The Mexican Council of Foreign Trade (Comce) from the northeast region has warned about the possibility of serious disruptions in supply chains in the short term. These could have a negative impact on both the economy and exporters and importers from Mexico, the United States, and Canada.
According to Comce, Mexican companies could face immediate increases in costs, logistical problems, stricter controls, and in cases where they cannot absorb the tariff impact, they will pass the additional cost on to end consumers in the United States. This, in turn, would result in higher prices for Mexican products.
The organization also warns that U.S. customs could increase inspections, leading to longer crossing times and a greater risk of spoilage in perishable goods. In light of this situation, companies could temporarily halt the crossing of goods to assess the impact of the new tariff on their costs and margins.
Additionally, a significant increase in truck queues at border points is expected, as importers may seek to renegotiate costs with their business partners or adjust shipments. This could lead to a renegotiation of terms between Mexican exporters and U.S. importers, affecting previously established agreements.
In view of these possible scenarios, Comce recommends that Mexican companies analyze the impact of the new tariffs on their cost structure and determine if they can absorb part of the tariff to maintain their competitiveness in the U.S. market. If this option is not viable, it is suggested to renegotiate prices with customers in the United States.
