You’re listening to Mexico Tariff News and Tracker for Monday, August 11, 2025. Here’s what’s new and what matters for Mexico, the United States, and tariffs under President Trump.
Mexico’s auto shipments to the U.S. are proving resilient. According to WebProNews citing U.S. Census Bureau data, Mexico’s share of U.S. vehicle imports hit 23.1% in the first half of 2025, up from 21.5% a year earlier, even after the Trump administration imposed a 25% tariff on Mexican-made vehicles in March. The piece notes deep USMCA supply-chain integration and production ramp-ups by automakers as key drivers, with average prices for imported Mexican vehicles up about 8% since implementation, according to Council on Foreign Relations analysis referenced in the report. WebProNews, August 10, 2025.
The broader tariff backdrop tightened last week. Multiple trade advisories report that President Trump’s “reciprocal tariffs” took effect August 7 on more than 60 trading partners, with rates ranging between 10% and 41%. While coverage has focused on countries like Canada at 35% and higher rates elsewhere, legal bulletins from firms such as JD Supra and Mondaq emphasize that these country-specific measures are now active and are layered atop existing product-focused tariffs. JD Supra, August 11, 2025. Mondaq, August 11, 2025.
For Mexico specifically, the White House has been negotiating to delay broader tariff hikes, creating a moving target for businesses. Supply Chain Brain reports Mexico set tomato export reference prices to ease a U.S. trade spat, while noting President Trump delayed a broad tariff hike for 90 days to make room for a Mexico deal. Supply Chain Brain, August 10, 2025. Meanwhile, regional press summaries indicate the administration announced a 35% tariff on Canada but paused action on Mexico pending talks, with USMCA shielding most North American goods from the steepest penalties for now. Hays Post, August 11, 2025.
Steel and metals remain a pressure point. Industry outlet Yieh reports the U.S. raised steel tariffs from 25% on March 12 to 50% on June 4, weighing on Mexico’s steel and scrap markets in the first half of 2025. This intensifies cost pressures for Mexican manufacturers feeding U.S. supply chains. Yieh, August 11, 2025.
Logistics are starting to reflect the policy shock. The National Retail Federation’s Global Port Tracker projects U.S. container imports to fall 5.6% for 2025 as importers front-loaded shipments ahead of tariffs and then pull back, a dynamic that could dampen Mexico–U.S. flows later this year after a stronger first half. Just Style, August 11, 2025. Global Trade Magazine, August 11, 2025.
Headline to watch: Will the administration finalize or further delay Mexico-specific tariff escalations beyond the current negotiation window? Supply Chain Brain’s note on a 90-day delay and continuing sector deals suggests fluid, deal-by-deal management—positive for short-term certainty, but challenging for planning.
That’s today’s Mexico Tariff News and Tracker. Thanks for tuning in, and don’t forget to subscribe. This has been a quiet please production, for more check out quiet please dot ai.
For more check out https://www.quietperiodplease.com/
Avoid ths tariff fee's and check out these deals https://amzn.to/4iaM94Q
Mexico’s auto shipments to the U.S. are proving resilient. According to WebProNews citing U.S. Census Bureau data, Mexico’s share of U.S. vehicle imports hit 23.1% in the first half of 2025, up from 21.5% a year earlier, even after the Trump administration imposed a 25% tariff on Mexican-made vehicles in March. The piece notes deep USMCA supply-chain integration and production ramp-ups by automakers as key drivers, with average prices for imported Mexican vehicles up about 8% since implementation, according to Council on Foreign Relations analysis referenced in the report. WebProNews, August 10, 2025.
The broader tariff backdrop tightened last week. Multiple trade advisories report that President Trump’s “reciprocal tariffs” took effect August 7 on more than 60 trading partners, with rates ranging between 10% and 41%. While coverage has focused on countries like Canada at 35% and higher rates elsewhere, legal bulletins from firms such as JD Supra and Mondaq emphasize that these country-specific measures are now active and are layered atop existing product-focused tariffs. JD Supra, August 11, 2025. Mondaq, August 11, 2025.
For Mexico specifically, the White House has been negotiating to delay broader tariff hikes, creating a moving target for businesses. Supply Chain Brain reports Mexico set tomato export reference prices to ease a U.S. trade spat, while noting President Trump delayed a broad tariff hike for 90 days to make room for a Mexico deal. Supply Chain Brain, August 10, 2025. Meanwhile, regional press summaries indicate the administration announced a 35% tariff on Canada but paused action on Mexico pending talks, with USMCA shielding most North American goods from the steepest penalties for now. Hays Post, August 11, 2025.
Steel and metals remain a pressure point. Industry outlet Yieh reports the U.S. raised steel tariffs from 25% on March 12 to 50% on June 4, weighing on Mexico’s steel and scrap markets in the first half of 2025. This intensifies cost pressures for Mexican manufacturers feeding U.S. supply chains. Yieh, August 11, 2025.
Logistics are starting to reflect the policy shock. The National Retail Federation’s Global Port Tracker projects U.S. container imports to fall 5.6% for 2025 as importers front-loaded shipments ahead of tariffs and then pull back, a dynamic that could dampen Mexico–U.S. flows later this year after a stronger first half. Just Style, August 11, 2025. Global Trade Magazine, August 11, 2025.
Headline to watch: Will the administration finalize or further delay Mexico-specific tariff escalations beyond the current negotiation window? Supply Chain Brain’s note on a 90-day delay and continuing sector deals suggests fluid, deal-by-deal management—positive for short-term certainty, but challenging for planning.
That’s today’s Mexico Tariff News and Tracker. Thanks for tuning in, and don’t forget to subscribe. This has been a quiet please production, for more check out quiet please dot ai.
For more check out https://www.quietperiodplease.com/
Avoid ths tariff fee's and check out these deals https://amzn.to/4iaM94Q
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
You're listening to Mexico Tariff News and Tracker for Monday,
August eleventh, twenty twenty five. Here's what's new and what
matters for Mexico, the United States and tariffs under President Trump.
Mexico's auto shipment to the US are proving resilient. According
to web pro News, citing US Census Bureau data, Mexico's
(00:21):
share of US vehicle imports hit twenty three point one
percent in the first half of twenty twenty five, up
from twenty one point five percent a year earlier, even
after the Trump administration imposed the twenty five percent tariff
on Mexican made vehicles in March. The piece notes deep
USMCA supply chain integration and production ramp ups by automakers
(00:43):
as key drivers, with average prices for imported Mexican vehicles
up about eight percent since implementation. According to Council on
Foreign Relations analysis referenced in the report web pro News
August tenth, twenty twenty five, the broader tariff backwards tightened
last week. Multiple trade advisories report that President Trump's reciprocal
(01:06):
tariffs took effect August seventh on more than sixty trading
partners with rates ranging between ten percent and forty one percent,
while coverage is focused on countries like Canada at thirty
five percent and higher rates elsewhere. Legal bulletins from firms
such as JD Supa and Mondak emphasize that these country
(01:28):
specific measures are now active and are layered atop existing
product focused tariffs JD Supra August eleventh, twenty twenty five,
Mondak August eleventh, twenty twenty five. From Mexico, specifically, the
White House has been negotiating to delay broader tariff hikes,
creating a moving target for businesses. Supply Chain Brain reports
(01:52):
Mexico set Tonado export reference prices to ease a US
trade spat, while noting President Trump delayed abrupt odd tariff
hike from ninety days to make room for a Mexico deal.
Supply Chain Brain August tenth, twenty twenty five. Meanwhile, regional
press summaries indicate the administration announced a thirty five percent
(02:13):
tariff on Canada but paused action on Mexico pending talks
with US menca, shielding most North American goods from the
steepest penalties for now. Hay's post August eleventh, twenty twenty five.
Steel and metals remain a pressure point. Industry outlet YEA
reports the US raised steel tariffs from twenty five percent
(02:36):
on March twelfth to fifty percent on June fourth, weighing
on Mexico's steel and scrap markets in the first half
of twenty twenty five. This intensifies cost pressures from Mexican
manufacturers feeding US supply chains Yay August eleventh, twenty twenty five.
Logistics are starting to reflect the policy shock. The National
(02:59):
Retail federationtion's Global Port Tracker projects US container imports to
fall five point six percent for twenty twenty five as
importers front loaded shipments ahead of tariffs and then pull back,
a dynamic that could dampen Mexico US flows later this
year after a stronger first half. Just Style August eleventh,
(03:22):
twenty twenty five. Global Trade Magazine August eleventh, twenty twenty five,
headline to watch will the administration finalize or further delay
Mexico specific tariff escalations beyond the current negotiation window. Supply
chain Brain's note on a ninety day delay and continuing
(03:43):
sector deals suggests fluid deal by deal management positive for
short term certainty, but challenging for planning. That's today's Mexico
Tariff News and tracker. Thanks for tuning in and don't
forget to subscribe. This has been a quiet Please production.
For more check out Quiet Please dot a I
You're listening to Mexico Tariff News and Tracker for Monday,
August eleventh, twenty twenty five. Here's what's new and what
matters for Mexico, the United States and tariffs under President Trump.
Mexico's auto shipment to the US are proving resilient. According
to web pro News, citing US Census Bureau data, Mexico's
(00:21):
share of US vehicle imports hit twenty three point one
percent in the first half of twenty twenty five, up
from twenty one point five percent a year earlier, even
after the Trump administration imposed the twenty five percent tariff
on Mexican made vehicles in March. The piece notes deep
USMCA supply chain integration and production ramp ups by automakers
(00:43):
as key drivers, with average prices for imported Mexican vehicles
up about eight percent since implementation. According to Council on
Foreign Relations analysis referenced in the report web pro News
August tenth, twenty twenty five, the broader tariff backwards tightened
last week. Multiple trade advisories report that President Trump's reciprocal
(01:06):
tariffs took effect August seventh on more than sixty trading
partners with rates ranging between ten percent and forty one percent,
while coverage is focused on countries like Canada at thirty
five percent and higher rates elsewhere. Legal bulletins from firms
such as JD Supa and Mondak emphasize that these country
(01:28):
specific measures are now active and are layered atop existing
product focused tariffs JD Supra August eleventh, twenty twenty five,
Mondak August eleventh, twenty twenty five. From Mexico, specifically, the
White House has been negotiating to delay broader tariff hikes,
creating a moving target for businesses. Supply Chain Brain reports
(01:52):
Mexico set Tonado export reference prices to ease a US
trade spat, while noting President Trump delayed abrupt odd tariff
hike from ninety days to make room for a Mexico deal.
Supply Chain Brain August tenth, twenty twenty five. Meanwhile, regional
press summaries indicate the administration announced a thirty five percent
(02:13):
tariff on Canada but paused action on Mexico pending talks
with US menca, shielding most North American goods from the
steepest penalties for now. Hay's post August eleventh, twenty twenty five.
Steel and metals remain a pressure point. Industry outlet YEA
reports the US raised steel tariffs from twenty five percent
(02:36):
on March twelfth to fifty percent on June fourth, weighing
on Mexico's steel and scrap markets in the first half
of twenty twenty five. This intensifies cost pressures from Mexican
manufacturers feeding US supply chains Yay August eleventh, twenty twenty five.
Logistics are starting to reflect the policy shock. The National
(02:59):
Retail federationtion's Global Port Tracker projects US container imports to
fall five point six percent for twenty twenty five as
importers front loaded shipments ahead of tariffs and then pull back,
a dynamic that could dampen Mexico US flows later this
year after a stronger first half. Just Style August eleventh,
(03:22):
twenty twenty five. Global Trade Magazine August eleventh, twenty twenty five,
headline to watch will the administration finalize or further delay
Mexico specific tariff escalations beyond the current negotiation window. Supply
chain Brain's note on a ninety day delay and continuing
(03:43):
sector deals suggests fluid deal by deal management positive for
short term certainty, but challenging for planning. That's today's Mexico
Tariff News and tracker. Thanks for tuning in and don't
forget to subscribe. This has been a quiet Please production.
For more check out Quiet Please dot a I
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