11 Sep Mexico shines amid the tariff storm: strengthening its leadership in trade with the U.S.

Amid a global landscape marked by trade tensions and tariff pressures, Mexico has managed to consolidate its position as the United States’ largest trading partner, demonstrating surprising resilience. While countries like China, India, and Canada face historic declines in their export and import flows to the U.S. economy, Mexico maintains sustained growth and is becoming the main pillar of bilateral trade.

The figures are overwhelming: during the first six months of the year, imports of Mexican goods to the U.S. increased 6.3% annually, reaching a record 16.9% share of the total. Meanwhile, U.S. exports to Mexico also registered an increase, consolidating our country as the second-largest buyer of American goods with a 15.6% share. This dynamism contrasts with the collapse of trade with China—whose imports fell more than 44%—and reinforces Mexico’s position as a key player in the reshaping of the global trade landscape.

However, risks persist. The US administration is keeping the possibility of imposing new tariffs on Mexico on the table, particularly in strategic sectors such as passenger vehicles (14.1%) and auto parts (7.8%). With a 90-day extension to reach a bilateral agreement, the challenge will be to maintain open dialogue and defend the competitiveness that today places Mexico as the most reliable partner amid global volatility.

SOURCE: August 19, El Financiero https://www.elfinanciero.com.mx/opinion/colaborador-invitado/2025/08/19/presiones-arancelarias-comercio-global-y-de-mexico/