Overview
- The Economy Ministry reports 13 sectoral and 13 state sessions in two weeks and 1,602 questionnaires received, with organized labor formally included for the first time.
- States such as Jalisco and Michoacán are running parallel multisector consultations to protect strategic industries including electronics, agrofood, and fashion.
- Automotive groups including AMIA, Toyota and Anpact oppose shifting to bilateral talks and urge keeping a trilateral framework to preserve integrated supply chains.
- Moody’s estimates the effective U.S. tariff on Mexican exports at 7.5% and says it could edge up by 0.5–1 point as new measures take effect, including a 25% rate on medium and heavy trucks in November.
- Industry representatives expect the three countries to weigh common rules on screening China-linked investment as part of the review discussions.