Lead briefing
The United States and Mexico have launched the third round of bilateral USMCA negotiations, with Canada excluded and facing new tariffs. The Trump administration aims to reduce the trade deficit, restrict Chinese transshipment trade, and promote the reshoring of manufacturing. Mexico's manufacturing sector benefits, while Canada faces pressure, and the automotive supply chain undergoes major adjustments. Regional competition in North America has entered a new phase, with supply chains increasingly concentrating in Mexico.
Lead briefing
Latest business north america coverage from North America Biz.
The United States, Canada, and Mexico contribute $60 billion annually in agricultural trade, but market access risks persist under the USMCA annual review mechanism. This article analyzes the strategic options for the future of North American agriculture from the perspectives of industrial integration, global bloc competition, and investment.
Canada's internal trade reform legislation scores highly, but nearly 70% of small businesses have not felt improvements. Barriers in the agricultural sector are particularly prominent, and the dividends of reform have yet to materialize.
The US plug-in card market is undergoing a transition from fixed instruments to modular architectures, with industrial automation and defense demands driving high-end growth. However, 60-70% of supply relies on imports, and supply chain risks are spurring trends toward localization and diversification.
A KPMG survey shows that 42% of Canadian manufacturers are considering moving to the United States or delaying investments due to trade tensions. This is not just a stress response to tariff shocks, but also heralds a deep reshaping of the North American manufacturing landscape. Canada is facing the risk of industrial hollowing out, while the U.S. Midwest and Southern states will become the biggest beneficiaries.
The North American semiconductor manufacturing materials market is undergoing structural changes. The CHIPS Act is catalyzing local capacity building, but import dependence and certification cycles remain key constraints. This article analyzes the trends and opportunities from an industrial economy and capital perspective.
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The United States and Mexico have restarted bilateral talks under the USMCA, while imposing new tariffs on Canada, marking a shift in North American trade from trilateral to bilateral. Mexico has become the biggest beneficiary, while Canada faces the risk of marginalization. Supply chain restructuring, adjustments in the automotive industry, and the China factor have become focal points. This article provides an in-depth analysis from the perspectives of corporate strategy, industry trends, and capital flows.
AI is extending from high-frequency trading to clearing, compliance, and risk management, fundamentally transforming the infrastructure of North American capital markets. Data quality and governance capabilities have become new competitive barriers, and corporate talent strategies are accordingly shifting toward AI literacy development.
MISUMI report shows record investment in U.S. manufacturing, but 409,000 job vacancies cap growth. Automation is not replacing people, but requiring higher-skilled talent. The training pipeline is accelerating, but still needs to move faster.
Based on Oliver Wyman's analysis of 1,500 cities, Asia is becoming the new center of global growth. This article interprets this trend from a North American business perspective, exploring corporate strategies, investment opportunities, and changes in the competitive landscape.
The United States, Canada, and Mexico contribute $60 billion annually in agricultural trade, but market access risks persist under the USMCA annual review mechanism. This article analyzes the strategic options for the future of North American agriculture from the perspectives of industrial integration, global bloc competition, and investment.
Canada's internal trade reform legislation scores highly, but nearly 70% of small businesses have not felt improvements. Barriers in the agricultural sector are particularly prominent, and the dividends of reform have yet to materialize.
The U.S. tetrahydrophthalic anhydride (THPA) market is heavily dependent on imports. As the CHIPS Act drives the localization of semiconductor packaging, demand for electronic-grade THPA is growing rapidly, but certification cycles and raw material costs pose challenges. This article analyzes supply chain vulnerabilities, as well as winners and those under pressure.
In July, Canada's imports of electric vehicles from China rose month-on-month, but 75% of the duty-free quota remained unused, reflecting the complex interplay of tariff policies, market acceptance, and supply chain circumvention.
In 2025, 65.6% of US VC funds flowed into AI, with half of that capital going to just 0.05% of deals. This unprecedented concentration of capital is creating a "foundation model layer isolation effect," leaving application-layer AI companies and non-AI industries facing a funding gap. This article analyzes how this landscape is reshaping the North American startup ecosystem, valuation logic, and infrastructure investment.
This article interprets global manufacturing and quality system market trends from a business analysis perspective, focusing on the growth in demand for high-end equipment driven by semiconductor miniaturization, the concentration of procurement in Asia-Pacific, and the changes in supply chain regionalization brought about by reshoring in North America and Europe.