Transportation and logistics is one of the industries that would be impacted by the upcoming review of the United States-Mexico-Canada Agreement (USMCA) , as there could be modifications that affect the supply chain, in addition to a tightening of the rules of origin that suppliers would have to comply with, agreed specialists from CIAL Dun & Bradstreet , a firm specializing in offering technological solutions and data.

“The review of the USMCA will put pressure on logistics chains in terms of traceability, compliance, and supplier validation, focusing on demonstrating where products come from, who participates in the chain, and how reliable their suppliers and third parties are, not just in terms of efficiency and costs, and as a result, it will have an impact on operating times and costs,” explained Diana Chávez, a specialist in fiscal, regulatory, and credit risk at CIAL Dun & Bradstreet.

In the webinar  “Business Risk 2026: how to anticipate the review of the USMCA” , Chávez considered that logistics companies, whose operations are closer to North America, will be the most exposed and those that will have the greatest impact from possible changes during the negotiation process of the trilateral trade agreement.

In this scenario, he raised the issue of diversifying suppliers, since if the product or services offered do not comply with regulations, established rules of origin, or documentary traceability, delivery times will be extended , causing friction between customers and suppliers, which would imply higher costs and penalties.

“This whole issue of review, the regulatory issue that is coming with the USMCA, leads us to wonder if the supply chain will really be able to withstand all of this, so it is very important to prevent, to see how you are going to operate, what effects it may have, because if you fail to comply with any rule, there may be a fine and with that, your operation may be stopped,” the specialist explained.

Therefore, it is important that companies start looking to regional suppliers that have the infrastructure and capacity to avoid jeopardizing the company’s operations.

“I think that’s a practice that all procurement or purchasing departments should have in order to always be diversifying, because many times you have one or two suppliers operating your entire business and when these types of regulations come into play or there’s some non-compliance on the other side, substitution becomes very complicated,” emphasized Rodrigo Ramírez, Regional Product Marketing Manager at CIAL Dun & Bradstreet.

He added that another issue to consider in the review of the USMCA is compliance, where suppliers also have to work on the rules of origin, “all the outgoing documentation, because now the regulations not only go to the companies, they also go to their corporate structures, their partners, shareholders and here we are talking about a possible transfer of risk , because if these suppliers have any type of risk, that is precisely what will become the problem for companies when starting a commercial relationship with them.”

In the webinar , both Chávez and Ramírez outlined two possible scenarios resulting from the USMCA review , scheduled for July 1st. The first is that there will be consensus among the three member countries, extending the agreement to 2042. The second is that there will be no consensus, and the trade agreement will be subject to annual review and extended until 2036, “which is when the treaty would end.”

According to analysts, other industries that would be impacted by the review of the USMCA are automotive and auto parts, electronics and advanced manufacturing, critical minerals and metals, agribusiness and food, as well as energy .

Among those sectors, one of the most affected would be the automotive sector, since there is a high level of integration in the supply chains of Mexico, the United States, and Canada.

In April 2026 alone, the export of vehicles manufactured in Mexico totaled  286,317 units, an annual growth of 11.4% ; while in January-April of this year, 1,081,948 cars were exported , an increase of 4.6% compared to the same period in 2025.

The United States  was the main destination for light vehicle exports, accounting for 76% , or 821,984 units.  Canada followed  with 134,245 vehicles , representing 12.4% of exports.

The upcoming review of the USMCA is forcing companies to have much more regionalized supply chains, as they seek to reduce their dependence on Asia and move part of their operations to Mexico or North America, which implies new challenges and building strong, highly visible supply chains .

More than a trade adjustment, Diana Chávez considered that this scenario will accelerate the need for more transparent, traceable logistics chains subject to constant monitoring .

Comment and follow us on LinkedIn:  @Humberto Cruz Moya  /  @GrupoT21

El cargo CIAL Dun & Bradstreet predicts impact on logistics industry from USMCA review apareció primero en T21.

Transportation and logistics is one of the industries that would be impacted by the upcoming review of the United States-Mexico-Canada Agreement (USMCA) , as there could be modifications that affect the supply chain, in addition to a tightening of the rules of origin that suppliers would have to comply with, agreed specialists from CIAL Dun & Bradstreet , a firm specializing in offering technological solutions and data.

“The review of the USMCA will put pressure on logistics chains in terms of traceability, compliance, and supplier validation, focusing on demonstrating where products come from, who participates in the chain, and how reliable their suppliers and third parties are, not just in terms of efficiency and costs, and as a result, it will have an impact on operating times and costs,” explained Diana Chávez, a specialist in fiscal, regulatory, and credit risk at CIAL Dun & Bradstreet.

In the webinar  “Business Risk 2026: how to anticipate the review of the USMCA” , Chávez considered that logistics companies, whose operations are closer to North America, will be the most exposed and those that will have the greatest impact from possible changes during the negotiation process of the trilateral trade agreement.

In this scenario, he raised the issue of diversifying suppliers, since if the product or services offered do not comply with regulations, established rules of origin, or documentary traceability, delivery times will be extended , causing friction between customers and suppliers, which would imply higher costs and penalties.

“This whole issue of review, the regulatory issue that is coming with the USMCA, leads us to wonder if the supply chain will really be able to withstand all of this, so it is very important to prevent, to see how you are going to operate, what effects it may have, because if you fail to comply with any rule, there may be a fine and with that, your operation may be stopped,” the specialist explained.

Therefore, it is important that companies start looking to regional suppliers that have the infrastructure and capacity to avoid jeopardizing the company’s operations.

“I think that’s a practice that all procurement or purchasing departments should have in order to always be diversifying, because many times you have one or two suppliers operating your entire business and when these types of regulations come into play or there’s some non-compliance on the other side, substitution becomes very complicated,” emphasized Rodrigo Ramírez, Regional Product Marketing Manager at CIAL Dun & Bradstreet.

He added that another issue to consider in the review of the USMCA is compliance, where suppliers also have to work on the rules of origin, “all the outgoing documentation, because now the regulations not only go to the companies, they also go to their corporate structures, their partners, shareholders and here we are talking about a possible transfer of risk , because if these suppliers have any type of risk, that is precisely what will become the problem for companies when starting a commercial relationship with them.”

In the webinar , both Chávez and Ramírez outlined two possible scenarios resulting from the USMCA review , scheduled for July 1st. The first is that there will be consensus among the three member countries, extending the agreement to 2042. The second is that there will be no consensus, and the trade agreement will be subject to annual review and extended until 2036, “which is when the treaty would end.”

According to analysts, other industries that would be impacted by the review of the USMCA are automotive and auto parts, electronics and advanced manufacturing, critical minerals and metals, agribusiness and food, as well as energy .

Among those sectors, one of the most affected would be the automotive sector, since there is a high level of integration in the supply chains of Mexico, the United States, and Canada.

In April 2026 alone, the export of vehicles manufactured in Mexico totaled  286,317 units, an annual growth of 11.4% ; while in January-April of this year, 1,081,948 cars were exported , an increase of 4.6% compared to the same period in 2025.

The United States  was the main destination for light vehicle exports, accounting for 76% , or 821,984 units.  Canada followed  with 134,245 vehicles , representing 12.4% of exports.

The upcoming review of the USMCA is forcing companies to have much more regionalized supply chains, as they seek to reduce their dependence on Asia and move part of their operations to Mexico or North America, which implies new challenges and building strong, highly visible supply chains .

More than a trade adjustment, Diana Chávez considered that this scenario will accelerate the need for more transparent, traceable logistics chains subject to constant monitoring .

Comment and follow us on LinkedIn:  @Humberto Cruz Moya  /  @GrupoT21

El cargo CIAL Dun & Bradstreet predicts impact on logistics industry from USMCA review apareció primero en T21.

Diversifying suppliers, customers and markets is the key that large companies and small and medium-sized enterprises (SMEs) must take in the face of the tariff uncertainty that the United States has driven and that has spread globally, said Tarsicio González , sales team leader at CIAL Dun & Bradstreet , a company specializing in offering technological solutions and data.

In the webinar Tariffs 2025: How to Navigate Uncertainty , conducted by the firm, he said that 80% of SME sales are focused on a single client and this dependence puts them in a state of vulnerability, when the ideal would be for them to have a “wide range” to handle complicated environments .

Given the uncertainty surrounding external factors such as tariffs, he believed that companies can’t wait and see what happens, because that could put them out of business.

“Beyond remaining with that expectation, we have to find a way to deal with that situation,” the specialist emphasized.

Mexico is the gateway to the United States market, and as the country’s largest trading partner, tariffs have changed the landscape for various businesses, both for large companies and SMEs.

In Mexico and most Latin American countries, he noted, companies lack sufficient information about their suppliers.

In a world dominated by uncertainty, it’s important to know how to find the right data to make the best decisions and measure risks so that companies can achieve profitability with a better outlook, González said.

“If a large company wants to analyze your information and you only have data from what happened during the COVID-19 pandemic, the evaluation won’t be optimal, so it’s important to keep the information up to date,” he noted.

For Tarsicio González, understanding the tariff issue is important, since eight out of every 10 products Mexico sends abroad end up in the United States.

“The value chains leading to the United States are impacted by tariffs, which affects large American retailers and impacts consumers,” he noted.

It’s worth remembering that the protectionist policies promoted by US President Donald Trump are nothing new, as he has used them since his first term to extract political and economic benefits from other countries.

“What we’ve noticed in the markets is that many projects are on hold in case the tariffs are implemented or not. It’s the perfect storm, because many industries are waiting,” said González, who added that this has caused customers in supply chains to seek more economical logistics, as well as more accessible services and raw material suppliers.

Regarding nearshoring ,  he estimated that Latin America could attract up to $78 billion in investments from the relocation of production lines, and in Mexico’s case, this represents an opportunity to diversify production and find new customers and suppliers.

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El cargo Diversification, a window of opportunity in the face of tariff uncertainty apareció primero en T21.

The uncertainty generated by the United States’ economic policy with the imposition of tariffs has affected business confidence when deciding to invest, according to the Global Indicator of Business Opinion Confidence (IGOEC) , which stood at 48.6 points last April , as revealed this Friday by the  National Institute of Statistics and Geography (INEGI) .

According to figures obtained from the  Monthly Business Opinion Survey (EMOE) , this weighting represented a drop of 0.6 points compared to March 2025 and 6.2 points compared to the previous year.

The agency detailed that, in April 2025, the manufacturing industry confidence indicator was 48.5 points , which was 1.2 points lower than last March, and represented the second consecutive month with declines.

The components that make up the aforementioned indicator fell, with the one related to whether it is the right time to invest standing out with a drop of 3.2 points .

Meanwhile, construction reported a positive result, achieving a monthly increase of 0.1 points in April; the component that showed the greatest growth was the one related to the company’s current economic situation, with an increase of 1.8 units .

In turn, the  trade sector  confidence indicator decreased 1.8 points compared to March 2025, reaching 47.4 points . The largest decline was related to the company’s future economic situation, with a decrease of 2.9 points .

The non-financial private services confidence indicator increased 0.2 points month-over-month to 49.7 points ; the right time to invest was the component with the largest increase, rising 1.9 points during the period.

According to CIAL Dun & Bradstreet , the Mexican economy is facing a complex situation, characterized by stagnant productive activity and a slowdown in employment.

The firm, which specializes in providing technological solutions and data,  considered that this stems from local factors such as the elimination of autonomous bodies and reforms to the Judiciary , as well as external factors such as the uncertainty surrounding U.S. tariffs , which have negatively impacted Mexico’s economic performance.

Under this scenario, the International Monetary Fund (IMF) revised its growth forecasts for Mexico, projecting a 0.3% contraction in 2025, in contrast to the 1.4% growth estimated last January.

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El cargo Low business confidence in Mexico in April; Trump’s tariffs are one of the reasons apareció primero en T21.

Issues related to judicial reform generate significant debate about its potential impact on informality within small and medium-sized enterprises (SMEs) in Mexico. Specialists consider that it could have collateral effects on the business environment, especially in sectors where this segment depends on formality to integrate into global supply chains.

In this sense, the possible administrative burden or changes in regulation could cause some SMEs to opt for informality as a mechanism to avoid new obligations.

In this regard, Rodrigo Ramírez, Regional Product Marketing Manager of CIAL Dun & Bradstreet , shared his vision on the matter and, although he distanced himself from the political issue, he explained the main trends that could counteract some of the effects of this reform in the context of SMEs.

According to Ramírez, digitalization is revolutionizing the way large companies evaluate their suppliers, streamlining these processes by up to 80% and reducing the time required by up to 95%. This technological advance allows companies to manage large volumes of supplier information more efficiently.

Digital platforms become essential tools for companies, allowing them to receive and evaluate supplier documentation through secure links.

In addition, automated decision engines generate data that determine whether a supplier meets established requirements, thus streamlining the process of incorporating them into supply chains.

On the other hand, although digitalization significantly improves evaluation processes, Ramírez pointed out that SMEs face major challenges . Among them, he highlights the need to strengthen their credibility and visibility in a highly competitive market.

Ramírez stressed the importance of the DUNS number , a unique global identifier that accredits a company as trustworthy and facilitates its participation in tenders with large corporations.

SMEs must also improve their financial health and demonstrate their ability to meet short-term obligations.

He recommended that SMEs work on their sustainability , not only to improve their market opportunities, but also to align themselves with the growing demands for environmental, social and corporate governance (ESG) criteria.

He highlighted that more than 70% of global companies already incorporate ESG criteria in their supplier selection processes, and SMEs must adapt to these new requirements to remain competitive.

Although judicial reform could have an indirect impact on the formality of SMEs , current trends in supplier evaluation , driven by digitalization and ESG criteria, offer an opportunity for small and medium-sized companies to strengthen their position in the global market, provided they adopt the necessary tools and practices to meet new market demands.

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El cargo Judicial Reform and the Challenge of Formality in SMEs apareció primero en T21.

The main productive sectors of Mexico are experiencing a slowdown, which could significantly impact the demand for logistic and commercial services, as identified by a recent analysis by CIAL Dun & Bradstreet.

According to the analysis, the Mexican economy has shown signs of slowing down in the agricultural, industrial, and service sectors. During the first quarter of this year, the Gross Domestic Product (GDP) grew by just 1.9% annually, the slowest pace since the first quarter of 2021, when the country was beginning to recover from the 2020 pandemic crisis.

The agricultural sector recorded a modest increase of 0.7% annually. Meanwhile, the industrial sector grew by only 1.5%, reflecting a stagnation in manufacturing for several consecutive quarters.

Additionally, construction has shown a significant slowdown after strong growth in the second half of last year. Meanwhile, the service sector, although it grew by 2.4%, has also seen a moderation in its expansion rate.

Analysts at CIAL Dun & Bradstreet expect Mexico’s GDP to grow by 2.1% this year, a slight downward revision from the previous estimate of 2.3 percent. Meanwhile, for 2025, a growth of 2.8 percent is projected.

Additionally, inflation in the first half of May reached 4.78% annually, in line with market expectations. However, while core inflation decreased to 4.31%, non-core prices continued to increase at a rate of 6.27% annually, suggesting further increases in the coming months. This inflationary behavior suggests that the Bank of Mexico will maintain its reference rate at the current 11.00% to contain inflation.

Meanwhile, the commercial sector has also begun to feel the effects of economic moderation. Wholesale sales have remained weak due to industrial stagnation in the United States and the poor performance of Mexican exports. Retail sales, on the other hand, saw modest growth of 0.6% annually in March, a significant deceleration compared to previous months. This slow growth could be linked, according to the analysis, to employment slowdown, high interest rates, and moderation in real wages.

In contrast, revenues from private non-financial services grew by 3.9% annually in March, aligning with the positive performance of the services GDP, which continues to outpace the industrial sector in terms of growth.

The National Institute of Statistics and Geography (INEGI) estimated annual economic growth in Mexico of around 1.7% in April, following strong results in February and March. However, a moderation in growth is expected throughout the year, with a GDP projection of 2.2% for 2024 according to the Citibanamex survey.

The analysis by CIAL Dun & Bradstreet also shows that so far this year, financial markets have demonstrated positive evolution. The exchange rate has remained below 17 pesos per dollar, which could provide some economic stability in a context of global and local challenges.

The scenario of deceleration affecting all productive sectors poses significant challenges for the demand for logistic and commercial services, while inflation and high interest rates remain persistent concerns. However, growth expectations for 2025 offer a perspective of moderate recovery that could revitalize the country’s economy.

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El cargo Understanding Mexico’s Economic Slowdown: Analysis by CIAL Dun & Bradstreet apareció primero en T21.