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Industrial News Report WEEKLY LATEST NEWS IN MEXICO

JULY 1, 2026

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

US - MEXICO PRESIDENTIAL NEWS

USMCA REVIEW • Following last week’s second round of bilateral USMCA discussions, President Sheinbaum confirmed that the review process will formally enter a trilateral stage on July 1st, when representatives from Mexico, the United States, and Canada are expected to meet virtually to define the next steps for the agreement. A subsequent in-person meeting is scheduled to take place in Mexico between July 16 and 20.

• The announcement comes as negotiations continue amid uncertainty over the future structure of the agreement. Secretary of Economy, Marcelo Ebrard, emphasized that the treaty will remain in force for at least another decade under any scenario, while proposing that certain sectors and products be excluded from potential annual review mechanisms to avoid creating uncertainty for long-term investment decisions.

• Sheinbaum reiterated that maintaining the USMCA is essential for North American competitiveness and argued that the agreement continues to enjoy strong support from businesses across the three countries. The upcoming July 1st meeting will provide the first formal indication of how each government intends to approach the review process and whether negotiations can gradually transition from bilateral discussions toward a more coordinated trilateral framework. SOURCE: LA JORNADA, MILENIO, EL ECONOMISTA

US - MEXICO PRESIDENTIAL NEWS

MEXICO’S ECONOMY SHOWS RECOVERY • Mexico’s economy gained momentum at the start of the second quarter, with economic activity expanding 2.2% year-over-year in April and 1.2% compared to the previous month, marking the strongest monthly increase in five years.

• Growth was driven primarily by construction, wholesale trade, and services, helping offset the weaker performance recorded during the first quarter. Also, manufacturing activity showed signs of stabilization despite ongoing uncertainty related to U.S. trade policy. Several forecasts now anticipate improved growth during the second quarter, supported by investment, exports, and labor market conditions.

• Separately, the Bank of Mexico (Banxico) left its benchmark interest rate unchanged at 6.50%, signaling confidence that inflation is moving toward its target while acknowledging persistent external risks. Annual inflation declined to 3.55% in mid-June, allowing the central bank to maintain its current stance.

• However, Banxico warned that geopolitical tensions, global trade disruptions, exchange-rate volatility, and uncertainty surrounding U.S. economic policies continue to pose risks to both inflation and growth. While recent economic indicators point to improved momentum, authorities remain cautious given the fragile international environment and the potential impact of external shocks on Mexico’s recovery trajectory. SOURCES: BANXICO, EL FINANCIERO

LAZZERI ASSUMES POSITION AS U.S.-MEXICO AMBASSADOR • Mexico’s diplomatic engagement with the United States entered a new phase this week as Roberto Lazzeri formally assumed his post as Ambassador to Washington following his ratification by the Senate earlier this month.

• According to Mexico’s embassy, Lazzeri arrives with a mandate centered on protecting the Mexican community in the United States, promoting North American economic integration, and advancing bilateral agreements that support shared prosperity.

• His arrival coincides with an increasingly active diplomatic agenda as Mexico seeks to maintain constructive dialogue with Washington amid negotiations over the future of the USMCA and continued scrutiny of security and migration issues. SOURCE: EXCELSIOR

LEGISLATIVE CHANGES AND INITIATIVES LABOR • INITIATIVE REFORMING VARIOUS PROVISIONS OF THE FEDERAL LABOR LAW REGARDING THE PROTECTION OF WORKERS AGAINST NEW FORMS OF TECHNOLOGICAL MANAGEMENT IN THE WORKPLACE — Presented by: Senator Ruth Miriam González Silva (PVEM) — Objective: The initiative classifies AI systems used for recruitment, hiring, evaluation, supervision, training, promotion, compensation, discipline, or dismissal as high-impact labor systems. It prohibits AI-driven discrimination and fully automated and guarantees workers’ rights to privacy, personal data protection. — Status:2026-06-23 – Published in the Parliamentary Gazette

• DECREE ESTABLISHING VARIOUS ADMINISTRATIVE MEASURES WITHIN THE FRAMEWORK OF THE FIFA WORLD CUP 2026 EVENTS — Presented by: Federal Executive — Objective: The decree instructs federal agencies and entities to implement telework, remote work, or flexible work arrangements for public servants based in Mexico City on June 30, 2026. It also calls on private- and social-sector employers to adopt similar remote work arrangements for non-essential administrative and suspends classes on June 30th, 2026, in Mexico City. — Status:June 26, 2026 – Published in the Official Gazette (DOF).

LEGISLATIVE CHANGES AND INITIATIVES

PUBLIC ADMINISTRATION

INDUSTRY

• INITIATIVE WITH DRAFT DECREE REFORMING • THE CONSTITUTION REGARDING ECONOMIC SOVEREIGNTY — Presented by: Senator Oscar Cantón Zetina (MORENA)

RESOLUTION TO STRENGTHEN THE PRODUCTIVE INTEGRATION AND COMPETITIVENESS OF MSMES IN CHIHUAHUA THROUGH INDUSTRIAL POLICY, FINANCING, AND TRAINING

— Objective: Strengthens the constitutional framework for economic sovereignty by reaffirming the State’s responsibility to guide national development in a comprehensive, sustainable, and socially oriented manner. The proposal defines competitiveness as the set of conditions that promote investment, domestic production, and job creation, while requiring public finances and the financial system to support economic growth, national production, and employment. It also mandates that the National Development Plan and state and municipal development plans adhere to these principles. — Status:2026-06-23 – Published in the Parliamentary Gazette

TRADE • NOTICE ANNOUNCING THE NAMES OF PROGRAM HOLDERS AND IMMEX PROGRAM NUMBERS SUSPENDED FOR FAILURE TO SUBMIT THE 2025 ANNUAL REPORT — Presented by: Federal Executive — Objective: Publishes the names of program holders and the corresponding Manufacturing, Maquiladora, and Export Services Industry (IMMEX) program numbers that have been suspended for failing to submit the annual report for fiscal year 2025, in accordance with Article 25, second and third paragraphs, section I, of the Decree for the Promotion of the Manufacturing, Maquiladora, and Export Services Industry (IMMEX Decree). — Status: June 20, 2026 – Published in the Official Gazette (DOF).

— Presented by: Deputy César Alejandro Domínguez (PRI) — Objective: Calls on the Ministry of Economy, in coordination with the Government of Chihuahua and the industrial sector, to develop a regional industrial policy integrating micro, small, and medium-sized enterprises into strategic manufacturing supply chains, including the automotive, electronics, aerospace, and medical device industries. It also urges the Ministry of Finance to promote financing mechanisms and tax incentives for MSMEs and requests expanded certification, technical training, technology transfer, and business digitalization programs to improve the competitiveness of local suppliers. — Status:2026-06-23 – Published in the Parliamentary Gazette

NEWS BY STATE

BAJA CALIFORNIA Hines has officially introduced its new Tijuana Technology Park to the Baja California market, expanding the region’s industrial real estate inventory with approximately 750,000 square feet of Class A industrial space across three buildings designed for manufacturing, logistics, and distribution operations. During the project’s presentation, Hines Project Director Alberto Jiménez highlighted that the park is fully completed, offers immediate access to electrical power, and is strategically located along the Tijuana–Tecate free highway, providing efficient connectivity to the Otay I and Otay II border crossings as well as direct access to Mexicali. The development aims to attract new manufacturing and logistics investments by offering ready-to-occupy facilities while improving regional supply chain efficiency and helping alleviate congestion in other industrial areas of Tijuana. SOURCE: EL MEXICANO

NEWS BY STATE

SONORA Index Nogales reinforced its commitment to sustainability and cross-border economic development by participating in the 67th Sonora–Arizona Commission Plenary Session. Daniel Rivera, President of Index Nogales, joined the panel on Binational Collaboration for Environmental Sustainability, highlighting the export manufacturing sector’s role in promoting environmental stewardship, strengthening U.S.–Mexico cooperation, and supporting sustainable regional growth. The event, led by Sonora Governor Alfonso Durazo and Arizona Governor Katie Hobbs, also included discussions across 11 binational committees focused on regional competitiveness, innovation, nearshoring, energy, water, education, healthcare, and security. The session concluded with new agreements on air quality monitoring and aerospace research, further advancing the Sonora– Arizona region’s long-term strategy for sustainable economic development and advanced manufacturing. SOURCE: MEXICO INDUSTRY

NEWS BY STATE

CHIHUAHUA Chihuahua promoted its medical device manufacturing industry at Medical Taiwan 2026, one of Asia’s leading healthcare and medical technology trade shows, to attract new investment and strengthen international partnerships. Representing the state’s Ministry of Innovation and Economic Development (SIDE), Tony Lin met with industry stakeholders to showcase Chihuahua’s advanced manufacturing capabilities, innovation ecosystem, and high-value production capacity. Backed by a robust industrial base of more than 53,000 specialized workers, 53 certified suppliers, and over US$8 billion in medical device exports in 2025, the state continues to position itself as a leading manufacturing hub. Ciudad Juárez, which accounts for 30% of Mexico’s medical device exports, remains a key strategic location within global healthcare supply chains. SOURCE: PRO CHIHUAHUA

NEWS BY STATE

NUEVO LEON Nuevo León is strengthening its international economic partnerships by advancing strategic initiatives with both Texasand Morocco to boost investment, trade, and industrial competitiveness. The state reaffirmed progress on its Nuevo León– Texas Binational Strategy, which focuses on energy infrastructure, SME financing, supply chain development, and labor stability to enhance regional competitiveness across North America. At the same time, Nuevo León launched a new collaboration with Morocco, proposing a direct Monterrey–Casablanca flight and planning a trade mission to expand opportunities in advanced manufacturing, logistics, and industrial supply chains. Together, these initiatives reflect the state’s broader strategy to diversify global partnerships, improve connectivity, and reinforce its position as a leading destination for foreign investment and international trade. SOURCE: MEXICO INDUSTRY

NEWS BY STATE

GUANAJUATO Fibra Mty has agreed to acquire a Class A industrial facility in Guanajuato for approximately US$24.1 million through a sale-and-leaseback transaction, strengthening its presence in the Bajío manufacturing corridor. The 28,000-square-meter property is fully occupied by a global automotive supply chain company and will be leased back under a 10-year U.S. dollar-denominated Triple Net (NNN) agreement, providing stable long-term rental income with annual CPI-linked increases. The acquisition reflects Fibra Mty’s strategy of expanding its portfolio with high-quality industrial assets in key manufacturing markets, capitalizing on continued growth driven by advanced manufacturing, automotive production, exports, and nearshoring in Mexico. SOURCE: REAL ESTATE MARKET & LIFESTYLE

NEWS BY STATE

QUERETARO Querétaro is strengthening its electronics and semiconductor industry through a triple-helix collaboration between government, industry, and academia. At the Global Electronics Connect Day, state officials outlined a strategy to expand advanced manufacturing capabilities, develop specialized talent, promote applied research, and foster innovation to position Querétaro as a leading hub for electronics and semiconductor production. Supported by organizations such as INDEX, CANACINTRA, UNAM, and major companies including Mabe, GE Aerospace, and Zacua, the initiative aims to enhance the state’s competitiveness, attract high-value investment, and increase the global reach of technology developed in Querétaro. SOURCE: MEXICO INDUSTRY

NEWS BY STATE

MEXICO CITY •

•

Mexico City announced more than US$125 million in new investments to expand its biotechnology and life sciences ecosystem through the launch of Central Tlalpan, a new facility within the Tlalpan Innovation District (DiT). The investment will support the development of clinical supply capabilities, regenerative medicine, and biotechnology, including the establishment of a contract laboratory in partnership with Avant Santé. The initiative is expected to unfold over the next three years and aims to build domestic capacity for the development of innovative medicines currently produced abroad. The project is further reinforced by a strategic partnership between UNAM and Tecnológico de Monterrey, which will promote applied research, technology transfer, and scientific entrepreneurship. Together, the public-private-academic collaboration seeks to position Mexico City as a leading biotechnology and biopharmaceutical hub in Latin America while attracting high-value investment and advancing the country’s innovation ecosystem.

SOURCE: MEXICO INDUSTRY

NEWS BY STATE

STATE OF MEXICO

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Business leaders warned that deteriorating infrastructure in industrial parks across the State of Mexico is prompting some companies to relocate operations to other states with better operating conditions. According to the Association of Entrepreneurs and Citizens of the State of Mexico (Asecem), recurring flooding, inadequate drainage, poor public lighting, and deteriorating road infrastructure are undermining the competitiveness of key industrial corridors, particularly in municipalities such as Tlalnepantla, Naucalpan, Huixquilucan, Tepotzotlán, and Huehuetoca.

The organization also noted an increase in vacant industrial properties as companies scale back or move operations. Asecem called for greater investment in industrial infrastructure and closer coordination between authorities and the private sector, warning that continued neglect could jeopardize employment, discourage new investment, and weaken the State of Mexico’s position as one of the country’s leading industrial hubs.

SOURCE: EL SOL DE MÉXICO

INVESTMENT NEWS Norte México CLARIOS Clarios, a global manufacturer of automotive batteries, inaugurated a new distribution center in Torreón, Coahuila, with an investment of US$147 million. The 26,010-square-meter facility has capacity to store up to 300,000 batteries and move 11 million units per year, generating 255 direct jobs and more than 1,000 additional indirect jobs across logistics and transportation in the La Laguna region.

INVENTEC Inventec, a Taiwanese global manufacturer of high-performance servers for artificial intelligence, announced an investment of US$450 million to expand its manufacturing platform in Ciudad Juárez, Chihuahua. The project includes 45 new production lines and additional industrial space, and is expected to generate more than 6,000 new jobs, reinforcing the region’s role in the electronics and technology supply chain.

South México TYASA TYASA, a Mexican steel manufacturer, started operations of the first phase of its new Special Steels plant in Ixtaczoquitlán, Veracruz, with an investment of US$250 million. The facility adds production capacity of 400,000 tons per year and generated 250 direct jobs and more than 3,000 indirect jobs, positioning TYASA as the only Mexican producer with a full portfolio spanning long, flat, and special steel products.

INVESTMENT NEWS

Central México SAFRAN Safran, a French global manufacturer of aerospace engines and components, inaugurated a new maintenance, repair and overhaul (MRO) complex in Querétaro with an investment of US$140 million. The 50,000-square-meter facility will generate close to 500 specialized direct jobs and includes two maintenance shops for CFM56 and LEAP engines, a test cell, and a component repair factory serving clients across the Americas.

BORGWARNER BorgWarner, a U.S. global manufacturer of technologies for electric and hybrid mobility, announced an investment of US$49 million between 2025 and 2028 to expand its operations in San Luis Potosí. The project will increase production of electronic components and electric-vehicle solutions and is expected to generate 663 specialized jobs between 2026 and 2030.

ESENTIA ESENTIA, an energy infrastructure company, announced an investment of more than 1,650 million pesos to build a natural gas compression station in El Llano, Aguascalientes. The project will generate 396 direct jobs and strengthen natural gas transport and distribution capacity for the Centro-Occidente region, with commercial operations expected to begin in 2027.

FIBRA MTY Fibra Mty, a Mexican industrial real estate investment trust, agreed to acquire a Class A industrial building in Guanajuato for approximately US$24.1 million through a sale-and-leaseback structure. The property, occupied by a global automotive supply chain company, will carry an initial ten-year lease term, reinforcing Fibra Mty’s industrial portfolio in the Bajío region. SOURCE: CLUSTER INDUSTRIAL

PRODENSA INSIGHTS USMCA, China, and Mexico: The Rise of Chinese-Made Cars The rapid expansion of Chinese automakers is reshaping the global automotive industry—and raising important questions for North American trade. As Chinese manufacturers expand internationally, the intersection of USMCA rules, investment strategies, and regional production is becoming increasingly significant. This article explores how the rise of Chinese-made vehicles could influence Mexico’s manufacturing sector, USMCA compliance, and the future of automotive supply chains across North America. • How Chinese automakers are changing global competition • What USMCA means for automotive investment in Mexico • The implications for North American supply chains

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