USMCA & North American Trade

USMCA, Mexico-US trade and the North American policy environment.

Germany

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Aug 18, 2026

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15 min read

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Washington's transshipment report names two states where EU capital supplied 35% and 28% of foreign investment. The European Union is in the same Tier 1 group.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Aug 11, 2026

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15 min read

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Germany's credit squeeze and what it is sending to Mexico this autumn.

Das Mexiko Dossier

Technology & Cybersecurity

+11

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

Aug 4, 2026

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17 min read

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

June's trade numbers came out in July. Mexico set an export record. Almost none of it came from the industry Germany operates there.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

Jul 28, 2026

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18 min read

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

139 companies and investors, Nvidia and BlackRock among them, committed to investing inside Germany through 2028. German capital in Mexico is deepening plants it already owns.

Das Mexiko Dossier

Field notes

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

Jul 24, 2026

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7 min read

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

The US imposed Section 301 tariffs on 60 economies over forced labor enforcement. Mexico and the EU landed in the same category. Here is what changes at the border from Monday.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Jul 21, 2026

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17 min read

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Brussels completed its side of the interim trade agreement on July 14th. In the same week, Volkswagen set a 2030 capacity target of nine million vehicles.

Das Mexiko Dossier

Companies, Markets & Sectors

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

Jul 14, 2026

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15 min read

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

One of Germany's leading economists expects a Chinese buyer for Volkswagen. The ownership rules make that nearly impossible. They also miss what already happened. VW builds a third of its own car, buys its core technology from its Chinese partner and watched its own workers block its rescue plan on July 9th. BYD grew 315 percent in Germany in six months. Chinese brands already outsell Volkswagen in Mexico. The European Parliament opened a faster route to Mexico one day earlier, four to one, with tariff benefits possible by December. Verified new German capital moving to take it: zero.

Das Mexiko Dossier

France

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

Jul 7, 2026

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16 min read

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

60 percent of German companies plan further job cuts in Germany through 2030, per a Handelsblatt survey. German investment in Mexico dropped at least 40 percent in Mexico's record year. Three of Mexico's trade agreements moved in two weeks. BMW confirms San Luis Potosí for its next electric generation. Safran opens a US$140 million engine maintenance hub in Querétaro. Chinese brands now sell more cars in Mexico than Volkswagen.

Das Mexiko Dossier

Taiwan

Issue 12: Are You Ready for the Change of Tides in the Trade Balance?

Jun 30, 2026

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15 min read

Issue 12: Are You Ready for the Change of Tides in the Trade Balance?

Computing passes cars as Mexico's top export. Mexico's imports from Taiwan surge 283 percent, pushing Taiwan far past Germany as a supplier. New German job vacancies at a 25-year low while auto suppliers bleed fastest. The VW Group reportedly weighing German plant closures the same week Audi workers in Puebla win a raise. Aguascalientes foreign investment and where Germany ranks. Döhler's expansion into Estado de México. The EU-Mexico vote clears committee in Brussels. And what US negotiators want from auto content.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 10: Mexico built a surveillance state for the World Cup. Europe sells the cameras it won't allow at home.

Jun 16, 2026

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15 min read

Issue 10: Mexico built a surveillance state for the World Cup. Europe sells the cameras it won't allow at home.

Plan Kukulcán. Heard of it? More than 100,000 personnel, facial recognition and European firms selling Mexico technology their own union would heavily restrict and in key cases ban, if pointed at a crowd back home.

Das Mexiko Dossier

Field notes

Field Note: ⚽World Cup edition - Mexico is hosting the World Cup. Most Mexicans will watch it from outside.

Jun 11, 2026

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9 min read

Field Note: ⚽World Cup edition - Mexico is hosting the World Cup. Most Mexicans will watch it from outside.

Twenty days after signing the Modernised Global Agreement (MGA) , Mexico opens a tournament where a stadium beer costs a day of minimum wage, a visitor spends a local monthly salary per day, and FIFA keeps the core revenue. For six weeks, the cameras become due diligence Mexico does not control.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

Jun 2, 2026

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13 min read

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

The USMCA review opens July 1 with the tariffs still on, Banxico cuts its growth forecast to 1.1%, a $1.2 billion European pharma wave lands and a ratings split puts Mexico’s credit on trial. The risks, read from the European side.

Das Mexiko Dossier

USMCA & North American Trade

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

Issue 12: Are You Ready for the Change of Tides in the Trade Balance?

Issue 10: Mexico built a surveillance state for the World Cup. Europe sells the cameras it won't allow at home.

Field Note: ⚽World Cup edition - Mexico is hosting the World Cup. Most Mexicans will watch it from outside.

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

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