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 .

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

Marcelo Ebrard, head of the  Ministry of Economy (SE) , and Jamieson Greer,  United States Trade Representative (USTR) , met this Monday, April 20, to continue with the second round of review of trade issues of the  Treaty between Mexico, the United States and Canada (USMCA) , where various topics were discussed, such as rules of origin and the automotive and steel industries.

The agenda included a meeting between Mexican and U.S. authorities and representatives of the automotive industry, who discussed Section 232 (steel, aluminum, automobiles and auto parts) with Greer, although it was not specified whether they reached any agreement.

Participants from the automotive sector included Rogelio Garza, president of the Mexican Automotive Industry Association (AMIA) ; Francisco Garza, president of General Motors Mexico; Rodrigo Centeno, president of Nissan Mexicana; Klaus von Moltke, president of BMW Mexico; Miguel Barbeyto, president of Mazda Mexico, among others.

The automotive sector is one of the key industries in the trilateral trade agreement. In the period from January to March 2026,  969,294 cars were manufactured in Mexico , a 0.5% increase compared to the same period last year, according to data from the National Institute of Statistics and Geography (Inegi) .

During the same period, 795,631 vehicles were exported, a 2.5% year-over-year increase . The United States  was the main buyer of cars manufactured in Mexican plants, accounting for 75.8%, or 602,887 units.  Canada followed with 97,801 vehicles—12.3% of exports—reflecting the integration of this sector in the three countries that make up the USMCA.

Authorities from both countries also held a meeting with representatives of the steel sector , including Pedro Rivera González, CEO of Compañía Minera Autlán; Salvador Quesada Salinas, CEO of the National Chamber of the Iron and Steel Industry (Canacero) ; Máximo Vedoya, CEO of Ternium México; and Joseph Woldenberg, executive chairman of the Board of Directors of Tubacero, among others.

Ebrard indicated that representatives of that industry raised with Greer what is happening as a result of Section 232, without elaborating further on the matter.

Steel is one of the products on which Donald Trump, the President of the United States, imposed tariffs of 50%, so that sector will be a key issue in the review of the USMCA, scheduled for July 1.

Jamieson Greer also met with Mexican President Claudia Sheinbaum at the National Palace.

“It was a very cordial dialogue. Obviously, the meeting consisted of a very brief review of where we stand. We’re going to have conversations, and he explained the topics we’re going to discuss, from rules of origin to Mexican sugar exports . Many topics were covered because the Secretary of Agriculture (Julio Berdegué) was also present,” explained Marcelo Ebrard.

Other topics that were reviewed included intellectual property “and the main issues at that time. The treaty review process, I would say, is going very well.”

The Mexican official explained that there were two additional meetings. One was with the Business Coordinating Council (CCE) of Mexico, which stated that ideally the treaty should move forward.

The other meeting was with the American Chamber of Commerce , which indicated that it is important for Mexico and the United States to become more integrated. “We need to replace the things we import from Asia with domestic production between our two countries as soon as possible,” Ebrard said.

He specified that the second round of review could end next Wednesday “because there are many issues to review.”

He pointed out that after these two conversations, the first of which was last March in Washington DC, they would move on to the next phase, which is formal negotiations .

“We estimate that formal negotiations will begin the week of May 25th. To be on schedule, we will maintain very close communication, as we are doing now. And surely by the end of May, we will both be going to Washington and they will be coming to Mexico for the negotiations,” he emphasized.

It is worth remembering that the USMCA has a validity of 16 years, and article 34.7 – the so-called sunset clause – indicates that a review must be carried out six years after it was implemented, where the three countries will evaluate its functioning to see if it continues for another 16 years.

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El cargo US Trade Representative meets with Ebrard; they discuss the automotive and steel sectors under USMCA apareció primero en T21.

The results of the public consultations for the review of the United States-Mexico-Canada Agreement (USMCA) revealed that this trade agreement has been beneficial for the three countries that comprise it and that it should continue , as indicated by Marcelo Ebrard, head of the Ministry of Economy (SE) .

During the presentation of the results of the consultations, which took place between September and November 2025 and involved companies, various chambers of commerce, and more than 2,900 questionnaires, 78.5% of participants indicated that the USMCA is “positive or very positive” in an overall assessment . On average, the percentage of people who considered it positive was 84% ​​by sector and 75.9% by state.

Ebrard indicated that the results show a very broad agreement, but also highlight areas of concern. “Asymmetries, such as a labor mechanism, and other concerns related to unilateral measures, such as the application of tariffs under regulation 232 or any other regulation, like 301, which ultimately violate the treaty.”

He pointed out that there is another very important conclusion from the consultations, which is the principle of certainty in decisions among the three countries, and indicated that the objective of the consultations is to be ready for the start of talks with the United States – since the first round of bilateral meetings between Mexico and the United States will begin on March 16th to review the trade agreement – in which they will address reducing North America’s dependence on other regions of the world, rules of origin, and economic security .

“They raised 54 points of concern, as you know. We raised 12, and we have already resolved most of the 54. Of the 12, I hope to resolve the remaining ones soon, which are related to steel, the automotive industry, and the infamous 25% on non-USMCA compliance, which has now been reduced,” the federal official recalled.

Ebrard also announced that Mexico and Canada will begin bilateral talks in May on the review of the USMCA.

For his part, Vidal Llerenas Morales, Undersecretary of Industry and Commerce of the SE, emphasized that 30 sectoral roundtables participated in the consultations, where all economic sectors were consulted, and one roundtable was held in each of the federal entities of the country.

He said that thanks to the trilateral agreement, a mutually beneficial trade relationship is maintained. “Mexican exports to the United States include, on average, 40% of inputs from that country, and Mexico is the leading exporter to and importer from the United States.”

He stressed that the rules of origin that will be discussed (starting next week) and those that currently exist must promote national integration, but also allow competition with other regions of the world and contribute to improving the country’s production processes.

“To say that in this exercise we have carried out, we have a bloc that integrates more than 500 million consumers and that it is basically 30% of the world’s Gross Domestic Product (GDP). This is a deep productive integration. In 2024, Mexico’s trade with the USMCA countries exceeded 800 billion dollars, 2.2 billion dollars per day and 1.5 million dollars per minute,” he emphasized.

He considered it necessary to better integrate the southern regions of the country into the entire North American production chain, and explained that the northern states are the most integrated and focused on manufacturing and exporting.

“The central and Bajío regions maintain an export relationship of agricultural and manufactured products, and the southeastern states have less economic integration that we have to overcome and that is one of the pending challenges,” he noted.

Luis Rosendo Gutiérrez, Undersecretary of Foreign Trade at the Ministry of Economy, explained that the consultations were part of a process undertaken to ensure a successful outcome on July 1st . He stated that the results confirm a broad consensus and the need to maintain the USMCA, although there are elements that can be strengthened, “and that is what we will focus on.”

In that regard, he announced that a delegation will travel to Washington DC next week to begin the permanent work of the USMCA negotiation tables during the week of March 16.

Among the topics they will review, initially with the United States government, but later including Canada, he said are rules of origin, strengthening supply chains  , and “everything we can start producing in our region that we are currently importing from Asia.”

“When we talk about this topic, it might seem somewhat abstract (strengthening supply chains), but when there is a Strait of Hormuz that today puts global logistics at risk, what we can have in our region is resilience and economic security; so that if we need a chip to be able to produce what our electronics export industry produces, we can strengthen the chains and not be dependent on what is being produced today in other parts of the world,” he emphasized.

In her participation, Altagracia Gómez Sierra, coordinator of the Advisory Council for Economic, Regional and Relocation Development, agreed that the results of the consultations form a consensus for the USMCA to continue.

He recalled that the Mexico Plan speaks not only of reducing dependence or substituting imports, but also of developing local suppliers and producing with more added value.

“For the Mexico Plan, we have two goals: for goods from national industry, such as textiles, footwear, and toys, we want to reach 50 percent. For global supply chains, such as automotive, aerospace, and pharmaceuticals, we want an increase of at least 15 percent,” he said.

Graciela Márquez, president of the National Institute of Statistics and Geography (Inegi) , explained that the consultations were enriched by the contributions of people belonging to companies, chambers, unions, state governments and academia from all over the country.

“The report presented today synthesizes these voices and organizes them as an empirical basis for the national discussion on the future of the agreement,” he emphasized.

According to the document outlining the results of the consultations, certainty, sustainability, and competitiveness should be the guiding principles of Mexico’s position for the review of the USMCA.

Sectoral consultations on services, tourism, automotive, heavy vehicles, electronics, steel, mining and energy agreed that the country has the conditions to attract investments in multimodal infrastructure, storage, transport and high value-added services.

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El cargo Mexicans show overwhelming support for the continuation of the USMCA; public consultation results revealed apareció primero en T21.

In anticipation of the upcoming review of the United States-Mexico-Canada Agreement (USMCA) , scheduled for July of this year, the heavy vehicle industry outlined its priorities: strengthening the domestic market, curbing imports of used vehicles from the United States, and taking advantage of regional integration opportunities.

Rogelio Arzate, executive president of the National Association of Bus, Truck and Tractor-Trailer Manufacturers (ANPACT) , stated that the sector will work in coordination with the federal government to address the challenges that remain after a challenging 2025 and in light of the review process of the trilateral trade agreement.

One of the most important fronts will be curbing the influx of imported used vehicles. “We have a ratio of 65 used vehicles for every 100 new vehicles we sell, 65 of which come from the United States,” he stated.

To address this situation, he explained that they will seek to establish reference prices , require certificates of origin, and raise tariffs on these types of units.

The goal, he said, is to reduce the impacts associated with pollution and insecurity linked to these units.

In parallel, the association will promote a fleet renewal program —going beyond the traditional concept of scrapping older vehicles—that incorporates tax incentives , improved financing options, and guarantees. It will also include vehicle repair and closer support from the industry for carriers, especially owner-operators, through better service conditions, training, and competitive pricing.

The context is significant. The Mexican heavy vehicle industry closed 2025 with a marked contraction. Between January and December, wholesale sales totaled 30,673 units, representing a 54.7% drop compared to the same period in 2024, according to figures from ANPACT.

The cargo segment declined by 55% and the passenger segment by 53%, reflecting a generalized adjustment in demand for new units in a less dynamic environment that persisted throughout the year.

In terms of foreign trade , exports also failed to reverse the negative trend in 2025. From January to December, 113,931 heavy vehicles were shipped abroad, a reduction of 28.6% compared to 2024.

The cargo segment accounted for virtually all shipments, with 113,915 units, while the passenger segment was marginal, with only 16 units exported throughout the year. The United States remained the primary destination for heavy vehicles manufactured in Mexico, followed by Canada and Colombia; in total, shipments reached 14 countries during 2025.

The start of 2026 also showed no clear signs of recovery on the external front. In January, 4,783 heavy vehicles were exported to the United States , a decrease of 54.9% compared to the same month in 2025.

This destination accounted for the vast majority of exports, followed by Canada with 233 units, confirming the structural importance of the US market for the Mexican industry.

Overall, the high dependence on the United States market explains the relevance that the USMCA review will have for the sector, not only in terms of rules of origin, but also in terms of trade certainty, production integration and export flows.

Under the USMCA, the heavy vehicle industry will have to increase the regional content of its units from 64% to 70% by 2027, which means that more parts will have to be manufactured in Mexico, the United States or Canada.

For the sector, this adjustment implies a challenge in terms of productive adaptation, but it also opens opportunities to strengthen the supply chain established in Mexico and attract new investments that allow the manufacture in the region of components that are currently imported from other markets.

Arzate explained that the work will focus on strengthening local capabilities, attracting foreign direct investment, and developing Mexican suppliers.

Additionally, the review agenda will include issues of infrastructure, border crossings and labor aspects , with the expectation of maintaining a technical and coordinated dialogue with the federal government during the process.

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El cargo ANPACT prepares agenda ahead of USMCA review and proposes halting imports of used heavy vehicles apareció primero en T21.

The outlook for the automotive industry in the face of the revision of the United States-Mexico-Canada Agreement (USMCA) is not encouraging, according to experts, who agreed that the process will be complex and marked by external pressures seeking to tighten rules of origin.

During the XXIII International Congress of the Automotive Industry in Mexico (CIIAM) , Rogelio Garza, executive president of the Mexican Association of the Automotive Industry (AMIA) , warned that the review will not only bring technical negotiations, but also a political debate with the intention of toughening conditions and evaluating the impact of the growing Asian participation in the value chains.

“A complicated process is shaping up,” he stated, noting that the challenge will be maintaining a balance in regional integration in the face of external interests.

For his part, Francisco González, executive president of the National Auto Parts Industry (INA) , emphasized that Mexico cannot limit itself to assembling vehicles, but must increase the domestic content in the automobiles of the future. To achieve this, he said, it is necessary to integrate more small and medium-sized enterprises (SMEs) into the supply chain, especially at the second and third levels, and support them with financing, training, and quality certifications .

“Every additional point of regional content represents more jobs, more local innovation, and more attraction of foreign direct investment,” he said.

Along the same lines, Guillermo Rosales, executive president of the Mexican Association of Automobile Dealers (AMDA) , noted that Mexico’s competitiveness will not be defined solely by the treaty negotiations, but also by the internal conditions the country manages to guarantee.

He emphasized the need to maintain a level playing field with regional partners, with clear rules and a certain environment that allows dealers and distributors to continue promoting vehicle renewal. He warned that, as long as there is no regulatory certainty, investment and planning decisions will remain on hold.

Experts agreed that, in light of the USMCA review, the central challenge will be to strengthen regional competitiveness , recognizing that North American value chains are indivisible.

Under pressure from external actors and Asian competition, Mexico must strengthen its local supply chain and ensure internal conditions that consolidate it as a strategic partner in the region.

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El cargo The automotive industry anticipates an uphill battle in the USMCA review. apareció primero en T21.

The kickoff of the 23rd International Congress of the Automotive Industry in Mexico (CIIAM) was marked by a reiterative message: the industry cannot face the upcoming revision of the United States-Mexico-Canada Agreement (USMCA) alone .

In this sense, the uncertainty generated by tariff changes and political pressures requires joint strategies and more robust supply chains to sustain Mexico’s competitiveness in the North American context.

The warning came initially from Alejandro Malagón, president of the Confederation of Industrial Chambers (Concamin) , who said the automotive sector faces an environment of uncertainty and tariff pressures that could be complicated by the revision of the treaty in 2026.

“The industry needs to be united and have strategies,” he noted, emphasizing that the challenges are not only economic, but also political, technological, and social , which increases the complexity of the situation.

Malagón argued that the solution cannot be achieved in isolation. North American integration is the only path, as the benefits are not only reflected in maintaining competitiveness, but also in ensuring that investment continues to flow and consolidate quality jobs.

“Mexico must compete as a region with the United States and Canada,” he emphasized, while calling for the creation of internal conditions (infrastructure, regulatory certainty, and a skilled workforce) that will attract and retain new investment.

Along the same lines of strengthening regional integration, Claudia Ávila, Director General of Customs and International Affairs at Mexico’s National Customs Agency (ANAM) , emphasized the strengths that distinguish Mexico from other countries.

He emphasized that the country is the only one in the region capable of guaranteeing geographic visibility and traceability in compliance with rules of origin , which has motivated several companies to move production processes from China to the country.

“Today, 90% of the manufacturing industry installed in Mexico complies with these rules,” he stated. He said this situation constitutes clear evidence of the solidity of the trade legal framework and the country’s ability to take advantage of its geographic proximity.

He recalled that since the North American Free Trade Agreement (NAFTA) came into force in 1994, Mexico has ceased to be an oil-producing nation and has become a high-value-added manufacturing nation , “with talent that breaks the notion of cheap labor and positions itself on a plane of increasing specialization.”

Ávila went further, warning that Mexico cannot be content with being just an assembly country. The next step is to increase the domestic content in the vehicles of the future , a task that involves integrating small and medium-sized enterprises (SMEs) as second- and third-tier suppliers, linking them with large automakers, he explained.

To achieve this, he said, financing, training, and quality certifications are essential, since each additional point of regional content means more jobs, more local innovation, and more foreign direct investment .

Another point he emphasized was the role of customs. He made it clear that their role should not be limited to being a tax collection authority, but rather they must become catalysts for competitiveness , adopting smart systems and agile processes to simplify procedures, combat corruption, and streamline foreign trade operations.

The opening remarks at CIIAM agreed that the current situation (marked by the tariff discussion and the revision of the USMCA) requires Mexico to strengthen its supply chains and strengthen regional integration.

Both Malagón and Ávila emphasized that the country has unique conditions to play a strategic role in North America , but warned that the challenge will be maintaining that position in an increasingly demanding environment with rules subject to constant review.

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El cargo Mexico and the automotive industry face the challenge of revising the USMCA apareció primero en T21.