Market Insights
LATAM trade intelligence, shipping analysis, and logistics trends
Mexico-Japan inspections at Manzanillo from July 14 raise demurrage on China FCL
Mexico and Japan launched enhanced physical and documentary inspections at Manzanillo from July 14, extending clearance times for industrial imports. Combined with SCFI surging 150% and 3.7 million TEU congestion, the measures directly increase demurrage for China-origin FCL while final anti-dumping duties on Chinese cardboard take effect.
Read More →Puerto del Norte advances with urgency: Manzanillo & Laredo demand adds 12-24 hour waits to your FCL imports
Mexico Senate approves up to 50% import tariffs on goods from China, India, South Korea, Thailand and Indonesia. New SAT origin verification rules effective October 2026 and revised China-Mexico origin rules from September 2026 create compliance pressure. Ports including Manzanillo report 12-24 hour waits amid USMCA review uncertainty.
Read More →T-MEC Review on July 1: 5-50% Tariffs on Non-FTA Imports Since Jan 2026 Raise FCL Costs for Automotive Electronics Importers
T-MEC review on July 1 2026 imposes 5-50% tariffs on non-FTA imports from 2026, raising FCL costs for auto electronics importers amid record trade and border congestion.
Read More →USMCA Review Uncertainties Frozen Capex and High Vehicle Tariffs Up to 50% Reshape Mexico FCL Supply Chains
As the July 1 USMCA review deadline nears with stricter rules of origin expected, Mexican automotive, steel, and aluminum FCL importers are freezing capex and shifting to short-term financing. New 5-50% tariffs on non-FTA vehicles, combined with surging cross-border truck rates and port congestion, are reshaping Mexico's full container load supply chains and pressuring electronics and advanced manufacturing sectors.
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