Global Scans · Mexico · Weekly Summary

WHAT'S NEXT?: Mexico's economy and status with the U.S. faces uncertain times as a result of Donald Trump's recent election as America's next president. The impacts of Donald Trump's pre-election threats are already being felt by Mexico's economy and may have unforeseen consequences for both nations.

• [New] Through Plan Mexico 2025-2030, the federal government intends to transition from assembly-based manufacturing to high-value design and development through 2030. Mexico Business
• [New] Mexico could grow 1.5% in 2026, Vanguard says, helped by U.S. consumers and World Cup tourism, but investment may lag amid T-MEC doubts. Puerto Vallarta News
• [New] The 2026 FIFA World Cup is widely seen as a key opportunity to drive the recovery and growth of Mexico's restaurant industry. MexCham -
• [New] With a population of 130 million, a highly open commercial framework, and its strategic integration into North America, Mexico offers immense potential in natural resources, financial systems, and infrastructure development. Mexico Business
• [New] Canada's leading business voices stress that Mexico has become indispensable to North American competitiveness, but regulatory challenges in energy, critical minerals, and agriculture could complicate the ongoing USMCA review. Mexico Business
• [New] Canada and Mexico have appropriately pointed out that they cannot simultaneously pose a threat to and be a guarantee of U.S. national security, but we may need to pursue 232 relief on a separate path to preserve USMCA. Americas Quarterly
• [New] There are growing fears that Mexico may retaliate by targeting U.S. agricultural exports or slowing cooperation on energy transit. The Chronicle-Journal
• [New] Looking beyond 2026, Mexico's competitive position will hinge on its ability to navigate the USMCA review, secure predictable tariff regimes, and attract investment in advanced automotive segments. Mexico Business
• [New] From Mexican cartel threats to Greenland interest, U.S. actions assert geographical entitlement. GeopoliticsUnplugged Substack
• [New] Mexico should lead a dependency-mapping initiative to quantify a USMCA member's reliance on foreign suppliers, identify vulnerabilities, and target mitigation where it matters most. CNAS
• [New] A North American Economic Security Capacity Fund, co-financed by the United States and Canada, could support training programs, joint task forces, and shared digital systems without being perceived as heavy-handed oversight from Mexico's closest allies. CNAS
• [New] Mexico's evolution from fragmented oversight to data-driven dependency mapping and stronger institutions will determine whether the USMCA matures into a durable economic security compact. CNAS
• [New] Mexico needs more investment to grow and to create quality jobs that will enable us to be more competitive in high value-added industries and to offer higher wages in order to reduce poverty and inequality. Mexico News Daily
• [New] Digital Key functionality for select 2026 Toyota RAV 4 models will begin rolling out this month in the United States, Canada and Mexico, followed by a wider rollout in Europe aligned with the launch timeline of Toyota vehicles. Samsung Mobile Press
• [New] The United States has threatened military interventions in other Latin American countries, including Cuba, Colombia and parts of Mexico. Desjardins.com
• [New] Mexico is positioning for a potential second wave of nearshoring starting in 2027, contingent on the outcome of the USMCA and evolving tariff frameworks. Mexico Business
• [New] Hot-rolled coil prices are expected to rise in 2026 as the Mexican tariffs curb imported supply and typically seasonal patterns increase demand in the new year. FastMarkets
• [New] New instruments, including catastrophe bonds and insurance risk letters, especially in Mexico and Brazil, are expanding risk management options and attracting international capital. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• [New] Electrification will continue to shape investment decisions, but Mexico's reality in 2026 will remain mixed-technology production. Mexico Business
• [New] Because there was a pause in new production in 2025 as manufacturers waited to see how tariffs and other economic shifts would pan out, employee availability in Mexico increased and will benefit manufacturers moving forward with production investments and opportunities in 2026. IVEMSA
• [New] Among Latin America's seven largest economies: Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, and Peru, sensitivity to global disruptions is influenced by trade exposure, commodity prices, remittances, and global financial liquidity. Mexico Business

Last updated: 27 January 2026