GENERAL SITUATION IN MEXICO
Weekly Review I November 27, 2025
US - MEXICO PRESIDENTIAL NEWS
Security Cooperation
• The White House confirmed that President Donald Trump is weighing “additional measures” against drug cartels in Mexico, even as it praised President Claudia Sheinbaum’s “historic advances” in security cooperation.
• The remarks follow Trump’s comments earlier in the week, when he said he was “not happy” with Mexico’s performance against cartels and suggested he would not rule out authorizing strikes within Mexican territory. Although he clarified that such action is not planned, he emphasized he would be “proud” to take that step if necessary.
• President Sheinbaum rejected any possibility of foreign military intervention, reiterating that Mexico collaborates on intelligence-sharing but conducts all operations within its own jurisdiction.
• The debate over potential U.S. action inside Mexico adds tension to a moment of intense scrutiny over bilateral security cooperation in North America, especially in the context of the protest happening in Mexico.
SOURCES: ARISTEGUI NOTICIAS
US - MEXICO
USMCA Negotiation Processes
• Mexico’s industrial sector is urging President Claudia Sheinbaum’s government and the Senate to present a solid, unified position ahead of the 2026 review of the USMCA.
• During the Sectoral Diagnostic Forum, Canacintra president María de Lourdes Medina Ortega emphasized that Mexico’s stance must be built with input from those who produce, export, innovate, and generate jobs.
• Industry leaders stressed that coordinated strategies and shared evidence are essential to prepare a comprehensive document for negotiations with the United States and Canada.
• Concamin representatives noted that aligning information and consolidating prior work will strengthen Mexico’s readiness.
• Lawmakers highlighted the irreplaceable value of national industries, even amid tariff threats.
SOURCES: ANIMAL POLÍTICO
Foreign Trade and Tariffs
• Mexico became the United States’ top export market for the first time in 2025, surpassing Canada and marking a historic shift in North American trade dynamics, according to new data from the U.S. Department of Commerce.
• Between January and August 2025, U.S. goods exports to Mexico reached USD 226 billion (15.81% of all U.S. external sales). The figures underscore the deepening production integration between both countries.
• This shift is largely driven by USMCA-linked production integration and resilient regional demand. Mexico’s new position reflects the structural realignment of North American supply chains, accelerated by nearshoring and geopolitical diversification.
• The milestone also reinforces Mexico’s leverage in bilateral economic discussions at a time of heightened political sensitivity in the trade relationship.
SOURCE: MEXICO INDUSTRY
LEGISLATIVE CHANGES AND INITIATIVES
LABOR
• INITIATIVE WITH DRAFT DECREE TO AMEND AND ADD TO THE FEDERAL LABOR LAW, REGARDING THE EXTENSION OF PATERNITY LEAVE
Presented by: Senator Beatriz Mojica Morga (MORENA)
Objective: Establish as an obligation of employers, granting Paternity Leave of twelve weeks of work with a salary; to the working men for the birth of their children or after the adoption of a child.
Status: Published in the Parliamentary Gazette on November 19th, 2025.
• INITIATIVE WITH DRAFT DECREE AMENDING PROVISIONS WITH REGARD TO THE PROMOTION OF FIRST EMPLOYMENT
Presented by: Senator Luis Donaldo Colosio Riojas (MC)
Objective: This initiative seeks to incentivize the hiring of young people aged 18 to 29 by establishing fiscal deductions for employers, alongside mechanisms for skills certification, technical training, educational-industry linkages, and support for MSMEs integrating first-time workers. Priority is given to strategic sectors and vulnerable youth groups.
Status: Published in the Parliamentary Gazette on November 19th, 2025.
• INITIATIVE WITH DRAFT DECREE AMENDING ARTICLES 96 AND 152 OF THE INCOME TAX LAW
Presented by: Senator Ricardo Anaya Cortés (PAN)
Objective: This initiative establishes that individuals earning only up to two general monthly minimum wages from salaries or subordinate personal services will be exempt from monthly ISR withholding. It also updates monthly and annual ISR withholding tables and repeals prior decrees conflicting with these provisions.
Status: Published in the Parliamentary Gazette on November 19th, 2025.
LEGISLATIVE CHANGES AND INITIATIVES
TRADE
• DECREE AMENDING, ADDING AND REPEALING VARIOUS PROVISIONS OF THE CUSTOMS LAW
Presented by: Federal Executive
Objective: The decree modernizes Mexico’s Customs Law to strengthen revenue collection, combat tax evasion and under-valuation, and align the framework with new government entities. It enhances oversight of goods from non-FTA countries, enables restrictions on sensitive sectors, recognizes ANAM and SAT as customs authorities, and promotes digitalization through the new Digital Transformation Agency.
Status: Published in the Official Gazette on November 19th, 2025.
PUBLIC ADMINISTRATION
• INITIATIVE TO AMEND, ADD, AND REPEAL VARIOUS PROVISIONS OF THE PUBLICPRIVATE PARTNERSHIPS LAW
Presented by: Dip. Felipe Miguel Delgado (PVEM)
Objective: The initiative modernizes Mexico’s public-private partnership framework by defining mixed-investment projects, strengthening legal certainty, and promoting transparency and sustainability.
Status: Published in the Parliamentary Gazette on November 20th, 2025.
• MINUTE THAT ISSUES THE GENERAL LAW TO PREVENT, INVESTIGATE, AND SANCTION EXTORTION CRIMES AND AMENDING MULTIPLE FEDERAL STATUTES
Presented by: Joint Committees on Justice and Legislative Studies
Objective: The opinion establishes a unified federal framework to define and prosecute extortion, mandating investigations, clear coordination rules, and stricter penalties. It incorporates measures for combating extortion in prisons, ensures victim-centered reparations, and directs seized assets toward restitution, strengthening institutional capacity and national prevention efforts.
Status: Approved on November 19th, 2025; sent to the Chamber of Deputies with modifications
NEWS BY STATE
BAJA CALIFORNIA
INDEX Mexicali celebrated its Annual Gala, reaffirming its commitment to regional development with the attendance of authorities from all three levels of government, business chamber presidents, and leaders from the export manufacturing industry. The event brought together industry executives to express appreciation for collaborators, notably recognizing Sergio Francisco Tagliapietra Nassri for 25 years of uninterrupted service as a National INDEX Counselor. In his welcome remarks, INDEX Mexicali President Salvador Maese highlighted the sector’s vital role in the regional economy and emphasized that the industry’s mission goes beyond competitiveness, aiming to foster a community rooted in values and pride of place. The gala served as a space to thank key partners whose collaboration drives the organization’s ongoing work. The event strengthened ties among industry, government, and business leaders, positioning Mexicali as a united community and a world-class hub for industrial and export growth.
SOURCE: INDUSTRIAL NEWS BC
NEWS BY STATE
CHIHUAHUA
The Chihuahua State Ministry of Tourism, in coordination with TAR México, announced new air routes connecting the state capital with Torreón and Mazatlán, as well as a new link between Ciudad Juárez and La Paz. Authorities emphasized that expanded air mobility is a key driver of economic development, business travel, and family connectivity. TAR México also increased frequencies on existing routes to Los Mochis, Querétaro, and Hermosillo to meet passenger demand along the region’s industrial corridors. The new routes and additional flights are already on sale and will begin operating December 1, aiming to support year-end business mobility and tourism flows. With expanded service—including direct and connecting flights to strategic destinations—the state strengthens its logistics and business ecosystem, reinforcing Chihuahua’s position as a competitive and well-connected regional hub.
SOURCE: MEXICO INDUSTRY
COAHUILA
Coahuila is experiencing an industrial rebound driven by new automotive and logistics investments linked to nearshoring, increasing demand for infrastructure, storage, and productive solutions across the northern industrial corridor. At the Expo Clúster del Hábitat / ZEMCH 2025 in Torreón, business, academic, and construction leaders gathered to promote sustainable development and collaboration. Mexican company PM STEELE® joined the event for the first time, reflecting rising interest in integrating sustainable innovation with regional industry growth. Torreón’s strategic role is strengthening as companies respond to renewed industrial activity, supported by major local players like Peñoles, Grupo Lala, and Grupo Modelo. PM STEELE’s operations currently focus on industrial and office furniture for the mining sector and corporate and educational projects, while the company expands into industrial storage solutions to meet growing demand from manufacturing and logistics firms. This diversification aligns with the region’s expanding industrial ecosystem and the increasing need for specialized infrastructure.
SOURCE: CLUSTER INDUSTRIAL
NEWS BY STATE
NUEVO LEON
The state government of Nuevo León and the Embassy of Japan agreed to deepen cooperation in innovation, security, clean energy, and investment attraction to strengthen the state’s position as an industrial hub. Governor Samuel García met with Japan’s Ambassador to Mexico, Honsei Kozo, in a high-level meeting at the Government Palace, joined by state officials and the honorary consul of Japan. García highlighted Nuevo León’s leadership in industrial growth and competitiveness, supported by major investments in security, water, education, transportation infrastructure, and preparations for the upcoming World Cup. Ambassador Kozo praised the increasing interest of Japanese companies in the state and emphasized that security and water access remain key factors for foreign investment, while encouraging collaboration in innovation, clean energy, and cultural and educational exchanges. The ambassador also requested support on migration-related matters, prompting the creation of a coordination network between the state and the embassy. The meeting concluded with the ambassador signing the distinguished visitors’ book, reaffirming a shared commitment to advancing a joint agenda that strengthens Nuevo León’s industrial ecosystem.
SOURCE: TU INTERFAZ MX
NEWS BY STATE
GUANAJUATO
Nifco’s operation in Guanajuato achieved a major milestone by earning Ford Motor Company’s prestigious Q1 Certification, a distinction granted only to suppliers with exceptional process control and consistent, high-quality performance. This accomplishment strengthens Guanajuato’s position as a hub for advanced automotive manufacturing, signaling strong operational discipline, traceability, and continuous improvement within the region. The certification often serves as a turning point for suppliers, opening doors to higher volumes and more complex projects. Nifco, a producer of high-precision plastic components, leverages advanced injection technologies and specialized design to serve global OEMs and Tier 1 suppliers. The Guanajuato Automotive Cluster publicly celebrated the achievement, noting that the recognition reflects the company’s commitment to excellence and operational rigor.
SOURCE: CLUSTER INDUSTRIAL
NEWS BY STATE
MEXICO CITY
The Metropolitan Automotive Cluster, which brings together companies from Mexico City, the State of Mexico, and Hidalgo, is preparing for the next edition of AutoHub Mexico; an event designed to strengthen regional supply chains and accelerate the industry’s transformation.
Hosted once again at the Ministry of Economy in Mexico City on November 26th, the event highlights the capital’s central role in driving metropolitan coordination and strategic industry dialogue.
AutoHub Mexico will convene major manufacturers, suppliers, and experts to support micro, small, and medium-sized firms through business meetings and direct advisory sessions on certifications, financial practices, and continuous improvement. Strategic discussions will address challenges and opportunities shaping the national automotive value chain.
With Mexico City as the meeting point, the initiative aims to strengthen collaboration, competitiveness, and innovation across the metropolitan ecosystem.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
STATE OF MEXICO
The State of Mexico is advancing a cluster-based strategy to strengthen its textile and footwear industries, aiming to turn long-standing production traditions into a competitive advantage. The state hosts 7,485 economic units and generates 74,500 direct jobs in this sector. Authorities are integrating artisans, manufacturers, designers, and retailers into a coordinated ecosystem to boost competitiveness and counter the impact of Asian imports. The cluster model will unite government, academia, and industry and will form part of the state’s new economic branding strategy to be unveiled in December.
The State of Mexico is also positioning itself as a hub for technology and data centers, supported by strong energy availability, adequate water resources, and a highly skilled talent pool from over 1,300 educational institutions. With more than 220 industrial parks, the state offers adaptable spaces for advanced technological infrastructure.
SOURCE: EL ECONOMISTA
INVESTMENT NEWS
CENTRAL MEXICO
TAIGENE
Taigene Mexico announced the expansion of its operations in León, Guanajuato, confirming a 33.4-million-dollar investment to enlarge its local facility. This project will generate 146 jobs and further strengthen the company’s presence in the region.
SINOBOOM
Sinoboom inaugurated its new facility at Puerto Interior, completing a 150-million-dollar investment that will generate 700 jobs. The Chinese company will integrate into the state’s supply chains and contribute advanced technology.
MARKDOM
The Canadian company Markdom inaugurated a new injection-molded plastics plant in Irapuato, Guanajuato, completing a 25-million-dollar investment. The facility, equipped with advanced technology and Industry 4.0-ready systems, will generate 300 jobs.
SHPAC
With a 40-million-dollar investment, the Korean company SHPAC has broken ground on its new plant in León, Guanajuato. The expansion will create 120 direct jobs and further strength the state’s industrial specialization
NORTHERN MEXICO
CLIMATECH
Climatech inaugurated its new facility in Nuevo León. The company is a key supplier of plastic and metal components for the recreational vehicle and home appliance industries. This market momentum positions the new plant as a strategic asset to meet rising demand and strengthen the value chain across both industries.
GRUPO ERAN
Grupo Eran will invest 27 million dollars in a new manufacturing plant in Nueva Rosita, Coahuila, generating more than 1,000 jobs. The US based company, specialized in lighting solutions, smart ceiling fans, and air purifiers, marks a turning point for an area seeking to diversify its economy beyond coal and strengthen its position within the manufacturing sector.
SOURCES: MEXICO INDUSTRY, CLUSTER INDUSTRIAL
PRODENSA INSIGHTS
UNDERSTANDING RULES OF ORIGIN: SMARTER TRADE UNDER USMCA
This week, we spotlight one of the most important pillars of cross-border manufacturing: Rules of Origin (ROO) under USMCA. For companies nearshoring, expanding operations in Mexico, or leveraging shelter or turnkey models, getting ROO right can reduce costs and prevent compliance risks.
Key insights from our latest series:
• Avoid Overpaying Tariffs: Many companies miss savings due to misclassification or incomplete documentation.
• Self-Certification Risks: Flexibility under USMCA comes with responsibilities—learn how to protect your operation.
• Common Certification Errors: Small mistakes can trigger delays, fines, and even audits.
• FTA Strategies That Reduce Costs: Align sourcing and production to maximize benefits, especially when manufacturing in Mexico.
• Proving Eligibility: A clear documentation checklist to ensure your products truly qualify.
• Preparing for Audits: Verification reviews are increasing— here’s how to be ready.
Mastering Rules of Origin isn’t just compliance—it’s a competitive advantage for companies doing business in Mexico and across North America.
PRODENSA INSIGHTS
THE MANUFACTURING FOOTPRINT EXPANSION PLAYBOOK: KEY TAKEAWAYS
As nearshoring accelerates, manufacturers are reassessing their North American footprint. But expansion decisions require more than cost modeling— they demand a structured due-diligence process to avoid delays, hidden costs, and customer disruption.
What the playbook covers:
• Commercial & Customer Constraints:Controlled products, qualification cycles, and service-level expectations often dictate what can move and when.
• Assessing Current Operations:Understanding equipment condition, technology readiness, lease terms, and performance helps define what is transferable.
• Supply Chain Impact:Footprint changes reshape sourcing, logistics, and inventory models—small decisions can shift costs significantly.
• Receiving Site Readiness:Workforce availability, technical capability, floor space, compliance, and infrastructure determine time-to-productivity.
• Strategic & Financial Modeling:Multi-scenario cost models, capital needs, and long-term competitiveness guide “Go/No Go” decisions.
A disciplined due-diligence process gives manufacturers clearer timelines, better risk visibility, and a stronger business case for expansion or nearshoring in North America.
