Demand and Supply of Criminal Governance: Experimental Evidence from Mexico, Honduras, Guatemala, and El Salvador

Javier Osorio and Susan Brewer-Osorio

American Political Science Review, 2026, vol. 120, issue 3, _2

Abstract: What explains the demand and supply of criminal governance? Contrary to traditional explanations of criminal governance as top-down control, this study integrates bottom-up demands for assistance and top-down supply of aid and coercion. We argue that the demand for criminal governance stems from civilians’ drive to satisfy their primary necessities, while security concerns motivate criminals to supply governance to prevent civilian resistance. The theory focuses on three main factors: economic difficulties, articulation/resistance capacity, and government response. The empirical strategy uses multiple list experiments conducted in Mexico, Honduras, Guatemala, and El Salvador. On the demand side, results indicate that economic difficulties and civilian articulation capacity shape the demand for criminal aid. On the supply side, criminals largely neglect people’s economic needs. When criminals help, they do it for cheap and to neutralize potential civilian resistance or to compete against the state. However, when economic conditions worsen, criminals revert to imposing lockdowns.

Date: 2026
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