Overview

• COMCE Noreste and Index Nuevo León have warned that talks could begin as early as September 2025 and that auto content requirements may rise from about 70% to 85%.
• The SAT’s Plan Maestro and the upcoming Foro IMMEX 2025 forum will focus on customs modernization and regulatory compliance for 6,551 IMMEX establishments.
• With only around 31% of industrial components produced domestically, firms are pushing supplier relocalization to meet stricter origin rules and avoid higher tariffs.
• President Trump’s February tariffs impose a 25% duty on steel and aluminum and offer a conditional 15% auto rate if USMCA origin rules are met.
• XP Investments’ Marco Oviedo cautions that continuing auto tariffs would violate the USMCA and undermine Mexico’s leverage in the expedited review.