Mexico: Electromobility and Semiconductors Under Scrutiny After Trump’s Victory

The National Auto Parts Industry (INA) ruled out that the Treaty between Mexico, the United States and Canada (T-MEC) will go through a renegotiation, although it warned that the next revision will have to address issues related to softwaresemiconductors, and electromobility, which were not present when the new treaty was signed.

In a publication of the Mexican media El DiarioGabriel PadillaINA’s new General Director, said in a press conference that after the election of Donald Trump as President of the United States, it is to be expected that trade issues will require greater oversight and demand, without this meaning the risk of a renegotiation.

“Without a doubt, the T-MEC issue is a review. It is a mandate that is calling for around 2026 and that is foreseen. However, within the review mechanism, what has been commented is that this review opens issues of the trade relationship on what is going to be the tripartite position with respect to China,” he explained.

You may also read: General Motors Drives Electromobility in Mexico with Investments and New Models

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Semiconductor

Trade Relations

Padilla commented that the possibility of bilateral trade agreements between T-MEC members is not very viable, given the strong integration that the economies of the United StatesCanada, and Mexico already have with each other.

“With respect to requests that have been made in some local authorities in Canada to exclude Mexico within a treaty, we at INA believe that this is a very unlikely scenario because supply chains, and more so in the automotive sector, we are complementary markets,” he said.

Mauricio Cortés, labor attaché at the U.S. Embassy in Mexico, agreed that in 2026 a review and not a new renegotiation of the Agreement is expected.

He considered that in the face of such revision, Mexico has a very relevant advance in labor matters, since the US government has supported the country with technical assistance and human capital, with agreements that extend until 2027.

Latam Mobility to Continue Promoting Sustainable Mobility in Latin America by 2025

After a successful 2024 tour, Latam Mobility has established itself as the leading community for sustainable mobility in Latin America, driving collaboration among key players to expand decarbonization efforts in the region.

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For 2025, the Invest In Latam network will continue its impact with confirmed events in Colombia, Brazil, Chile, and Mexico.

Learn more about our events and join as an agent of change here.