Market Insights

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.

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.

Manzanillo Delays 3-5 Days Plus June 30 China Export Rules Push 40HC Rates Near $6,000 – Urgent FCL Impact