Overview
- On Sunday Economy Secretary Marcelo Ebrard called the export surge a “mayúsculo” challenge for preserving Mexico’s privileged trade relationship with the United States.
- Mexico’s exports rose sharply between 2025 and 2026, driven chiefly by electronic equipment, computing goods and products tied to the U.S. artificial intelligence boom.
- About 83–85% of Mexican exports enter the U.S. duty-free under T‑MEC rules and Mexico pays an effective U.S. tariff of roughly 3.4%.
- A new bilateral round of T‑MEC negotiations is scheduled for September, where Mexico plans to seek cuts to remaining U.S. tariffs on autos, steel and aluminum.
- Foreign direct investment remains at high averages from the United States, Spain and Canada, and Mexico has signed a modernization pact with the EU to expand tariff-free access pending ratification.