Ebrard clarified in a recent address that 85% of Mexican goods flowing into the United States remain protected by the USMCA agreement, insulating them from the newly announced 10% and 12.5% duties. An additional 10% of exports, currently managed under Section 122 of the Trade Act of 1974, will also avoid immediate shifts in their tariff status.
The government approach focuses on continuity as existing trade measures cycle out. By replacing expiring tariffs with these new restrictions, the administration intends to keep the financial impact neutral for Mexican producers. Ebrard stressed that the transition is a matter of substitution rather than expansion, ensuring that the current trade climate between the two nations remains stable despite the broader international tariff storm.




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