How does the spot track work? Do you have to push a button to report your position or is it more like an epirb that reports your position automatically? If its something that you have to do manually to report your position, you can pretty much rule out theft. I'm fairly certain that the thieves are not going to think its a good idea to report their position to the world. But if its an automatic thing, different story.
My (optimistic) guess is that things got a bit rough, he figured that he'd cross and try his luck in the gulf. If things don't work out, he's obviously planned to be off work until September, might as well drive it and fish the hell out of baja!
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