Market Insights
LATAM trade intelligence, shipping analysis, and logistics trends
Mexico Freight Strike Ends Overnight Restoring China FCL Inland Continuity; USTR's 4-Day Window on Vessel Fee Extension to January 2027 Heightens Cost Uncertainty
Mexico's nationwide freight strike concluded on October 27 after an agreement with Segob, reopening highways across 19 states and easing port operations. The action had threatened 1.6 million tons of daily cargo movement.
Read More →Manzanillo Hit by Trudy Closures and Cartel Blockades; SE Limits Zero-Tariff to 11 OEMs as Chinese Auto Sales Surge >22%
Hurricane Trudy weakened to Category 2, prompting Mexico's Navy to close navigation for large vessels at Manzanillo, Lázaro Cárdenas, Puerto Vallarta and Puerto Escondido. Maersk and Contecon Manzanillo suspended container reception and gate services from October 17, with gradual resumption planned from October 19.
Read More →Mexico Bifurcates China Trade: $68.60 Provisional Duty on Adult Bikes Regardless of Origin Plus $1,000 Asia-Mexico GRI Raise FCL Costs, While Auto-Parts Tariffs Are Selectively Zeroed for Nearshoring
Mexico's Ministry of Economy published a preliminary resolution imposing a provisional antidumping duty of 68.60 USD per unit on adult bicycles from China, effective October 13 2026 for six months, covering wheel sizes over 20 inches excluding racing and electric models.
Read More →Asia–Mexico FCL Hits USD 6,000 After Fresh USD 1,000 GRI as Hurricane Simon Closes Manzanillo and Lázaro Cárdenas; China-Origin Scrutiny Tightens
INEGI data shows Mexico's automotive exports dropped 12% YoY in September with output down 15%, while domestic sales rose 8%. Analysts attribute the decline to U.S. tariffs, noting USMCA compliance can lower the burden to 10-12%. Asia-Mexico FCL rates reached $6,000/container after GRIs and blank sailings.
Read More →China–U.S. $30bn Reciprocal Tariff Cuts Leave Mexico’s Record 17.4% U.S. Import Share Intact as Nearshoring Holds
September 2026 China-U.S. consensus delivered reciprocal tariff cuts of ~USD 30 billion on non-sensitive goods and extended truce to January 2027, yet Mexico's favorable tariff position remains unaffected. Mexico's up to 60% tariffs on Chinese inputs stay binding, Chinese automakers pause Mexico projects, and peso depreciated 6.4%.
Read More →U.S. AD/CVD on Chinese Van Trailers Meets Mexico’s Embargo Threshold Cut from 50% to 20% and Up-to-60% Chinese Input Tariffs, Compressing China-Origin FCL Buffer
The U.S. Commerce Department and ITC have issued final AD/CVD orders on Chinese van trailers and subassemblies, including those assembled in Canada. Preliminary affirmative determinations require cash deposits for imports from Canada and Mexico, alongside ongoing Section 232 tariffs.
Read More →