GENERAL SITUATION IN MEXICO
Weekly Review I September 10, 2025
US - MEXICO
US-MX Relationship Developments
Mexican Exports to the US
• In July 2025, Mexican exports to the United States hit a record $45.37 billion, accounting for 15.5% of total US imports.
• Mexico surpassed both Canada and China as the top US trade partner.
• 85% of exports complied with USMCA rules of origin, showing stronger alignment with the trade agreement.
• The surge bolsters Mexico’s position ahead of upcoming USMCA renegotiations, providing greater leverage with Washington.
• Mexico announced plans to impose tariffs on Chinese textiles, aligning with US priorities, protecting domestic industries, and reinforcing its commitment to fair trade.
• Overall, Mexico seeks to maintain preferential US market access, encourage exporter compliance, and balance global competition pressures.
US - MEXICO PRESIDENTIAL NEWS
Marco Rubio’s Visit to Mexico City
• On September 3, 2025, US Secretary of State Marco Rubio met with President Claudia Sheinbaum in Mexico City.
• Talks centered on border security and bilateral cooperation amid US tariff pressures and USMCA talks.
• Agreements included: — Migration control measures.
— Combatting fentanyl trafficking and disrupting organized crime. — Preventing illegal arms flows into Mexico.
• Both governments emphasized sovereignty and mutual respect, creating a high-level implementation group to monitor progress.
• The visit reinforced US recognition of Mexico’s security efforts, potentially strengthening Mexico’s hand in trade negotiations.
SOURCES: NYT, EL FINANCIERO, CONAGUA
US-MX Water Agreements
• A national review of concessions is being carried out to regularize expired water rights and ensure sustainable access.
• Foreign Minister Juan Ramón de la Fuente met with US Senator Ted Cruz to discuss bilateral water agreements, signaling progress toward resolving cross-border water disputes.
LEGISLATIVE CHANGES AND INITIATIVES
FISCAL
• INITIATIVE WITH DRAFT DECREE TO AMEND ARTICLE 33 OF THE LAW OF FISCAL COORDINATION, REGARDING DIGITAL INFRASTRUCTURE AND UNIVERSAL ACCESS TO INFORMATION AND COMMUNICATION TECHNOLOGIES
Presented by: Dip. Luis Orlando Quiroga Treviño (NL - PVEM)
Objective: Allocate resources from the Fund for Municipal Social Infrastructure and the Territorial Demarcations of Mexico City to basic infrastructure for information technologies, telecommunications, and broadband Internet access.
Status: 2025-08-27 – Published in the Parliamentary Gazette
PERSONAL DATA
• INITIATIVE WITH DRAFT DECREE TO AMEND ARTICLE 63 OF THE FEDERAL LAW ON PROTECTION OF PERSONAL DATA HELD BY PRIVATE PARTIES
Presented by: Senator Saúl Monreal Ávila (ZacMORENA)
Objective: Establish penalties of three months to three years imprisonment and fines of 100 to 300 days of the general minimum wage in Mexico City for data controllers who, knowing of a personal data breach, fail to notify affected individuals and the National Institute for Transparency, Access to Information, and Personal Data Protection (INAI) within the legal timeframe.
Status: 2025-09-01 – Published in the Parliamentary Gazette
LABOR
• INITIATIVE WITH DRAFT DECREE TO AMEND SECTION IV OF PART A OF ARTICLE 123 OF THE POLITICAL CONSTITUTION OF THE UNITED MEXICAN STATES
Presented by:Congress of the State of Baja California
Objective: Establish that for every forty hours of work, employees are entitled to at least one full day of paid rest.
Status: 2025-09-02 – Published in the Parliamentary Gazette
• INITIATIVE WITH DRAFT DECREE TO AMEND AND ADD VARIOUS PROVISIONS TO THE LAW FOR THE DEVELOPMENT OF THE COMPETITIVENESS OF MICRO, SMALL, AND MEDIUM-SIZED ENTERPRISES
Presented by: Deputy Juan Carlos Valladares Eichelmann (SLP - PVEM)
Objective: Strengthen MSMEs through digitalization, inclusion, and adaptation to labor reform and global competitiveness trends.
Status: 2025-08-27 – Published in the Parliamentary Gazette
NEWS BY STATE
BAJA CALIFORNIA
Mexico’s 460+ industrial parks, with 128 more planned by 2030, are adopting solar energy as a key driver of competitiveness and sustainability in the context of nearshoring. With industries consuming over 60% of the country’s electricity, solar generation and battery storage (BESS) help reduce costs, cut CO₂ emissions, and meet ESG standards, though clean energy currently covers only 1.2% of demand. New financing models and regulatory advances are accelerating adoption, positioning renewable-powered parks as decisive factors for attracting investment and integrating global supply chains.
SOURCE: INDUSTRIAL NEWS BC
NEWS BY STATE
CHIHUAHUA
Chihuahua will host the Automotive and Aerospace Nearshoring Summit 2025 on September 10–11 at the city’s Convention and Exhibition Center. The event, announced by Ulises Alejandro Fernández Gamboa, Secretary of Innovation and Economic Development, aims to position the state as a national hub for the automotive and aerospace industries by attracting investment, integrating local companies into global value chains, and boosting competitiveness through innovation and high-value processes.
Building on last year’s edition, which gathered over 600 companies, 1,600 attendees, and 10,400 business meetings, organizers expect to surpass those figures while fostering dialogue on growth opportunities for Chihuahua and Mexico in these strategic sectors.
SOURCE: PAUSA MX
NUEVO LEON
The ALUMEXICO Summit & Expo 2025 kicked off in Nuevo León, positioning the state as a strategic hub for the aluminum and steel industries. Inaugurated by Governor Samuel García, the event gathered over 500 attendees and highlighted the need to eliminate Section 232 tariffs that hinder competitiveness under USMCA. García emphasized Nuevo León’s record economic growth, major public investments, and high export integration, while calling for trilateral cooperation with Mexico, Canada, and the U.S. to support global players like Nemak and Ternium. Federal and industry leaders reaffirmed their commitment to strengthen Mexico’s role as a key player in the global aluminum sector.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
GUANAJUATO
Guanajuato announced it has over 7,100 hectares of industrial parks, with 3,650 hectares still available for new companies and projects. Governor Libia García emphasized the state’s commitment to strengthening economic infrastructure and attracting national and foreign investment in partnership with the private sector. Economic Secretary Claudia Villaseñor highlighted that Guanajuato offers strategically located land inside and outside the industrial corridor, supported by adequate infrastructure. The state currently hosts 47 industrial parks across 17 municipalities, including León, Irapuato, Salamanca, Silao, and San Felipe.
SOURCE: INMOBILIARE
QUERETARO
Industrial leaders in Querétaro are calling for urgent alternatives to ensure reliable electricity supply, as frequent blackouts disrupt production, damage equipment, and raise costs. Francisco Beltrán of Canacintra highlighted the need for greater investment in transmission and distribution infrastructure by CFE, though such projects are costly and complex. As a solution, industries propose expanding distributed generation limits—currently capped at 0.7 MW—to allow companies to produce more of their own energy through solar, gas, or other sources, easing pressure on the grid. Business groups stress that stable and sufficient energy is not only vital for future growth but also for meeting current operational demands.
SOURCE: EL ECONOMISTA
NEWS BY STATE
MEXICO CITY
Mexico City Mayor Clara Brugada Molina presided over the graduation of 450 new police officers at the Police University (UNIPOL), highlighting her administration’s investment of over 50 billion pesos in security this year. She emphasized that these resources support programs like Territories of Peace and Community Police, as well as professional training, with 180 million pesos directed to UNIPOL. The graduating class included 406 community police officers, 29 prison police, and 15 women completing the elite “Valkyries” Special Operations Command Course. Brugada underlined that since 2019, high-impact crimes have decreased by 60% and citizen trust in police has risen by 10%, according to INEGI. She praised officers’ role in strengthening security across neighborhoods, schools, and public spaces. Pablo Vázquez Camacho, head of the Secretariat of Citizen Security, stressed that the new model focuses on real-life training, while graduates highlighted discipline, equality, and resilience, particularly the role of women in shaping a more humane police force.
SOURCE: NEWS REPORT MX
STATE OF MEXICO
The National Water Commission (Conagua) is advancing 17 strategic projects in the State of Mexico to improve drinking water, drainage, sanitation, and flood prevention, with special focus on small and medium agricultural producers. As part of the Comprehensive Plan for the Eastern Zone, 10 municipalities will benefit from more than 2.4 billion pesos invested in 2024. Key works include the Chalco Collector to reduce flooding, rehabilitation of wells in Ecatepec, and dredging of rivers and drains to enhance drainage. Additionally, the Metropolitan Area of the Valley of Mexico Drinking Water Project—worth 13.4 billion pesos—will supply 8,200 liters per second to Mexico City, Hidalgo, and the State of Mexico. Conagua has also reviewed 536,533 water concessions nationwide, revoking over 163,000 expired titles, which allowed the recovery of 4 billion cubic meters of water previously privatized, including irregular grants to politicians. Overall, these measures aim to guarantee fair water access and strengthen infrastructure against climate risks.
SOURCE: EL SOL DE MÉXICO
INVESTMENT NEWS
AH MANF
With a 10-million-dollar investment, AH MANF began operations at La Aurora Industrial Park. Specializing in plasma cutting, laser cutting, and metal bending, the firm projects the creation of about 250 jobs in the region by 2028.
CENTRAL MEXICO BAYER
Bayer’s plant in Guanajuato unveiled an expansion and new access following an investment exceeding 63 million pesos. The project will generate 35 specialized jobs and reinforces the state’s competitiveness in agribusiness and technology.
SOURCES: CLUSTER INDUSTRIAL, MEXICO INDUSTRY
NORTHERN MEXICO
PRODENSA INSIGHTS
WHY A TURNKEY MANUFACTURING PARTNER IN MEXICO IS A GAME-CHANGER
Expanding into Mexico has never been more attractive for global manufacturers. Rising labor costs in Asia, supply chain disruptions, and the push to be closer to the U.S. market are driving many companies to consider inshoring as a smarter alternative. But entering Mexico independently can be complex—requiring legal setup, hiring, compliance, and logistics coordination that often take months or even years.
That’s where a Turnkey Manufacturing Partner comes in. Acting as a one-stop solution, a partner like Prodensa manages facility setup, HR and payroll, regulatory compliance, supply chain, and ongoing operations—so manufacturers can focus on production and growth. The benefits are clear: faster time-to-market, reduced risk, scalable operations, and cost efficiency, all while leveraging Mexico’s skilled workforce and the advantages of USMCA. With over 40 years of experience, Prodensa’s Inshoring Services provide global companies a ready-made launchpad for successful, sustainable manufacturing in North America.
MEDICAL DEVICE MANUFACTURING IN MEXICO: 2025 UPDATE
Mexico’s medical device industry continues to strengthen its role in the global healthcare supply chain. As of 2024, the country ranks 7th worldwide and holds the position of Latin America’s top medical device exporter, driven by its skilled workforce, strategic location, and robust regulatory framework.
Our updated 2025 edition of Medical Device Manufacturing in Mexico highlights the latest data, showing why global companies are increasingly choosing Mexico to scale production, reduce costs, and serve the North American market with speed and reliability. Download it for free on our website.
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