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.
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.
The United States refused to renew the USMCA, and the North American trade framework faces restructuring. A DHL executive pointed out that companies should pay more attention to supply chain resilience rather than the policy itself. This article analyzes the profound impact of this change on logistics, manufacturing, and regional competition.
The US refuses to renew USMCA in the review after six years, but the agreement remains valid until 2036. Agricultural trade faces long-term uncertainty, and businesses need to reassess their supply chain strategies.
This article analyzes the digitalization, zero-tariff, and sustainable cold chain strategies promoted by the Global Cold Chain Alliance (GCCA) under the pressures of trade tariffs, geopolitical conflicts, and regulations, and explores the adaptation and reshaping of the North American cold chain industry.
Trump expressed doubts about the prospects of USMCA, and the trilateral negotiations among the US, Mexico, and Canada have fallen into disagreements over core issues such as automobiles, agriculture, and energy. This article analyzes from the perspective of industrial and regional competition why the trade agreement faces the risk of dissolution, as well as the gains and losses of different industries and countries.
As the USMCA 2026 review approaches, the three major North American chemical associations have launched a new working group in Washington, focusing on regulatory simplification and rules of origin. This move reflects the chemical industry's shift from calling for action to proactively shaping rules, in order to consolidate the competitiveness of the regional supply chain. Analyze how this bottom-up industry action affects investment, industrial layout, and the competitive landscape of North America.
Canada is pushing to extend the USMCA for 16 years and is also calling for the steel, aluminum, automotive, and other industry tariffs to be addressed in tandem, indicating that North American free trade is shifting from “stable rules” to “conditional exchange.” This is not merely a negotiating move, but a repricing of North American supply chains, investment decisions, and the regional competitive landscape.
Mexico and the U.S. have launched a new round of bilateral consultations around the USMCA. On the surface, this is in preparation for the joint review in 2026; in substance, it is a redistribution of North American trade rules, manufacturing布局, and supply-chain bargaining power. For autos, steel and aluminum, agriculture, and cross-border logistics, the real risk is not just rising tariffs, but the redefinition of the trilateral integrated business model.