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First modification: 02/23/2026 - 15:50
The Mexican Government analyzes the impact of the general tariff that was raised to 15% and that was announced by Donald Trump on Saturday, February 21, amid doubts about respect for the Treaty between Mexico, the United States and Canada (T-MEC) and possible taxes of up to 60% on strategic sectors.
The announcement of new global tariffs by the President of the United States, Donald Trump – in an apparent challenge to the Supreme Court of his country that invalidated them last Friday, February 20 – raised alerts in Mexico, whose economy depends largely on its exports to the US market and which is closely interrelated.
Although both countries are part of the Treaty between Mexico, the United States and Canada (T-MEC), which exempts regional trade from tariffs, the new trade offensive introduces a blanket of uncertainty about the real scope of these protections, since, as happened in 2025, this treaty was tested repeatedly by the excesses that President Trump carried out with his trade policy.
The Government of President Claudia Sheinbaum began a detailed evaluation of the impact that the general 15% tariff announced by Washington could have and the Secretary of Economy, Marcelo Ebrard, indicated that the country will await details on the implementation of the measures before defining an official position, especially to determine if the products covered by the T-MEC will be excluded.
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The concern is not minor. If the new scheme is fully applied, Mexico would face tariffs of up to 35% on automobiles, 60% on steel, aluminum and copper, and 35% on auto parts, furniture and heavy vehicles.
In addition, taxes of 20% on buses and 10% on wood are contemplated, along with tariffs on semiconductors that are not intended for the US market, a key sector in the integration of industrial chains in North America and while the race to dominate the Artificial Intelligence market advances strongly.
The announcement comes in a complex legal context in the United States, after the Supreme Court questioned the use of emergency powers to impose tariffs, which adds a legal component to the already tense trade relationship.
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For Mexico, the main question is whether the new policy will respect the framework of the USMCA or whether it will mark a turn towards greater regional protectionism.
While the details are being refined in Washington, in Mexico City the technical and diplomatic analyzes are multiplying to gauge an eventual response.
With local media
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