GENERAL SITUATION IN MEXICO
Weekly Review I September 24, 2025
US - MEXICO
US-MX Relationship Developments
Trade and Competitiveness
• Mexico and the United States both launched public consultations as part of preparations for the 2026 review of the USMCA. Mexico formalized the process on September 17 through publication in the Official Federal Gazette, with stakeholders able to submit proposals until November 17, 2025.
• In parallel, USTR announced it would collect written comments and convene a public hearing. The consultations aim to evaluate the treaty’s performance since it entered into force in 2020 and gather proposals for adjustments.
• However, uncertainty remains over how the contributions will be integrated into negotiation positions, particularly in Mexico, where other industry-specific processes are also underway.
• President Claudia Sheinbaum and Canadian Prime Minister Mark Carney met in Mexico City to underscore the importance of defending the USMCA amid heightened political tensions with Washington.
• Both leaders highlighted that North American competitiveness relies on strengthening, not weakening, the agreement, and committed to presenting a united front as tariff threats continue.
US - MEXICO PRESIDENTIAL NEWS
Economic Policy
• In the United States, the Federal Reserve cut interest rates by 25 basis points to a range of 4–4.25%, its first reduction since December 2024.
• The move follows signs of labor market cooling, including a rise in unemployment to 4.3%, the highest level in nearly four years.
• While the Fed projected further cuts through 2027, it remains cautious given persistent inflation pressures, particularly those linked to Trump-era tariffs.
• The decision reflects both economic necessity and political pressure, as President Trump has repeatedly demanded looser monetary policy.
SOURCES: EL FINANCIERO, EL FINANCIERO, REPORTE ÍNDIGO, EL ECONOMISTA, DOF, USTR
Security and Governance
• The designation of Mexican Deputy Hilda Brown Figueredo by the US Treasury’s Office of Foreign Assets Control (OFAC) for ties to the Sinaloa Cartel illustrates growing US scrutiny of Mexican political figures.
• Mexico’s Financial Intelligence Unit responded by freezing her accounts, signaling a tougher stance on corruption.
• This move not only addresses US concerns but also bolsters Mexico’s credibility in USMCA negotiations, where security cooperation remains a key factor.
Environment and Resources
• Mexico’s National Water Commission (Conagua) announced a review of more than 560,000 active water concessions, targeting irregularities such as expired or misused permits.
• Strengthening water governance is particularly relevant for the bilateral relationship, as shared rivers and cross-border supply remain sensitive issues between Mexico and the US.
LEGISLATIVE CHANGES AND INITIATIVES
LABOR
• INITIATIVE TO ENACT THE GENERAL LAW ON PAY EQUALITY BETWEEN WOMEN AND MEN
Presented by: Deputy Julia Arcelia Olguin Serna (Zac - MORENA)
Objective: Establish Specific Measures To Ensure The Right To Equal Pay And Non-discrimination Between Women And Men, Creating Mechanisms To Identify, Correct, And Prevent Wage Discrimination, Promote Necessary Conditions, And Remove Existing Obstacles To Equality.
Status: : 2025-09-18 – Published In The Parliamentary Gazette
• INITIATIVE WITH DRAFT DECREE TO AMEND AND ADD ARTICLES 132 AND 133 OF THE FEDERAL LABOR LAW, REGARDING WORK LEAVE FOR MENSTRUATION HEALTH
Presented by: Deputy Roberto Sosa Pichardo (Qro - PAN)
Objective: Requires employers to grant three days of paid leave per month to female workers diagnosed with secondary dysmenorrhea, endometriosis, abnormal uterine bleeding, or pelvic inflammatory disease, with a specialist’s diagnosis renewed every six months.
Status: 2025-09-17 – Published in the Parliamentary Gazette
LEGISLATIVE CHANGES AND INITIATIVES
PUBLIC ADMINISTRATION
• INITIATIVE WITH DRAFT DECREE TO AMEND AND ADD VARIOUS PROVISIONS TO THE AMPARO LAW, REGULATING ARTICLES 103 AND 107 OF THE POLITICAL CONSTITUTION OF THE UNITED MEXICAN STATES, THE FEDERAL TAX CODE, AND THE ORGANIC LAW OF THE ADMINISTRATIVE COURT
Presented by: Federal Executive
Objective: Modernize amparo proceedings by standardizing electronic and written submissions, establishing clear rules for notifications, hearings, recusals, and public access, ensuring parties’ rights, and regulating indirect amparo in tax matters, with updated procedures and technological tools for efficiency, transparency, and legal certainty.
Status: 2025-09-15 – Published in the Parliamentary Gazette
ARTIFICIAL INTELLIGENCE
• INITIATIVE WITH DRAFT DECREE TO ENACT THE GENERAL LAW FOR THE ETHICAL AND TECHNOLOGICAL DEVELOPMENT OF ARTIFICIAL INTELLIGENCE
Presented by: Deputy Óscar Bautista Villegas (SLP - PVEM)
Objective: Regulate the design, development, implementation, and use of artificial intelligence (AI) systems, ensuring alignment with ethical principles of equity, security, privacy, responsibility
Status: 2025-09-17 – Published in the Parliamentary Gazette
PATENT REGISTRATION
• INITIATIVE WITH DRAFT DECREE TO AMEND, ADD, AND REPEAL VARIOUS PROVISIONS OF THE FEDERAL LAW ON INDUSTRIAL PROPERTY PROTECTION, REGARDING TECHNOLOGY TRANSFER AND SIMPLIFICATION OF THE PATENT AND REGISTRATION PROCESS
Presented by: Federal Executive
Objective: bjective: Streamline patent and registration processes, strengthen technology transfer, and protect industrial property rights, promoting innovation, cooperation.
Status: 2025-09-15 – Published in the Parliamentary Gazette
NEWS BY STATE
BAJA CALIFORNIA
As part of the federal Plan México, the Ministries of Education, Economy, and Science launched an initiative to strengthen semiconductor talent development through digital learning, updated curricula, and micro-credentials, with a historic $10 million donation from Infineon Technologies México. This donation will equip five universities with state-of-the-art semiconductor labs, including the Universidad Autónoma de Baja California (UABC) and CETYS Universidad, positioning Baja California as a key hub for specialized training. These labs will offer assembly, testing, and packaging (ATP) lines, benefiting thousands of students and researchers annually, and linking local academia with industry needs. For Baja California, this means direct integration into the global semiconductor value chain, stronger collaboration between universities and industry, and new opportunities tied to nearshoring and high-value manufacturing.
SOURCE: EL ECONOMISTA
SONORA
According to Jesús Gámez García, president of Index Sonora, Hermosillo is undergoing a major transformation with the construction of several new industrial parks designed to attract investment, generate jobs, and boost sectors like manufacturing, technology, and clean energy. Key projects include the Parque Industrial del Desierto in the north, an eight-hectare site near Progreso and Solidaridad boulevards for manufacturing companies, new facilities in the south near Zobele and behind the Tecnológico de Monterrey focused on hightech industries, and a southeast park dedicated to clean energy. While most are still in development, one southern plant is nearly ready to welcome a new company, reinforcing Hermosillo’s role as an emerging hub for advanced and sustainable industry.
SOURCE: EL SOL DE HERMOSILLO
NEWS BY STATE
CHIHUAHUA
This week, Chihuahua highlighted its progress in becoming a cleaner, more competitive aerospace hub by advancing sustainable production models backed by clean energy. The state now ranks third nationwide in distributed generation capacity with 317.74 MW, supporting its fast-growing industrial sector. A key milestone was showcased by GKN Aerospace, which installed over 1,100 solar panels at its Chihuahua plant, generating nearly 926 MWh annually and cutting more than 400 tons of CO₂ emissions. These actions reinforce Chihuahua’s role as one of Mexico’s top aerospace production centers and underscore its commitment to pairing industrial growth with environmental responsibility.
SOURCE: MEXICO NOW
NUEVO LEON
The governments of Nuevo León and Germany are exploring closer technological and industrial collaboration, focusing on sectors such as automotive, steel, advanced technologies, and sustainable industry. During a visit by Anke Gabriele Rehlinger, President of the German Bundesrat and Governor of Saarland, joint working groups were established to promote business partnerships, technology transfer, and innovation programs. Governor Samuel García highlighted Nuevo León’s leadership in foreign investment and industrial development, offering incentives, land, infrastructure, and government support to German companies. The discussions included representatives from political, economic, and scientific sectors, aiming to strengthen bilateral cooperation in industrial innovation, advanced manufacturing, sustainability, and technical training.
SOURCE: INDUSTRY & ENERGY MAGAZINE
NEWS BY STATE
MEXICO CITY
The Business Automotive Meeting (BAM) 2025, organized by the Clúster Automotriz Metropolitano, opened with a call for unity to strengthen value chains, innovation, and competitiveness in Mexico’s automotive industry. Leaders from industry, academia, and government emphasized the need to adapt to global challenges, such as tariffs and supply chain pressures, while leveraging trade agreements to attract investment. Elisa Crespo, ClautMet’s president, highlighted the responsibility to future generations, while Siemens and Ibero representatives stressed collaboration in innovation and knowledge sharing. Government officials underscored the sector’s role in employment and trade. With a focus on advanced manufacturing, local suppliers, and sustainability, BAM 2025 positions itself as a roadmap for the industry’s long-term growth.
SOURCE: MEXICO INDUSTRY
GUANAJUATO
Guanajuato International Airport (BJX) is undergoing a major modernization with GAP investing over 2,800 million pesos in its 2025–2029 development plan. The upgrades include expanded baggage claim, additional boarding gates, new passenger inspection lines, and a 58% larger aircraft platform. Handling 2.2 million passengers so far in 2025, BJX aims to meet growing demand and strengthen Guanajuato’s air connectivity with 21 destinations, including 11 in the U.S.
SOURCE: CLUSTER INDUSTRIAL
INVESTMENT NEWS
NORTHERN MEXICO
GE AEROSPACE
GE Aerospace will invest $29 million dollars in 2025 across its operations in Hermosillo and Saltillo. In Hermosillo, where the company manufactures components used in aircraft engines, GE Aerospace will allocate $28.8 million dollars to facility upgrades. Meanwhile, the Saltillo plant will receive $600,000 dollars for the acquisition of high-precision machinery.
INTRETECH
The Governor of Nuevo León, Samuel Alejandro García Sepúlveda, inaugurated Intretech’s new plant in Apodaca, which is expected to generate around 2,000 jobs and strengthen the region’s industrial ecosystem. Highlighting Nuevo León’s top position in economic indicators—employment, income, education, and formal business—he emphasized the state’s role as a nearshoring hub attracting major investments. The plant will serve as a strategic manufacturing hub for Intretech, a company founded in 2011 specializing in smart manufacturing for automotive mirrors, IoT devices, medical, energy, and consumer products. Apodaca’s mayor noted that the municipality leads the state in job creation, particularly in manufacturing, reinforcing Nuevo León’s economic strength and appeal to international companies.
MOTHERSON SAS AUTOMOTIVE SYSTEMS
Motherson SAS Automotive Systems inaugurated a new 10,800 m² plant in Coahuila’s Parque Industrial Mencorsa with a 280 million peso investment, creating 204 direct and 284 total jobs. The facility, the company’s second in Mexico and 27th globally, produces dashboards and locking modules for Stellantis vehicles, operating three shifts with 120 fully trained
workers. Equipped with advanced automation and digital technology, the plant emphasizes efficiency, innovation, and sustainability. Coahuila’s governor, Manolo Jiménez Salinas, and Saltillo’s mayor highlighted the project’s contribution to local employment and the region’s industrial corridor, reinforcing Coahuila’s reputation as a productive, high-standard hub for global manufacturing.
AH MANF
AH MANF, a 100% Mexican-owned company, inaugurated a US$10 million plant in Saltillo, Coahuila, specializing in plasma cutting, laser cutting, and metal bending, responding to growing demand in the automotive and construction sectors. Located in La Aurora Industrial Park, this second-phase facility follows a US$5 million warehouse opened last June and is expected to employ over 150 people, bringing total jobs across both sites to 250 by 2028. Founded just last year, AH MANF leverages a team with more than 28 years of metalworking experience to strengthen Saltillo’s manufacturing capabilities.
CENTRAL MEXICO
LG ELECTRONICS
LG has announced an investment of 191 million dollars to build a new plant in Querétaro. During its initial phase, the project will create 630 jobs, with the prospect of doubling this figure in the near term. It is worth noting that the Korean company already operates a plant in San Juan del Río, which currently employs 600 workers.
SOURCE: CLUSTER INDUSTRIAL, GOVERNMENT OF NUEVO LEON, MEXICO NOW
PRODENSA INSIGHTS
WHY TECH
COMPANIES
ARE SCALING FASTER WITH EOR IN MEXICO
Expanding your tech team internationally? Many fastgrowing technology firms are choosing Employer of Record (EOR) services in Mexico—and here’s why.
What’s the Advantage of EOR in Mexico?
• Speed to Scale – Hire quickly without setting up a legal entity
• Dedicated Teams – No resource sharing like BPO or shared services
• Full Compliance – Avoid legal and payroll risks in Mexico
• Remote Flexibility – Build remote teams with builtin IP protection
Why Mexico?
• Time zone alignment for seamless U.S. collaboration
• Highly skilled, bilingual tech talent—engineers, developers & more
• Cost-effective operations with strong infrastructure under USMCA
Shared Services ≠ Long-Term Growth
Traditional BPO models lack control, scalability, and security for innovation-driven companies. A true EOR in Mexico offers:
Ownership of your team
• Streamlined HR & payroll
• Scalable, flexible workforce solutions
Let’s Talk
Considering your options in Mexico? We help tech leaders navigate EOR, BPO, and hybrid models. Let’s start a conversation about your expansion strategy.
PRODENSA INSIGHTS
USMCA
MEXICO’S MOMENT TO LEAD REGIONAL TRADE
Emilio Cadena, CEO of Prodensa, recently spoke at the 85th National Congress of Customs Brokers (CAAAREM)—offering a powerful perspective on the USMCA 2026 review. Far from a threat, he calls it a historic opportunity for Mexico to lead North America’s next era of regionalization.
Why This Matters for Global Companies
The trade landscape has shifted. Geopolitics now drives supply chains, not just cost. Companies must think regionally—and the USMCA is the key.
What’s Next?
Here’s what you need to know:
• USMCA = Economic Security. It’s the foundation for reducing reliance on Asia, safeguarding sectors like pharmaceuticals and electronics, and strengthening North American manufacturing.
• Mexico: The Top Trade Ally. With $2,600+ per capita in U.S. imports, Mexico is an essential partner—not a competitor. For every job created in Mexico, one is created in the U.S.
• Tariffs Are a Wake-Up Call. Operate outside USMCA? You could face tariffs up to 30%. The message is clear: alignment saves money—and secures access.
• IMMEX & IBP Programs Build Trust. With over 3,700 companies under IMMEX, Mexico is building a trusted, transparent supply chain for secure trade across borders.
• Now Is the Time to Invest in Industrial Strength. It’s time to move beyond maquila models. Mexico must lead with investments in:
Infrastructure
Talent
Policy & Regulatory Certainty
As 2026 approaches, companies must prepare strategically. Nearshoring, manufacturing in Mexico, turnkey operations, and shelter services in Mexico all depend on a strong, trusted USMCA framework.
2026: