Overview

• The review process is set to move ahead on a published timetable: U.S. public consultations by October 4, 2025, a report to Congress on January 3, 2026, and the formal review on July 1, 2026.
• AmCham expects mostly minor rule adjustments rather than a deep renegotiation, a scenario it says would restore supply‑chain certainty, and it notes the 2026 U.S. midterms could keep the process narrow in scope.
• Executives project a “nearshoring 2.0” wave by 2027, with new investment interest led by Asian firms in advanced manufacturing such as semiconductors and medical devices, as well as the automotive sector.
• The auto and autoparts industry currently attracts 37% of relocation‑linked foreign investment and logged about $2.7 billion in 2024, with leaders emphasizing that many projects reflect multi‑year planning cycles.
• Business groups caution that capturing the expected inflows will require addressing structural gaps in logistics, energy supply, water management, security and the rule of law.