Overview

• Economy Secretary Marcelo Ebrard said preliminary negotiations are at the halfway mark and the bilateral table is confined to trade topics, excluding fentanyl and migration.
• Mexico has submitted eight proposals aimed at softening or removing the U.S. 50% duty on steel, while also challenging Section 232 actions affecting aluminum, autos and tomato growers.
• Talks with the United States target scaling production in pharmaceuticals, semiconductors, electronics and textiles to capture North American supply-chain shifts.
• Ebrard said 84% of Mexican shipments to the U.S. face no new tariffs, and negotiators are discussing relief for remaining duties on autos, copper and aluminum.
• The formal T-MEC review opens in January 2026 with a potential conclusion in July, and Mexico has also secured retailer commitments for Mexican-made goods to reach 20% on major platforms.