Trump vs. Mexico? Impact of 25% Tariffs on Logistics and Construction

When Donald Trump speaks, the economic world trembles. And this time is no exception. His recent threat to impose 25% tariffs on Mexican products has raised alarms in multiple sectors, especially in logistics and construction. But it's not just a tax issue: behind this movement lie political tensions, protectionism, and a domino effect that could impact everything from export costs to the price of housing. What real implications does this measure have for Mexico and its commercial partners? Are we facing a change of rules in international trade? In this blog, we explore the landscape from the perspective of logistics, construction, and companies that keep trade between both countries alive. CMIC rejects Trump's threat to impose 25% tariffs and calls for dialogue The Mexican Chamber of the Construction Industry (CMIC) has raised its voice against the recent threat by the United States government to impose 25% tariffs on Mexican products. This measure, described as arbitrary and unilateral, has generated strong rejection from the organization, which also supported President Claudia Sheinbaum's stance in defense of national sovereignty and fair trade. What is a tariff and why does it matter? A tariff is a tax that governments apply to imported or exported goods. Its main objective can be to protect local industries, generate revenue for the State, or even serve as a pressure tool in international negotiations. However, when used unilaterally and without respect for existing agreements, such as the Treaty between Mexico, the United States and Canada (USMCA), tariffs can become a barrier to fair trade and cause serious economic damages. In the current case, a 25% tariff could significantly increase the cost of Mexican products in the American market, reducing their competitiveness. This would not only affect Mexican exporters, but also American companies and consumers who depend on these products. A background of commercial tensions The threat of tariffs comes from a protectionist stance that President Donald Trump has promoted since coming to power. Although the justification for these measures usually focuses on protecting local jobs and companies, the reality is that it could have counterproductive effects in an economy as interconnected as that of the USMCA region. In a broader context, Trump has also directed his attention to BRICS countries (Brazil, Russia, India, China and South Africa), threatening to impose 100% tariffs on business that these countries conduct with the United States. These statements have caused global concern, especially in emerging economies that depend on trade with the American power. Even confusion was generated when Trump erroneously included Spain within BRICS, demonstrating a limited understanding of the economic bloc. These protectionist policies not only reverse decades of consensus on free trade, but also generate uncertainty in international markets and weaken diplomatic relations with strategic partners. CMIC's position CMIC, led by Luis Méndez Jaled, highlighted that the commercial relationship between Mexico and the United States is crucial for the economic development of both countries. In its statement, it emphasized that the proposed tariffs not only violate the USMCA, but also represent a step backward toward anachronistic protectionism that affects regional competitiveness and the welfare of millions of people. The organization also highlighted that Mexico's construction sector, which contributes 7% of national GDP and generates more than 4.5 million jobs, could face serious challenges if the tariffs came into force. Many of the raw materials and finished products used in the industry cross borders constantly, and an increase in costs could negatively impact the entire value chain. Recommendations for companies Given this scenario, it is essential that Mexican companies, especially those in the logistics sector, adopt proactive strategies to mitigate the impact of these measures. From Control Terrestre, a company specialized in logistics solutions, we recommend the following: Diversify markets: Reduce dependence on the American market by exploring opportunities in other countries or regions. Optimize logistics costs: Evaluate routes, times and transportation methods to maintain competitiveness against possible tariff increases. Take advantage of trade agreements: Make the most of free trade treaties in force with other nations. Monitor international policies: Stay aware of regulatory changes and anticipate possible effects. Strengthen supply chains: Collaborate with reliable partners and diversify suppliers to avoid interruptions. At Control Terrestre, we understand the importance of being prepared for adverse scenarios. That's why we offer comprehensive services that guarantee the efficient flow of goods, even in times of uncertainty. A call for dialogue Instead of unilateral measures, CMIC calls on both nations to prioritize dialogue and find constructive solutions. Commercial tensions only generate uncertainty and affect the stability of a region that depends on mutual cooperation for its development. Additionally, CMIC expressed its support for the "Mexico embraces you" Program, which seeks to provide assistance and support to Mexican migrants in the face of possible deportations derived from these political tensions. Final reflections Fair trade and international cooperation are fundamental pillars to guarantee the economic and social welfare of countries. The imposition of 25% tariffs would be a blow to the regional economy and, in particular, to the Mexican industry. The threats of even more severe tariffs to BRICS countries reflect an economic strategy that could generate global tensions and weaken multilateral relations. Control Terrestre reaffirms its commitment to work together with companies and the government to face these challenges. Now more than ever, it is essential to prioritize dialogue, build agreements and adopt logistics strategies that ensure business success in an increasingly challenging global environment.