Market Insights
LATAM trade intelligence, shipping analysis, and logistics trends
Mexico-US Border Empty-Import Closure Meets Permanent 10-35% Asian Steel Tariffs and Glass AD; Shanghai Reliability Plunges 19.2pp to 21% 14-Year Low, Pressuring China-Mexico FCL
On Sept 9 2026 Matamoros Customs closed the empty import module at Zaragoza bridge, diverting trucks via Los Indios with 77 km and 1.5 hours added per trip plus $80-100 surcharge. Over 60 Nuevo León carriers begin extended Colombia-Laredo hours from Sept 14 under CBP pilot.
Read More →SAT and ANAM lock MVE as fully enforceable on 1 October: China–Mexico FCL shifts to pre-arrival fiscalization as SCFI holds 156% above pre-Iran-conflict levels
SAT and ANAM postponed mandatory Electronic Value Manifestation (MVE) compliance to September 30, 2026. The digital filing via VUCEM replaces paper E2 forms, requiring importers to submit digitized invoices, contracts and payment proofs for pre-arrival tax verification.
Read More →Shanghai and Ningbo Ports Fully Cleared for Typhoon Defense Amid 139 Waiting Boxships and 8–9.5 Day Berth Delays
Late August 2026 Shanghai Ningbo ports typhoon Shadel official clearance stoppage gate suspension. 55 ships evacuated Ningbo terminals stopped.
Read More →Chinese Tariffed Imports Down 28.4%, Cruz Azul Scaling to 3 Mt: Mexico Building Materials Shift Toward Local Supply
Cruz Azul 6.5bn Tula upgrade to 3Mt/year. Time Ceramics third line 2027. SICT plan drives demand. 2026 tariffs cut China imports 28.4%. Cement MXN 240-280/bag.
Read More →US 50% Canada Tariffs Signal Mexico Next: IMCO Data Shows Only 12¢ China Import per Extra $1 US Export Amid Transshipment Clash
US tightens China curbs in USMCA, accuses Mexico of transshipment to evade tariffs. IMCO 2025: Mexico US exports $534.9B +5.8%, 12c extra China import per $.
Read More →Typhoon Sequence and Red Sea Diversions Compound Nearly Month-Long China Container Delays and Rate Surges, Pressuring Mexican FCL Importers on Fulfillment and Costs
July-August 2026 typhoon sequence closed Shanghai and Ningbo-Zhoushan ports, delaying over 2.4 million TEU; Red Sea and Hormuz issues forced Cape rerouting, removing 1.5 million TEU capacity as SCFI climbed to 3,355.
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