US - MEXICO PRESIDENTIAL NEWS
USMCA REVIEW
• The United States formally declined to extend the USMCA for an additional 16 years during the agreement’s first Joint Review on July 1st, triggering the treaty’s review mechanism rather than its renewal.
• Under the USMCA, the agreement remains in force until 2036 and will now be subject to annual joint reviews, during which the three countries may still agree to extend its duration by another 16 years. Mexico and Canada supported an immediate extension, while the U.S. argued that additional discussions are needed to address trade deficits and perceived shortcomings in the agreement.
• Following the virtual ministerial meeting, Secretary of Economy, Marcelo Ebrard, confirmed that the USMCA remains fully operational, with more than 80% of Mexican exports to the United States continuing to enter duty-free. He emphasized that the annual reviews will focus on specific issues raised by the parties rather than reopening the entire agreement, while reaffirming that preserving Mexico’s preferential market access remains the government’s priority.
• The U.S. Trade Representative (USTR) similarly stated that Washington will continue negotiations with Mexico and Canada before considering any future extension.
• The next major step in the process will be a bilateral review round between Mexico and the United States in Mexico City during the week of July 20, where negotiators are expected to begin discussions on priority issues, including regional production, trade deficits, and sector-specific concerns.
SOURCE: FORBES, SECRETARÍA DE ECONOMÍA, USTR, SECRETARÍA DE ECONOMÍA
US - MEXICO PRESIDENTIAL NEWS
IMMEX PROGRAM
• President Sheinbaum met with representatives of Mexico’s IMMEX manufacturing and export industry following the conclusion of the USMCA joint review process, in order to provide certainty for companies planning long-term investments. She stated that the government will continue promoting new investment and job creation through Plan México while encouraging companies to make greater use of Mexico’s foreign trade single-window system.
• Industry leaders welcomed the outcome of the review. CONCAMIN President Alejandro Malagón said the agreement’s continued validity for the next decade provides greater certainty for investment decisions despite the adoption of annual reviews instead of an immediate extension.
SOURCE: X: CLAUDIA SHEINBAUM, LA JORNADA
MEXICO’S CUSTOMS AGENCIES SCHEME
• Mexico’s Ministry of Economy, the National Customs Agency (ANAM), and the Tax Administration Service (SAT) launched the nationwide implementation of the customs agencies framework, completing a key modernization initiative under the government’s Plan México strategy.
• The new scheme formally authorizes corporate customs agencies to conduct customs clearance operations under the framework established in the Customs Law, aiming to streamline trade procedures and provide greater legal certainty across the country’s 50 customs offices.
• The nationwide rollout follows a pilot program conducted between May 19th and June 30th, 2026, during which authorities worked with customs brokers’ associations to address operational and legal issues before full implementation. The initiative is intended to improve the efficiency of customs operations, facilitate international trade, and strengthen Mexico’s compliance with its international trade commitments.
SOURCE: SECRETARÍA DE ECONOMÍA
US - MEXICO
MEXICO AND THE U.S. FINANCIAL COOPERATION
• Mexico’s Financial Intelligence Unit (UIF) announced it is strengthening coordinated efforts with U.S. authorities to disrupt financial networks linked to the Pacific Cartel involved in drug trafficking and money laundering. The action follows sanctions imposed by the U.S.
• Treasury Department’s Office of Foreign Assets Control (OFAC) against 14 individuals and entities allegedly connected to criminal organizations that launder proceeds from fentanyl trafficking through cryptocurrencies, shell companies, and cross-border financial operations.
• The UIF is conducting fiscal, financial, and corporate analyses to identify additional networks and imple-
ment corresponding legal measures.
• Separately, the U.S. Treasury announced additional joint actions with the UIF targeting fuel-smuggling schemes linked to the Jalisco New Generation Cartel (CJNG), underscoring the expanding bilateral focus on dismantling cartel financing beyond traditional narcotics trafficking.
• The announcement reflects broader U.S.-Mexico cooperation to target the financial structures supporting transnational criminal organizations. Mexican authorities stated that the initiative aims to protect the integrity of the financial system, combat illicit financial flows, and align enforcement with international standards.
SOURCE: U.S. DEPARTAMENT OF TREASURY, SECRETARÍA DE HACIENDA
LEGISLATIVE CHANGES AND INITIATIVES
LABOR
• AGREEMENT ESTABLISHING THE PERIODS CONSIDERED NON-WORKING DAYS IN 2026 FOR ADMINISTRATIVE ACTS AND PROCEDURES CONDUCTED BY THE MINISTRY OF LABOR AND SOCIAL WELFARE
Presented by: Ministry of Labor and Social Welfare (STPS)
Objective: Establishes July 15–31 and December 15–31, 2026, as non-working periods for administrative procedures conducted by the Ministry of Labor and Social Welfare. The measure applies to labor contracting procedures, inspections, oversight activities, and sanctioning processes carried out under the Federal Labor Law and applicable inspection regulations.
Status:July 2, 2026 – Regulatory Impact Assessment Exemption.
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.
Status:June 20, 2026 – Published in the Official Gazette (DOF).
• DECREE AMENDING THE AGREEMENT ESTABLISHING DUAL-USE GOODS, SOFTWARE, AND TECHNOLOGIES SUBJECT TO EXPORT CONTROLS BY THE MINISTRY OF ECONOMY
Presented by: Federal Executive
Objective: Amends the agreement governing export controls on dual-use goods, software, and technologies by aligning Mexico’s controls with international export control regimes, while providing for future updates consistent with additional United States export control measures.
Status:July 3, 2026 - Published in the Official Gazette (DOF) .
LEGISLATIVE CHANGES AND INITIATIVES
TECH
• BILL TO AMEND ARTICLE 3 OF THE NATIONAL SECURITY LAW
Presented by: Deputy Giselle Yunueen Arellano Ávila (MORENA)
Objective: Amends Article 3 of the National Security Law to recognize cyberspace sovereignty as part of national security. Defines national security to include protecting the State’s jurisdiction, control, and defense over critical digital infrastructure and government communication networks located in Mexico.
Status:July 1, 2026 – Published in the Parliamentary Gazette.
• BILL TO AMEND ARTICLE 5 OF THE NATIONAL SECURITY LAW TO INCORPORATE CYBER THREATS AS GROUNDS AFFECTING NATIONAL SECURITY
Presented by: Deputy Giselle Yunueen Arellano Ávila (MORENA)
Objective: Amends Article 5 of the National Security Law to recognize cyber threats as matters affecting national security. Expands the legal framework to address cyberattacks against critical digital infrastructure, cyber espionage, cyber sabotage, and foreign or non-state digital interference.
Status:July 1, 2026 – Published in the Parliamentary Gazette.
NEWS BY STATE
BAJA
CALIFORNIA
Toyota’s plant in Tijuana, once a flagship example of North American integration under the North American Free Trade Agreement, has evolved from producing Tacoma truck beds to becoming a key assembly hub for the Toyota Tacoma for the North American market. However, shifting U.S. trade policies and uncertainty surrounding the future of the United States–Mexico–Canada Agreement are reshaping the business case for cross-border manufacturing. Following Toyota Motor North America’s announcement of a $3.6 billion expansion in Texas and the gradual transfer of some Tacoma production to the United States, the long-term future of the Tijuana operation remains under review beyond 2030, highlighting how geopolitical and trade policy changes are redefining manufacturing strategies in North America.
SOURCE: EXPANSION
NEWS BY STATE
CHIHUAHUA
Chihuahua will leverage its participation in the Farnborough International Airshow 2026 to strengthen its position as one of Mexico’s leading aerospace hubs and attract new high-value manufacturing investments. Through the Invest in Chihuahua strategy, a delegation of government and industry leaders—including representatives from Federación Mexicana de la Industria Aeroespacial, Index Chihuahua, and the Cluster Aeroespacial de Chihuahua— will meet with OEMs, suppliers, and companies exploring expansion opportunities in Mexico. The initiative builds on the state’s recent momentum, which has already secured nine new aerospace operations totaling $220 million in investment and nearly 5,000 jobs, while promoting Chihuahua’s industrial infrastructure, specialized talent, local supply chain capabilities, and logistics advantages to global aerospace players.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
NUEVO
LEON
Nuevo León is strengthening its economic integration with Canada through a combination of advanced logistics infrastructure, nearshoring opportunities, and close collaboration between government and industry organizations. Supported by ongoing engagement between CANCHAM México and the state government, the region continues to attract Canadian investment across automotive, industrial manufacturing, and specialized sectors. Key assets such as the Colombia-Laredo Border Crossing and the expanded Monterrey International Airport enhance connectivity to North American markets, positioning Nuevo León as a strategic hub for Canadian companies seeking to strengthen regional supply chains and capitalize on North American trade and nearshoring trends.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
GUANAJUATO
The Mexican Institute for Competitiveness (IMCO) recognized Guanajuato as one of Mexico’s leading states in industrial policy and investment attraction, alongside Querétaro, according to its study Mexico Plan in the States: Industrial Policy and Subnational Governments. Developed in collaboration with the Mexican Association of Economic Development Secretaries (AMSDE), the report highlights Guanajuato’s formal economic development strategy, including defined goals and funding to strengthen local content, expand supplier networks, coordinate with development banks, and consolidate regional value chains. The state was also recognized for its investor facilitation tools, project monitoring mechanisms, and proactive investment promotion strategy, positioning it to capitalize on nearshoring trends, regional supply chain integration, and the upcoming review of the United States–Mexico–Canada Agreement.
SOURCE: EL ECONOMISTA
NEWS BY STATE
QUERETARO
Querétaro Aerospace Cluster highlighted the expansion of Safran’s Safran Aircraft Engines Services Americas 2 as a major milestone for Mexico’s aerospace industry and a catalyst for strengthening Querétaro’s position as a leading aerospace hub in Latin America. The project includes the first Safran engine test cell in Mexico, enabling the company to integrate maintenance, repair, and final engine validation capabilities within a single facility and expand its service offering to customers across the region. According to the cluster, the investment enhances local technical capabilities, supports the development of specialized talent and innovation, and reinforces Mexico’s competitiveness in attracting high-value aerospace investments, while positioning Querétaro as Safran’s largest engine maintenance hub worldwide.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
MEXICO CITY
• Mexico City remained one of Mexico’s strongest industrial real estate markets despite a broader moderation in new industrial construction.
• According to Solili, the capital accounted for 19% of national industrial leasing activity during April and May 2026 and recorded the highest average industrial rental rate in the country at US$10.37 per square meter per month.
• While developers slowed the pace of new projects amid rising nationwide space availability, demand for industrial facilities in Mexico City remained resilient, supported by its role as a key logistics and distribution hub.
• The market reflects a shift toward more balanced and strategic industrial development as supply expands across the country.
SOURCE: EL ECONOMISTA
NEWS BY STATE STATE OF MEXICO
• The State of Mexico announced the development of six new industrial parks by real estate developer Chesisa, representing an investment of approximately MXN 3.5 billion and the creation of more than 2,800 jobs.
• The projects will expand the company’s footprint in Tultitlán and Tultepec, reinforcing one of the country’s fastest-growing industrial corridors.
• State officials highlighted the government’s efforts to provide legal certainty and support for investors, while emphasizing the state’s strategic location and industrial competitiveness.
• With 228 industrial developments currently in operation, the State of Mexico remains the country’s leading industrial park market, reflecting continued demand for logistics and manufacturing infrastructure.
SOURCE: LA PRENSA
INVESTMENT NEWS
North México
SAFRAN ELECTRICAL & POWER
ISA
Safran Electrical & Power ISA, the Chihuahua-based unit of French aerospace group Safran, opened its fifth manufacturing plant in the city of Chihuahua — the group’s thirteenth site in the state — on July 1. The expansion represented an investment of US$7.4 million and created 800 new jobs, reinforcing Chihuahua’s role in the North American aerospace supply chain.
Central México
GRUPOCHEDRAUI
Grupo Chedraui, one of Mexico’s largest retail chains, announced on July 2 a plan to invest US$446 million (7,800 million pesos) to open 245 new stores across 17 municipalities in the State of Mexico over the next four years, including its compact “Supercito Chedraui” format. The plan is expected to generate close to 15,000 direct and indirect jobs.
National
MOTHERSON (SAMVARDHANA MOTHERSON INTERNATIONAL)
Motherson, the India-based global auto parts manufacturer, completed the acquisition of Autoelectric — the wiring-harness business of French cable maker Nexans — for €207 million, the companies confirmed on July 7. The unit posted close to €708 million in sales in 2025 and employs nearly 13,000 people worldwide. With the deal, Motherson’s manufacturing footprint in Mexico grows to 31 plants, reinforcing the country’s role in its global supply chain; Nexans said the sale completes its shift toward a business focused fully on electrification.
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