The upcoming review of the United States-Mexico-Canada Agreement (USMCA) is expected to focus heavily on China’s growing influence in Mexico’s manufacturing and supply chains, raising concerns that Chinese firms may be using Mexico as a backdoor into the US market.
US policymakers are likely to push for stricter rules of origin and enforcement measures to limit non-North American content, particularly in key sectors like automotive and electronics. This could reshape supply chains by forcing companies to increase regional sourcing or rethink nearshoring strategies, according to Freight Waves.
The review highlights rising geopolitical tension in North American trade, with efforts to balance supply chain resilience, economic security, and competition with China while maintaining the benefits of regional integration.
