Trump Ends Immigration Surge in Minnesota, Border Czar Homan Says

Speakers

Tom Homan — Border Czar

Operational Success & Drawdown: Homan announces the conclusion of the Minnesota immigration surge, citing the successful removal of public safety threats and a "significant drawdown" of forces currently underway.
State-Federal Coordination: The operation is highlighted as a proof-of-concept for "unprecedented levels of coordination" between federal agents and local/state law enforcement, suggesting a replicable model for future enforcement actions.

Ticker	Direction	Speaker	Thesis	Time
GEO /CXW	LONG	Tom Homan Border Czar	Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.	—