I still don’t see any evidence that the Nazis are gone. We’re basing that entirely on the fact Todd was by himself later on, but we have no reason to expect Jack and his crew to hang around while Todd cooks.
I also think people are overemphasizing Todd’s crush on Lydia. I think it’s obviously there for a reason, but I think we have seen evidence that for whatever reason Todd has been very gung ho to be involved in and very good at the meth stuff from day one. He’s been a “go getter” since before he ever met Lydia.
This whole time we’ve known that Walt comes back for a reason. My thoughts on that were that he was coming back to rescue either Jesse or his family, at least back when the season began.
Now, I don’t know. I don’t see a scenario where him coming back specifically to rescue Jesse makes sense. For one, he seemed to be quite happy with the prospect Jesse be killed, right in front of him. He had no problem with Jesse instead being tortured and then killed. For two, I don’t see a logical scenario that comes up where Walt would even be made aware that Jesse has been kept alive as a meth cooking slave.
So the other option then is Walt’s family. Right away though, I see no reason for the Nazis to go after Walt’s family. The Nazis honestly don’t care about the purity of the meth, and if they did, they have Todd with Jesse as a meth slave. There’s also the possibility the Nazis have just left Todd and Todd is on his own (I’m skeptical on that.)
So for the meth business folks (this includes Lydia, Todd, the Nazis etc) to go after the White family they would need some reason to do so. Off the top of my head, the only thing that makes sense in that regard is Jesse kills Todd, perhaps utilizing the same trick Walter used to kill/disable the drug dealers in the RV back in Season 1.
However, for that to make sense I have to believe Jesse is killed as well. Because if Jesse somehow kills Todd and escapes, I’d imagine Lydia or the Nazis first move is going after Angela and Brock, and either killing them or using them to re-enslave Jesse they’ll be very mad about Todd, but will want their manufacturing to continue–although that would be a Lydia move, I don’t believe Uncle Jack would view any individual meth cook as irreplaceable and would demand Jesse be executed out of revenge for Todd.
Another option is Walt comes back because of something to do with the DEA, and there is no shoot out coming at all. Instead Walt is setting up an elaborate scheme to put all the bad stuff the DEA is really interested in (Hank and Gomez’ murder now being on top of their list of concerns) onto either himself/Heisenberg or the Nazis. That gets the White family totally off the hook legally.