August 15-22, 2025
Hot Topics
RECORDSTATSOFFDIINMEXICOARE PRESENTEDBYTHEGOVERNMENT
Mexico posted a record stat of Foreign Direct Investment (FDI) in the second quarter of 2025, totaling $34 3 billion USD, the highest figure ever for this period Also, this represents an increase of more than 10% compared to last year, reflecting strong investor confidence, macroeconomic stability, and a notable surge in new investment commitments, according to the Mexican Government. Manufacturing, financial services, and construction continue to lead investments, suggesting Mexico’s strong position as a prime hub for nearshoring strategies. The momentum could also highlight the country’s growing attractiveness to global firms seeking proximity to the US market Nonetheless, critics such as Moody’s Analytics has cautioned that 2026 could bring slower growth in FDI as uncertainty over US trade and tariff policies clouds the medium-term outlook Furthermore, investments in 2025 could have been planned years ahead the tariffs crashout. Source: Reforma
2025–2030 CFE EXPANSION PLAN UNVEILED
The Sheinbaum government and CFE unveiled the 2025–2030 Expansion Plan for Mexico’s National Transmission Network, with an investment of over $163 billion MXN. The project includes initiatives to build new transmission lines and substations. Divided into three zones, north, center, and south, the plan seeks to expand coverage, connect isolated communities, reduce energy poverty, and boost renewable integration Authorities emphasize that modernizing the grid will strengthen reliability, disaster response, and regional development.
Source: Gobierno de México
"USMCA MORE VALUABLE THAN EVER"
Emilio Cadena, CEO of Prodensa, stresses that the USMCA is more valuable than ever for Mexico With US tariffs hitting Asia and Europe at 10–30%, producing in Mexico has shifted from convenient to strategic, provided rules of origin are met This positions Mexico as a key partner in sectors like electric vehicles, semiconductors, aerospace, and pharmaceuticals. Cadena also highlights that to seize this historic opportunity, Mexico must modernize infrastructure, simplify procedures, train talent, and defend the treaty’s integrity to secure regional growth
Source: Cluster Industrial
NEW HEAD OF NAFIN & BANCOMEXT
Roberto Lazzeri was appointed as the new head of Nacional Financiera (Nafin) and Bancomext The Ministry of Finance highlighted his commitment to promoting economic development and financial inclusion, as he takes charge of Nafin amid reported losses and Bancomext with recent gains
Source: La Jornada
Hot Topics
RONJOHNSONMEETSWITHAUTOSECTOR LEADERSINMEXICO
US Ambassador Ron Johnson met with leaders of the automotive industry underscoring the sector’s importance for Mexico and the US Johnson highlighted that the auto industry is a priority for President Trump, as it supports jobs, investment, and competitiveness. Johnson also emphasized the integration between the two countries and the value of Mexican production for US supply chains. He stressed that cooperation with President Sheinbaum’s administration is central to strengthening the industry’s future. This engagement could suggest a positive outlook for the Mexican auto sector, as it signals Washington’s commitment to collaboration On another note, Secretary Marco Rubio stated a pause of worker visas for foreign commercial truck drivers, citing the well-being of american drivers
Source: El Universal
EUROPEANLEADERSMEET WITH ZELENSKYAT THE WHITE HOUSE
The recent summit in Washington, named “Operation White House,” brought together President Trump, Volodymyr Zelensky, and top European leaders in an effort to shape US policy on Ukraine, according to El Pais. Concerned by Trump’s meeting with Vladimir Putin in Alaska, where Trump seemed overly friendly, Europe rushed to present a united front Leaders from Germany, France, Italy, the UK, Finland, and the European Commission joined Zelenskiy, not only to prevent Kyiv from being isolated, but also to press Trump for more security guarantees and a stronger stance against Russia. Moreover, the strategy relied heavily on flattery, portraying Trump as a pragmatic peacemaker, while stressing humanitarian concerns such as the abduction of Ukrainian children. Apart from Ukraine, the Europeans sought to secure long term commitments with the US that would protect Europe’s security interests and open space for future trade and defense deals Though the outcome remains uncertain, the summit showed Europe’s determination to manage Trump’s unpredictability while securing both security assurances and economic opportunities.
Source: El País
SHEINBAUM PREPARES SECURITY AGREEMENT
President Claudia Sheinbaum is advancing a new bilateral security agreement with the United States that emphasizes cooperation against organized crime while maintaining full respect for Mexico’s sovereignty Unlike former president López Obrador’s more isolationist policy, Sheinbaum sees collaboration with Washington as both pragmatic and necessary, given the joint challenges along the border and the deep social and economic ties between the two countries By seeking joint strategies rather than unilateral measures, her policy signals a shift toward constructive engagement, strengthening trust with the US while reassuring Mexicans that sovereignty remains protected This could represent a positive step for regional security.
Source: La Jornada
