Market Insights
LATAM trade intelligence, shipping analysis, and logistics trends
Mexico locks China FCL into structural crackdown: bike duties nearly 4x to $57.19 as freight hits USD 7,000-8,100/FEU under dual cost-clearance pressure
Mexico's Ministry of Economy confirmed anti-dumping duties on Chinese hollow profiles at $1.93/kg and aluminum profiles at $1.58/kg, raising bicycle duties to $57.19/unit. 2027 budget projects 50.4% revenue growth from penalties targeting Chinese goods.
Read More →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 →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 →NOM-251 Phase 1 + Melt-and-Pour Origin: Mexico’s Dual Barriers Tighten on China-Origin FCL Steel
Mexico's Ministry of Economy prepares Phase 1 of NOM-251-SE-2025, introducing mandatory technical certification and testing for 6 structural steel categories out of 26 used in construction and infrastructure.
Read More →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.
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