Global Scans · Mexico · Weekly Summary

WHAT'S NEXT?: Mexico's economy and status with the U.S. faces uncertain times as a result of Donald Trump's recent election as America's next president. The impacts of Donald Trump's pre-election threats are already being felt by Mexico's economy and may have unforeseen consequences for both nations.

• [New] Mexico plans to continue to expand its domestic pipeline network to meet potential growth in demand. EIA - Energy Information Administration
• [New] The successful renewal and potential renegotiation of the USMCA trade agreement will be a critical factor, as will any changes in U.S. trade policy that could impact Mexico's export-driven economy. The Chronicle-Journal
• [New] Mexico is well-positioned to benefit from nearshoring trends, particularly in the automotive, electronics, and manufacturing sectors, which could drive investment and exports. The Chronicle-Journal
• [New] If Banxico significantly cuts rates, the attractiveness of the Mexican peso for carry trade (borrowing in low-interest currencies to invest in higher-interest ones) could diminish, potentially leading to a depreciation of the peso. The Chronicle-Journal
• [New] The national economy is expected to grow 0.8% in 2025. / Mexico Mexico Business
• [New] The International Monetary Fund (IMF) upwardly revised its growth forecasts for Mexico, both for this year and 2026. Mexican Press Agency
• [New] The $35 billion nearshoring opportunity in Mexico's semiconductor sector represents more than just capital flow - it's a strategic repositioning of North America's semiconductor value chain. Mexico Supply Chain Hub: Logistics & Nearshoring Analys
• [New] In a seismic shift transforming North America's semiconductor ecosystem, Mexico stands poised to capture $35 billion in Assembly, Test, and Packaging (ATP) operations - a strategic inflection point that will redefine competitive positioning in the global electronics supply chain. Mexico Supply Chain Hub: Logistics & Nearshoring Analys
• [New] Mexico's public debt is projected to reach a historic level by the end of 2025. Mexico Business
• For 2026, the WEO anticipates growth of 1.5% for Mexico, slightly above the 1.4% previously estimated, while for Latin America and the Caribbean it forecasts an advance of 2.3%. Mexican Press Agency
• The average apartment rental price in Mexico City is projected to rise to 21,000 pesos per month by the end of 2025, an increase of between 12 and 15% over 2024. Mexico News Daily
• The Mexican government reaffirmed that there will be no increase in VAT or income tax, with the growth in revenue coming from combating tax evasion, corruption, and smuggling, under the humanist principles guiding Fourth Transformation's economic policy. Mexican Press Agency
• Mexico is projected to remain the top silver-producing country in 2025, contributing nearly 23% of global silver output thanks to prolific mines and dedicated miners like Fresnillo and Penasquito. Farmonaut
• The U.S. is actively pursuing a friend-shoring strategy, creating opportunities for nations like India, Vietnam, and Mexico. TimeTrex
• Mexico strengthened its leadership as an advanced manufacturing platform by presenting regional opportunities to institutions and companies from Germany, France, Korea, Japan, and Taiwan. Riviera Maya News
• With new leadership could come new trade priorities: tighter labour rules, environmental standards, or renewed focus on semiconductor production and nearshoring to Mexico. Medium
• As 2026 approaches, all eyes are turning toward what experts are calling USMCA 2.0 - the potential revision of the trilateral agreement that governs more than $1.5 trillion in trade between the U.S., Mexico, and Canada. Medium
• Mexico has fared better, with resilient exports and easing inflation supporting modest expansion, though weak investment and exposure to US tariff risks have tempered growth momentum. Brookings
• Mexico's trade dynamics are being reshaped by potential revisions to the USMCA, including stricter rules of origin requirements, as the Gramercy note warns. Ainvest
• Mexico is a winner when it comes to warm weather, more affordable living, and long-term growth potential. Bajaproperties.com
• Manufacturing output is projected to grow with a 4.0% Compound Annual Growth Rate through 2028, and nearshoring could add an additional 3% to GDP over the next five years. / Mexico FinancialContent

Last updated: 28 October 2025