“We are going to close the sale of uncertainty,” said Marcelo Ebrard, head of the Ministry of Economy (SE) , in relation to the upcoming review of the Treaty between Mexico, the United States and Canada (USMCA) , highlighting the role that the Economic Development Poles for Well-being will have in the new trade order, which, he considered, “has as its axis a geopolitical idea.”
The federal official explained that the trilateral trade agreement “will survive ,” although investment plans toward Mexico cannot wait, as he assured that the stage of greatest uncertainty has already been overcome, so there are elements to estimate the continuity of the USMCA .
During the First National Meeting of Economic Development Hubs for Well-being , Ebrard announced that the review process of the agreement will begin in January 2026 , and expressed his confidence that the renewal will take place on July 1.
By July 2nd, many companies from within the country and abroad will decide whether or not to invest in Mexico, and this is where the economic hubs will become relevant, the Secretary of Economy stated.
“What do you think will happen on July 2nd? Many companies that are still deciding will make their decisions. Both domestic and international companies. The question is, will the industrial parks be ready? I mean, what will Mexico be offering to compete? Well, there are 100 private industrial parks and we have these industrial development hubs. So, who is responsible for making sure they’re ready? We are, there’s no one else to look to.”
It’s worth noting that of the 15 planned industrial parks in the country, six are already under construction, and the rest are expected to begin in the second quarter of 2026. So far, the largest investments have been made in the automotive sector in Durango, Tlaxcala, Puebla, and Michoacán.
In logistics , investments are concentrated in Celaya, Bajío Logistics Gateway; Tlaxcala, Distribution and Marketing Center; Hidalgo, Distribution and Logistics Services; Michoacán, Canadian Pacific Kansas City (CPKC) , which is a railway integration system.
Ebrard maintained that Mexico is the United States’ main trading partner, which is a determining factor for the continuation of the USMCA. ” It’s clear that the treaty will survive because we are the United States’ main trading partner. No one buys more from the United States than Mexico anymore.”
According to the United States Department of Commerce , total trade between the northern neighbor and Mexico was $71,774.7 million in September 2025. During that period, Mexico also positioned itself as the main destination for US products, with $27,196.3 million .
The Secretary of Economy emphasized that another important factor is that the United States needs Mexico for a large part of its strategic activities , since “the U.S. automotive industry would not be competitive without Mexico. There is no way.”
According to data from the National Institute of Statistics and Geography (Inegi) , in the period January-November 2025, the main buyer of cars manufactured in Mexico was the United States, with 2,484,816 units, representing a 78.6 percent share. Canada followed, with 346,214 vehicles, accounting for 11% of exports.
Marcelo Ebrard also indicated that Mexico represents a substantial part of the United States’ economic prosperity , “or at least a good part of its economy. For example, think of Texas. Who is Texas’s number one customer for gas? It’s Mexico. And so on. That’s one factor.”
“So, for those reasons, plus the first one I just told you, that is, political leadership, plus structural reasons, equals, the treaty will survive.”
He explained that the international context has changed towards a trade model based on geopolitical and regional production criteria, so Mexico must increase its productive capacity and the national content of its exports.
Given this, he stressed that Economic Development Hubs are key to preparing the country after the USMCA review, and therefore urged their consolidation through infrastructure, services, and defined legal frameworks.
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