Live Intelligence · Q2 2026
- Feb 2026El Mencho killed Feb 22 2026 with confirmed US intelligence support. CJNG fragmentation underway. Cartel vacuum in Jalisco corridor creates new logistics and security procurement opportunities for US companies.New
- OngoingMexico imposed 50% tariffs on Chinese imports under US pressure. Chinese competition in electronics, appliances, and textiles is structurally reduced. US and allied manufacturers have a clear window.
- OngoingNearshoring boom accelerating. Bajío corridor (Querétaro, Guanajuato, Aguascalientes) and northern border states (Nuevo León, Chihuahua) are where positions are being taken. Industrial real estate, logistics, energy, and workforce services are in acute demand.
- In forceUSMCA in force. Tariff-free access for qualifying goods. Ambassador Johnson actively engaged on commercial facilitation. The diplomatic channel is open and functional.
Sectors — Active Opportunity
Nearshoring & Manufacturing
Automotive
Electronics
Agribusiness
Industrial Real Estate
Energy & Power
Logistics & Supply Chain
Security Technology
Primary Risk
USMCA renegotiation (low probability in Q2 2026, but watch for escalation signals in Trump-Sheinbaum relationship). Cartel fragmentation following El Mencho's death creates transitional insecurity in specific corridors — security assessment required before operational deployments in Jalisco.
Franco Calderón · Latambusiness.org
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