years, but the question is: does that represent a supply chain risk? I don't have the data, but it doesn't seem like cartels or violent criminals typically target civilian manufacturing infrastructure.

Mexico has a lot of manufacturing already, and a relatively healthy demographic distribution (that is, unlike the US and some other developed countries, they actually have enough young folks to replace the old folks leaving the workforce). I feel like Mexico would have to try very hard to fail at being a manufacturing powerhouse in North America.

As an aside, this is a good reason for the US to really strengthen its relationship with Mexico and try to help Mexico fix its problems; the US is probably going to be even more dependent on Mexican manufacturing in the future when this whole supply chain shuffle shakes out.