One of the main uncertainties was the impact that a 25% general tariff would have on Mexican auto parts. However, recent developments have temporarily alleviated this pressure. On May 2, Claudia Sheinbaum, Mexico's president, confirmed that the U.S. will keep tariffs on Mexican-made auto parts at zero, in line with the U.S.-Mexico-Canada Agreement (T-MEC).

Marcelo Ebrard, Secretary of Economy, explained that this decision responds to strict compliance with the rules of origin, which guarantee preferential treatment for regional products, a fundamental condition for maintaining the stability of the automotive sector in Mexico. However, he recalled that other strategic sectors such as steel and aluminum still face significant tariffs, which continues to generate important economic pressures.

Dr. Reyes emphasized the strategic importance of shifting the focus to “friendshoring,” where Mexico and the United States can mutually benefit by aligning economic, technological and productive objectives. He noted that effective cooperation in these areas could turn tariff measures, which appear adverse at first, into opportunities for economic growth and industrial strengthening for Mexico, but certainly this does not happen by mere chance; Mexican businessmen and executives must do their part.