07 January 2026
Mexico US Trade Tensions Escalate: Tariffs Reshape Cross Border Commerce with Steel Imports Plunging 30 Percent in 2025
Mexico Tariff News and Tracker
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Welcome to Mexico Tariff News and Tracker, your essential update on the evolving trade landscape between the US and Mexico. As of early January 2026, President Trump's aggressive tariff policies continue to reshape cross-border commerce, with Mexico at the epicenter.
S&P Global Platts reports that Mexico's natural gas transportation rates have been updated effective January 6, incorporating the 2026 SISTRANGAS tariff rates authorized on December 29, 2025. Key fully loaded transport costs include $0.54 per unit at Juarez, $0.53 at Reynosa, and up to $2.37 at Merida, feeding into daily pricing amid tighter energy trade ties.
On the US side, non-USMCA compliant goods from Mexico face 25% tariffs under Section 232, with some suspended but poised for revival, according to Sullivan & Cromwell's Tariffs Tracker. Mexican steel exports to the US plunged 30% from January to November 2025, per Argus Media, after the US slapped a 50% tariff on all steel imports in June—Mexico redirecting shipments to Canada and Guatemala instead.
The Wall Street Journal highlights Mexico as the unexpected winner from rising American tariffs, surging as top US supplier in 2024 via integrated supply chains. Yet, Axios notes actual tariff impacts are about half the headline rates—around 14% versus 27%—thanks to USMCA compliance jumps to 75.8% for Mexican imports through August 2025, exemptions, and shipment delays.
Looking ahead, a high-stakes USMCA review looms in July 2026, with S&P Global warning of Trump's hardline push that could disrupt metals trade, impose double-digit duties, or even spur a US exit. Mexico's new Foreign Trade General Rules for 2026, published December 27 per Mijares law firm, ramp up customs traceability, digitalization, and fees, while Mexico itself imposes 5-50% duties on 1,400 goods from non-FTA countries starting January 1. A pending US Supreme Court ruling on Trump's tariffs could further jolt dynamics.
Mexico's LIGIE tariff reform proposes 10-50% hikes on auto parts and more, signaling retaliation risks. Amid fentanyl concerns, Trump threats persist, but USMCA shields much flow—for now.
Thanks for tuning in, listeners—subscribe for weekly updates to stay ahead. This has been a Quiet Please production, for more check out quietplease.ai.
For more check out https://www.quietperiodplease.com/
Avoid ths tariff fee's and check out these deals https://amzn.to/4iaM94Q
This content was created in partnership and with the help of Artificial Intelligence AI
S&P Global Platts reports that Mexico's natural gas transportation rates have been updated effective January 6, incorporating the 2026 SISTRANGAS tariff rates authorized on December 29, 2025. Key fully loaded transport costs include $0.54 per unit at Juarez, $0.53 at Reynosa, and up to $2.37 at Merida, feeding into daily pricing amid tighter energy trade ties.
On the US side, non-USMCA compliant goods from Mexico face 25% tariffs under Section 232, with some suspended but poised for revival, according to Sullivan & Cromwell's Tariffs Tracker. Mexican steel exports to the US plunged 30% from January to November 2025, per Argus Media, after the US slapped a 50% tariff on all steel imports in June—Mexico redirecting shipments to Canada and Guatemala instead.
The Wall Street Journal highlights Mexico as the unexpected winner from rising American tariffs, surging as top US supplier in 2024 via integrated supply chains. Yet, Axios notes actual tariff impacts are about half the headline rates—around 14% versus 27%—thanks to USMCA compliance jumps to 75.8% for Mexican imports through August 2025, exemptions, and shipment delays.
Looking ahead, a high-stakes USMCA review looms in July 2026, with S&P Global warning of Trump's hardline push that could disrupt metals trade, impose double-digit duties, or even spur a US exit. Mexico's new Foreign Trade General Rules for 2026, published December 27 per Mijares law firm, ramp up customs traceability, digitalization, and fees, while Mexico itself imposes 5-50% duties on 1,400 goods from non-FTA countries starting January 1. A pending US Supreme Court ruling on Trump's tariffs could further jolt dynamics.
Mexico's LIGIE tariff reform proposes 10-50% hikes on auto parts and more, signaling retaliation risks. Amid fentanyl concerns, Trump threats persist, but USMCA shields much flow—for now.
Thanks for tuning in, listeners—subscribe for weekly updates to stay ahead. This has been a Quiet Please production, for more check out quietplease.ai.
For more check out https://www.quietperiodplease.com/
Avoid ths tariff fee's and check out these deals https://amzn.to/4iaM94Q
This content was created in partnership and with the help of Artificial Intelligence AI