Claudia Sheinbaum's 2nd Government Report, New Screening Law

Claudia Sheinbaum's second report highlights US$35 billion in FDI, Plan México investment reforms, and a 32,000MW energy sovereignty push for Mexico. Sheinbaum sends Congress a Foreign Investment Law reform adding national security screening for energy, AI, semiconductor and data deals.

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Sheinbaum's Second Report: Record FDI, Energy Sovereignty

President Claudia Sheinbaum delivered her second annual government report from the National Palace on Sept. 1, marking nearly two years since taking office. The address combined an economic scorecard with a broader defense of what she calls "Shared Prosperity" and the continuation of the so-called Fourth Transformation, framing the government's approach as one that pairs fiscal discipline with an expanded role for the state in strategic sectors.

Mexico Moves to Screen Foreign Investment for National Security

President Claudia Sheinbaum has sent Congress a reform to Mexico's Foreign Investment Law that would subject foreign purchases in energy, AI, semiconductors, data management and cybersecurity to a dedicated national security review, with penalties for noncompliance reaching 200,000 times the daily value of the UMA measurement unit.

Mexico Tops US Trade Surplus Rankings in July

Mexico closed July 2026 as the country with the largest goods trade surplus with the United States, posting US$26.31 billion, according to figures released by the US Census Bureau. The result rested on exports of US$60.55 billion, up 33.6% year-over-year, against purchases from the United States of US$34.24 billion, an 18.3% increase. Beyond topping the surplus rankings, Mexico also held its position as the top foreign supplier of goods to the United States and the leading destination for US exports, a combination no other American trading partner matched during the month.

FDI Capital Grows Cautious; Mexico Awaits Clarity on USMCA

A hesitation is spreading across Mexico's manufacturing base. More than a dozen executives told Reuters they are reassessing investment plans, and in some cases actively drafting proposals to relocate operations to Asia. Three auto-parts firms based in Aguascalientes said they are weighing a move to Vietnam, whose auto components sector has expanded briskly over the past decade with the entry of Japanese, Korean and European manufacturers. Two executives at multinational companies separately described entering a "wait and see" phase, pausing decisions until the trade pact's future becomes clearer.

Chinese Imports Drop; Currency Gains Cloud Results

Five months into Mexico's sweeping tariff overhaul, Economy Minister Marcelo Ebrard announced that imports from China fell 28.4% between January and May compared to the same period last year, a decline he framed as proof the government's import-substitution strategy is taking hold.

Mexico Opens Anti-Dumping Investigation Into Japanese Steel

Mexico’s Ministry of Economy (SE) has officially launched an administrative anti-dumping investigation into imports of Japanese steel plate and sheet. The announcement was published Wednesday morning in the Diario Oficial de la Federación (DOF).