We argue that the increase of the ratio baryon/meson due to the presence of strong colour fields and percolation in ultra-high energy hadronic collisions, helps to explain some of the global features of ultra-high energy cosmic ray cascades at E>10^18 eV and, in particular the observed excess in the number of muons with respect to current models of hadronic interactions. A reasonable agreement with the small value and slope of the average depth of shower maximum Xmax vs shower energy -- as seen in data collected at the Pierre Auger Observatory -- can be obtained with a fast increase of the p-Air production cross-section compatible with the Froissart bound.
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