Illicit drugs are everywhere. Since at least the Imperial Chinese attempts at curbing the British opium trade, governments have – for one reason or another – tried to end, or at least restrict as far as possible, the flow of drugs they find objectionable. From cannabis to cocaine, and opium/heroin to fentanyl, massive, militarized law enforcement structures have been built up, to try and end the trade.
For the most part, these efforts have failed.
The problem are the iron laws of supply and demand, and the Streisand Effect: If you overreact to the problem, people get curious as to why…and when trust in government is problematic, that urge becomes obsessive. And in an environment of induced artificial scarcity, imposed by efforts to ban “Bad Thing X” – be that drugs or alcohol – both demand for that substance, as well as its price tends to skyrocket…and the harder law enforcement cracks down, the more creative the suppliers get in bringing their product to market.
Case in point: The “narco submarine“. We discussed the “big-state” military aspects of leveraging narco-sub technology last year, but now we take a deeper dive into the flip-side of the “big-state” use of this ecosystem.
The evolution of narco-submarine technology from crude, semi-submersible craft to sophisticated vessels capable of trans-Atlantic voyages represents more than just an escalation in drug trafficking capabilities—it signals a potential paradigm shift in how insurgent and terrorist organizations could maintain covert supply networks across vast distances.
Traditional counter-insurgency doctrine has long emphasized the critical importance of disrupting enemy supply lines. However, the emergence of advanced narco-submarines, some capable of carrying multi-ton payloads across oceanic distances while remaining largely undetected, introduces a new variable into this equation. These vessels, originally developed by South American drug cartels to transport cocaine, have demonstrated remarkable sophistication in recent seizures, featuring diesel-electric propulsion, advanced navigation systems, and even air-independent propulsion capabilities.
The implications now extend far beyond narcotics. Intelligence assessments suggest these platforms could theoretically transport weapons, explosives, communications equipment, or even personnel across traditional maritime security perimeters. Unlike conventional smuggling methods that rely on commercial shipping or aircraft — both heavily monitored — narco-submarines operate in the vast expanses of international waters where detection remains extraordinarily difficult.
This point cannot be overstated: While the “old school” methods have long been known, and control measures developed to address them, the rise of covert submarine logistics at the small(ish) scale is a titanic problem, because almost any coastal beach, inlet or swamp is now a potential delivery point. While traditional inseriton methods like rough airstrips or road checkpoints can be easily identified, the sheer scale and unimproved nature of naval landing avenues severely hamstrings surveillance efforts – airstrips, roads and even drop zones are almost comically easy to identify, especially when they are not on official maps as crossing or entry points. Beaches, however, are everywhere.
Recent interdictions have revealed vessels with ranges exceeding 6,000 nautical miles, sufficient to connect South American manufacturing bases with conflict zones in Africa, the Middle East, or even Europe. The technical expertise required to construct these platforms has proliferated through criminal networks, with evidence suggesting construction techniques and blueprints have spread beyond their Colombian and Ecuadorian origins.
A primary case study of even non-submersible combat logistics support to an insurgent force comes from Mozambique, in 2020-2023:
The Islamist insurgency in Cabo Delgado demonstrated sophisticated maritime capabilities between 2020-2023 that transformed what began as a land-based rebellion into a complex amphibious threat. Ansar al-Sunna militants systematically leveraged traditional dhow boats and small craft to create covert supply networks that proved nearly impossible for Mozambican security forces to interdict.
The insurgents’ capture of the port of Mocímboa da Praia in August 2020 marked a strategic watershed, providing direct access to established heroin trafficking routes from the Makran Coast. Intelligence assessments suggest the group began “taxing” drug shipments landed from dhows, creating a maritime revenue stream that complemented traditional funding sources. This convergence of insurgent logistics and narcotics trafficking created a self-reinforcing cycle — drug money funded operations while operational control over landing sites enabled further revenue collection.
The tactical sophistication was remarkable. Insurgents used coordinated land-sea assaults, arriving simultaneously from multiple vectors to overwhelm defensive positions. They demonstrated proficiency with maritime navigation, successfully conducting what were functionally full-on amphibious operations across the island chains of the Quirimbas archipelago. Perhaps most concerning, they showed adaptive capabilities — after reportedly sinking a Mozambican patrol boat with an RPG-7, they captured additional vessels to expand their maritime fleet.
The geographic advantages were substantial. Cabo Delgado’s extensive coastline, numerous islands, and traditional reliance on dhow-based trade provided perfect cover for covert supply operations. The insurgents exploited the fact that legitimate maritime commerce — fishing, inter-island transport, and traditional trade — created background noise that masked military supply movements. With limited Mozambican naval capabilities and virtually no maritime patrol presence, the ocean became an uncontested highway for insurgent logistics.
For insurgent groups, the strategic value is clearly compelling. As the World War 2 OSS demonstrated, traditional arms trafficking routes face increasing scrutiny from international security partnerships and advanced surveillance systems. Port security measures, while effective against conventional smuggling, are largely irrelevant to vessels that can surface miles offshore and transfer cargo to smaller craft or coastal staging areas.
The financial model also aligns with insurgent economics. Drug trafficking organizations have demonstrated willingness to treat narco-submarines as expendable assets — vessels are often scuttled after single-use missions. This operational approach could extend to insurgent logistics, where the strategic value of delivered materiel outweighs platform preservation.
Counter-narcotics operations have struggled with these platforms despite significant resource investments. The U.S. Coast Guard estimates that even with enhanced detection capabilities, the vast majority of narco-submarine transits remain undetected. This detection challenge would be magnified in insurgent applications, where hostile groups’ operational security might be even tighter and cargo manifests wouldn’t trigger the same intelligence indicators as bulk narcotics shipments.
The convergence of criminal and insurgent networks is not theoretical — established precedents exist in regions where these organizations share operational space and mutual interests. The DEA has linked 19 of 43 officially designated foreign terrorist organizations to some aspect of the global drug trade, demonstrating that such collaborations are already occurring. The Revolutionary Armed Forces of Colombia (FARC) provided a decades-long example of how insurgent groups can leverage drug trafficking networks to fund operations and maintain supply lines, activities that continue with the FARC’s splinter factions.
Perhaps most concerning is the adaptive nature of this technology. Each interdiction reveals new innovations: improved stealth characteristics, enhanced range capabilities, and increasingly sophisticated construction techniques. The rapid evolution suggests that by the time security services develop effective countermeasures, the threat may have already evolved beyond current detection and interdiction capabilities.
This potential weaponization of narco-submarine technology by hostile non-state actors represents a convergence of criminal innovation and insurgent logistics that could fundamentally challenge existing maritime security frameworks and force a reassessment of how covert supply networks might operate in an era of advanced surveillance.
