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Industrial News Report WEEKLY LATEST NEWS IN MEXICO

JAN 7, 2026

NEWS BY STATE NEW INVESTMENTS US MEXICO RELATIONSHIP LEGISLATIVE UPDATES PRODENSA INSIGHTS

US - MEXICO PRESIDENTIAL NEWS

U.S. Intervention in Venezuela Raises USMCA Risks • Mexico reacted firmly to the U.S. military intervention in Venezuela, with President Claudia Sheinbaum reiterating the country’s constitutional principles of non-intervention, sovereignty, and peaceful resolution of conflicts. Mexico joined Brazil, Chile, Colombia, Spain, and Uruguay in condemning Washington’s unilateral actions, warning that they set a dangerous precedent for regional stability and undermine international law. • Beyond the diplomatic stance, the episode has economic and trade ramifications for Mexico, particularly as the review of the USMCA approaches. Washington could leverage heightened geopolitical pressure as a bargaining tool in upcoming negotiations, especially amid persistent U.S. concerns over security and supply chains. • This dynamic adds a new layer of uncertainty for Mexico at a sensitive moment in the trade agenda. • Markets have so far reacted cautiously, but rising geopolitical risk could trigger bouts of volatility, particularly for the peso, as investors reassess scenarios tied to U.S.–Mexico relations and the future of the USMCA. • For Mexico, the episode underscores how regional security shocks can quickly spill over into trade diplomacy and investment sentiment. SOURCE: EL FINANCIERO

US - MEXICO PRESIDENTIAL NEWS

US-Mexico Security Cooperation • Recent remarks by U.S. President Donald Trump, suggesting that Mexico is overwhelmed by criminal groups and reviving the idea of deploying U.S. troops on Mexican territory, have reintroduced tension into the bilateral agenda. Although framed as concern over drug trafficking, the comments follow Washington’s recent assertive actions in the region and come amid an already sensitive phase in U.S.–Mexico relations. • President Claudia Sheinbaum rejected any notion of foreign intervention, reiterating that cooperation with the United States is possible only under principles of sovereignty, shared responsibility, and mutual respect. Mexican authorities highlighted ongoing security cooperation, declining homicide rates, and the role of U.S.-sourced illegal firearms in fueling violence. The response aimed to contain escalation while reaffirming constitutional limits. SOURCE: LA RAZÓN

US - MEXICO PRESIDENTIAL NEWS

Key Facts Mexico’s Economy Minister Marcelo Ebrard said the review will start in early January and expressed confidence that renewal will be concluded on schedule. Canada also confirmed that formal talks with the United States will begin mid-January. U.S. Trade Representative Jamieson Greer has acknowledged the agreement’s partial success but signaled that further progress is needed. Since 2020, U.S. exports to Mexico and Canada have risen 56%, underscoring the treaty’s economic relevance.

USMCA Review Process to begin in Janaury 2026 Mexico and Canada formally confirmed that the review process of the USMCA (T-MEC) will begin in January, with a deadline of July 1, 2026. The announcement comes as North America faces heightened geopolitical pressures and market sensitivity to trade policy signals, particularly from Washington.

Analysis Mexico’s strategy centers on shortening the “window of uncertainty” to protect investment flows during negotiations. Ebrard emphasized Mexico’s structural importance to the U.S. economy, particularly in automotive manufacturing and energy trade, arguing that disruption would be costly for U.S. competitiveness. Parallel efforts to accelerate Polos de Desarrollo Económico aim to anchor investment while talks unfold. For investors, the review is less about existential risk to the agreement and more about timing, scope of adjustments, and political leverage. The coming months will test whether trade certainty can be insulated from broader U.S. electoral and geopolitical dynamics. SOURCE: EL ECONOMISTA

NEWS BY STATE

Baja California Baja California emerges as a strategic hub ahead of the 2026 USMCA (T-MEC) review, leveraging its deep integration with North American supply chains to advance smartshoring and regional competitiveness. Through a multisector regional consultation coordinated by Deloitte and the state’s Ministry of Economy and Innovation, the state identified clear priorities to safeguard investment, talent, and value chains amid regulatory, fiscal, and resource-related risks. Key proposals emphasize execution: fully digitalized customs and joint border inspections, regulatory certainty—particularly in energy—trilateral cooperation on renewables, incentives and infrastructure for strategic sectors such as automotive, semiconductors, and medical devices, mutual recognition of health registrations to accelerate approvals, and robust dual-education and talent mobility programs. The article concludes that Baja California’s ability to translate these initiatives into concrete action before 2026 will determine whether it leads North American integration or merely adapts to it. SOURCE: EL ECONOMISTA

NEWS BY STATE

Chihuahua In 2025, the state of Chihuahua invested more than MXN 83 million to modernize and maintain key industrial parks, directly benefiting over 75,000 workers and 405 companies across Chihuahua City, Ciudad Juárez, Cuauhtémoc, and Nuevo Casas Grandes. The investment focused on operational efficiency, security, and infrastructure reliability—such as LED lighting, hydraulic repairs, asset security, and water monitoring—to ensure business continuity

and strengthen the state’s attractiveness for new and expanding operations. Strategic projects, including a 2,500-cubic-meter water tank, new CENALTEC training facilities, upgrades to the S-Park technology hub, and road resurfacing within industrial zones, further enhanced logistics, workforce development, and industrial productivity, reinforcing Chihuahua’s position as a competitive and investment-ready industrial ecosystem. SOURCE: MEXICO INDUSTRY

NEWS BY STATE

Nuevo Leon Nuevo León enters 2026 with cautiously improved economic prospects after a slow and uncertain 2025, driven mainly by the upcoming USMCA review and the hosting of FIFA World Cup matches, alongside the expected materialization of large investments announced in recent years. While specialists anticipate a slowdown in economic activity and investment during the first half of 2026 due to treaty uncertainty—potentially reducing investment by around 5%—momentum is expected to build in the second half as projects from companies such as Volvo, Caterpillar, and Navistar begin operations and attract supplier networks. Despite challenges related to road and electrical infrastructure, housing demand, and environmental pressures, forecasts point to moderate growth: state GDP around 2%, strong manufacturing expansion (up to 4.8%), and the creation of more than 46,000 jobs, with the World Cup providing a limited but positive boost to commerce, contingent on regulatory clarity and progress in the USMCA review. SOURCE: TELEDIARIO

NEWS BY STATE

Queretaro DP World has strengthened Querétaro’s role as a strategic “dry port” for nearshoring by opening its first multi-client 3PL warehouse in the Bajío, a 10,869 m² facility designed to serve high-volume automotive, industrial, and technology supply chains. Located in El Marqués with direct access to Highway 57 and proximity to Querétaro International Airport, the warehouse offers shared logistics infrastructure—including cross-docking, labeling, repackaging, returns management, and full end-to-end visibility through an advanced WMS—allowing Tier 1 and Tier 2 suppliers to operate closer to manufacturing hubs without heavy capital investment. With capacity for over 6,000 pallet positions and strong sustainability and security standards, the project signals DP World’s commitment to Mexico’s nearshoring momentum and raises the competitive bar for logistics in the Bajío, positioning Querétaro as a key node for faster, more flexible North American supply chains. SOURCE: INDUSTRY & ENERGY MAGAZINE

NEWS BY STATE

Mexico City Mexico City closed 2025 with a results-driven message aimed at reinforcing investor confidence ahead of 2026, as Mayor Clara Brugada highlighted fiscal strength, public security improvements, and a sharp increase in public investment. The update comes amid a broader effort to position the capital as a stable and attractive destination for domestic and foreign capital. From an investment perspective, the combination of improving security, solid public finances, and sustained infrastructure spending strengthens Mexico City’s risk profile. The administration is signaling policy continuity, predictable public investment, and improved urban conditions, factors that support long-term private investment, employment growth, and business confidence in the country’s largest economic hub. SOURCE: GOBIERNO DE LA CIUDAD DE MÉXICO

NEWS BY STATE

State of Mexico Mexico’s industrial sector closed the year under growing pressure, particularly in the State of Mexico, as shifts in U.S. economic and trade policy reshaped operating conditions for export-oriented firms. Industries such as automotive, plastics, and metal-mechanics were unevenly affected, with some companies adopting defensive strategies amid higher costs and trade uncertainty. The outlook has been further complicated by domestic fiscal measures, including the increase in the excise tax on sugary beverages, which industry leaders view as regressive and potentially harmful to consumption and related value chains. At the same time, trade dynamics with the United States remain central. SOURCE: EL SOL DE MEXICO

INVESTMENT NEWS Northern Mexico

Central Mexico MAERSK Maersk, a global logistics and supply-chain provider, invested over US$15 million to open a new strategic logistics depot in Manzanillo, Colima. The 31,000 m² facility—with capacity for 6,018 TEUs and services for dry and refrigerated cargo—enhances port connectivity and supply-chain efficiency between the Port of Manzanillo and major industrial corridors in central Mexico

MERCADO LIBRE Mercado Libre, a leading e-commerce and logistics company, opened its first distribution center (CEDIS) in Hermosillo, Sonora as part of a strategic logistics expansion with an annual investment of approximately US$5 million. The 10,000 m² facility will process thousands of packages daily, enable same-day delivery in Hermosillo, Nogales and Ciudad Obregón, and generate around 100 direct jobs, strengthening regional logistics and last-mile delivery capacity.

SUPRAJIT Suprajit México, a manufacturer of automotive cables and components, announced a US$2.7 million investment to expand its Matamoros, Tamaulipas operations. The project will create 800 new jobs, increasing the facility’s workforce to 1,300 employees and strengthening the region’s automotive supply chain.

FORESIGHT Foresight, a manufacturer of automotive plastic parts and interior components, inaugurated a new production plant in Jesús María, Aguascalientes, backed by a US$50 million investment. The facility will create 300 new formal jobs and is the company’s largest and most modern site globally, reinforcing Aguascalientes’ role in the automotive supply chain. SOURCE: MEXICO INDUSTRY