The Ministry of Finance and Public Credit (SHCP) is confident that investment in industrial parks will resume in Mexico once the uncertainty linked to US tariff policy dissipates.
» The reduction of trade uncertainty related to the trilateral relationship between Mexico, the United States and Canada should provide additional impetus to private investment, particularly in industrial parks and warehouses, as well as in the region’s highly integrated sectors, such as the automotive industry,» the department stated in the Pre-General Economic Policy Criteria 2026.
Investment in industrial parks
The US plans to impose reciprocal tariffs of 30% for Mexico and 35% for Canada under IEEPA.
However, it is not yet clear whether these tariffs will replace the “emergency” tariffs (fentanyl and migration) or whether both measures will be applied at the same time. It is expected that only one of the two measures will remain in place.
Doubts also remain as to the treatment of USMCA-compliant products. Although there is no official confirmation, it is expected that they will continue to be exempted.
For the time being, the two countries remain free of reciprocal customs duties. However, emergency customs duties on fentanyl remain in place. They apply to goods that do not meet the USMCA origin criteria.
The Pre-Criteria project sustained growth in sectors with high development potential, such as aerospace equipment manufacturing, medical devices, microprocessors and electronic components.
In 2024, despite the trade uncertainty observed towards the end of the year, Foreign Direct Investment (FDI) in transportation equipment reached an all-time high of US$9.9 billion, reflecting the sector’s potential.
Similarly, the aerospace and semiconductor industries have shown further expansion, driven by incentives for advanced manufacturing and the adoption of new technologies.
Infrastructure works
The Ministry of Finance projects a boost in the transportation and lodging sectors. The reason: the consolidation of strategic projects such as the AIFA, the Mayan Train, the Tulum airport and the Inter-Oceanic Corridor.
These advances promise to improve connectivity and boost the regional economy. Furthermore, an additional positive effect on the hotel and entertainment industry is anticipated.
The 2026 World Cup will be key. Preparations include improvements in road and transportation infrastructure. An expansion of the hotel offer in the host cities is also foreseen.