Overview

• The Sheinbaum administration intends to include higher duties on selected Chinese goods in the 2026 budget it plans to send to Congress before September 8, according to Bloomberg reporting.
• Autos, textiles and plastics are among the targeted categories, and specific tariff rates have not been finalized or officially announced.
• China’s Foreign Ministry publicly objected, with spokesperson Guo Jiakun saying Beijing opposes restrictions imposed under coercion by other countries.
• Reporting notes supportive reactions from U.S. officials, including Treasury Secretary Scott Bessent, reflecting Washington’s push to tighten North American supply chains.
• China supplies roughly 20% of Mexico’s imports, so steeper duties could reshape sourcing and logistics, and sources indicated other Asian countries could also face higher tariffs.