USMCA · cross-border tracker

Joint review opens July 2026

Trade restrictions, cartel-industry exposure atlas, FTO designations, US-MX diplomatic friction, and the 53 Mexican consulates in the United States.

Days to joint review
22
Article 34.7 — first 6-year clock
Active restrictions
9
10 tracked total
Diplomatic friction
10
13 events tracked
FTO-designated groups
7
Trump EO 14157 (Feb 2025)
Consulates under review
54
of 54 total · State Dept Nov 2025

Trade restrictions on MX exports

Active and recent USDA / Commerce / USTR / OFAC actions affecting Mexican exporters.

  • EscalatingAvocado · Cartel violence· USDA APHIS
    USDA periodically pauses Michoacán avocado inspections
    Jun 15, 2024 · ongoing

    Recurring pattern since 2022 — at least five short pauses driven by CJNG / Cárteles Unidos pressure on packing-house owners and direct threats against US inspectors in Aranza, Uruapan and Tancítaro. Each pause runs days to weeks before MX security commitments restart shipments. Hass avocado from Jalisco was added to the approved list in 2022 as a hedge but Michoacán still supplies ~80% of US imports.

  • EscalatingBerries · SPS / sanitary· FDA
    FDA recurring safety holds on Mexican strawberries / blackberries
    Mar 15, 2023 · ongoing

    Hepatitis A and Cyclospora outbreaks traced to Michoacán berry packers triggered import alerts; full holds rare but enhanced sampling slows lanes. Compounded by CJNG / Cárteles Unidos extortion of packing-house operators which limits operators' ability to invest in food-safety upgrades.

  • EscalatingLime · Cartel violence· MX SAGARPA / industry self-pause
    Tierra Caliente lime exports periodically halted
    Aug 09, 2022 · ongoing

    Lime growers in Apatzingán / Buenavista pause shipments when CJNG vs. Cárteles Unidos disputes spike — most recently Aug 2022 (10-day stoppage), Apr 2023 (5 days). US prices spike >40% during pauses. Not a formal US restriction but functions as one because there is no alternate winter supply.

  • ActiveTomato · Antidumping· US Commerce
    Tomato Suspension Agreement terminated — 17.09% antidumping duty
    Jul 14, 2025 · ongoing

    Commerce withdrew from the 1996 Tomato Suspension Agreement, imposing a 17.09% antidumping duty on fresh Mexican tomatoes. Sinaloa accounts for ~50% of MX tomato exports to the US; Sonora and BCN supply winter greenhouse tomatoes. Florida growers backed the move; Texas distributors and US restaurants opposed.

  • ActiveManufacturing / maquila · Labor (USMCA Annex 31-A)· USTR / DOL
    USMCA Annex 31-A labor rapid-response cases (auto + aerospace)
    Mar 01, 2025 · ongoing

    USTR has filed 30+ rapid-response labor cases since 2021 against MX maquila plants (auto, aerospace, electronics) for denial of free-association rights. Findings can trigger import suspension on goods from the specific facility — has happened to GM Silao, Atento, VU Manufacturing. Not a sectoral ban but a per-plant tool.

  • ActiveSteel & aluminum · Tariff· USTR
    Section 232 steel & aluminum tariffs reinstated
    Feb 10, 2025 · ongoing

    25% steel and 10% aluminum tariffs reinstated under Section 232 national-security authority. Coahuila (Altos Hornos / Monclova) and the Monterrey corridor are most exposed; Edomex industrial belt and Puebla auto-supply manufacturing ride the second-order shock through bumper / chassis input costs.

  • ActiveCattle / beef · SPS / sanitary· USDA APHIS
    USDA APHIS suspends Mexican cattle imports — New World Screwworm
    Nov 22, 2024 · ongoing

    USDA halted live-cattle imports from Mexico after NWS detections moved north of Veracruz, Oaxaca and Chiapas. Sonora and Chihuahua exporters lost roughly USD 500M/month at peak. Partial reopenings rolled through 2025 contingent on screwworm-prevention protocols (sterile-fly releases, quarantine pens, dipping vats); Sonora ports of entry resumed first.

  • ActiveMining · Investor-state (USMCA Ch. 14)· ICSID / USMCA Ch. 14
    Vulcan Materials USMCA Ch. 14 investor-state arbitration
    Jan 12, 2024 · ongoing

    Vulcan Materials (Calica) seeking USD 1.9B+ over MX expropriation of its Quintana Roo limestone quarry/port. Test case for USMCA's Ch. 14 grandfathered investor-state mechanism (sunsets July 2026). Outcome will set precedent for the Sempra and TC Energy disputes pending.

  • ActiveHoney · Antidumping· US Commerce
    Antidumping duty on Mexican honey
    Dec 15, 2022 · ongoing

    10.43% antidumping duty on raw Mexican honey hitting Yucatán Peninsula apiarists who supply ~5% of US honey imports. Compounded by ongoing battles with EU over Bt-pollen contamination from Mayan-belt soy plantations.

  • NegotiatedEnergy · Investor-state (USMCA Ch. 14)· USMCA Ch. 14
    Sempra Infrastructure USMCA energy dispute
    Apr 22, 2024 · ongoing

    Sempra and TC Energy contesting MX nationalist energy reforms (CFE preference, permit denials). Sempra's Energía Costa Azul LNG export terminal in Ensenada is the flagship US gas play into Asia; outcome shapes Sonora gas-pipeline routing.

Diplomatic friction

US-Mexico political tensions running parallel to the trade story — FTO designation, consulate review, sovereignty disputes, drone overflights, intel-sharing posture.

  • EscalatingDrone / overflight · May 22, 2025
    US Predator drone flights over Mexican airspace
    US: DoD, CBP, DEA·MX: SEDENA, SRE

    Multiple confirmed RQ-9 / MQ-9 surveillance flights from Texas / Arizona airspace into Sonora and Tamaulipas tracking suspected fentanyl labs and cartel convoys. SRE filed formal protest; talks ongoing on a quiet bilateral framework that would legalize coordinated overflights.

  • ActiveConsulate review · Nov 10, 2025
    State Department initiates review of all 53 Mexican consulates
    US: State Department, Congress·MX: SRE, IME, Morena

    Following Peter Schweizer's book 'The Invisible Coup' alleging Mexican consulates serve as Morena political vehicles to influence Latino voters ahead of the 2026 midterms (Democrat liaison meetings, anti-Trump content distribution). State Dept review covers consular activities, IME programming, and any ties to Morena USA chapters. Mexico framed it as standard diplomacy + community support for ~37M Mexican-origin US residents.

  • ActiveInvestigation · Nov 05, 2025
    Schweizer 'Invisible Coup' book alleges consulate election meddling
    US: Congress (R), Heritage Foundation, Hoover Institution·MX: SRE, Morena, IME

    Peter Schweizer published 'The Invisible Coup' citing Democrat-aligned meetings at MX consulates, anti-Trump content distribution, and Morena party links to consular staff as a coordinated influence operation aimed at the 37M-strong US Latino electorate before 2026. Sheinbaum had been responding to parallel US indictments of MX officials for cartel ties + opposition figures' US ties when Schweizer's book broke.

  • ActiveIntel sharing · Apr 01, 2025
    Reduced DEA-FBI intel sharing on cartel investigations
    US: DEA, FBI, DoJ·MX: SEDENA, FGR, Sheinbaum admin

    After AMLO's 2020 disbanding of vetted units and 2022 dismantling of joint task forces, Sheinbaum admin has not fully restored intel-sharing. DEA agents report restricted access to MX targets; some recent fentanyl seizures executed without prior MX notification. Joint Sinaloa-Sonora operations resumed in mid-2025 under FTO-pressure framework.

  • ActiveSovereignty dispute · Mar 04, 2025
    Sheinbaum rejects US military deployment to MX side of border
    US: White House, DoD·MX: Sheinbaum admin, SEDENA

    MX rejected proposals to embed US troops south of the border. As counter-offer, Sheinbaum surged 10,000 National Guard to the northern frontier and accepted expanded DEA-FBI vetted-unit cooperation. Tariff threats partially eased in response.

  • ActiveTariff action · Mar 04, 2025
    Trump 25% blanket tariff round on Mexican goods
    US: White House, USTR·MX: Sheinbaum admin, Secretaría de Economía

    25% blanket tariff imposed citing fentanyl + migration emergencies under IEEPA. Partial 30-day pause negotiated after Sheinbaum commitments on border deployment + cartel cooperation. Status remains active with exemptions for USMCA-compliant goods that rotate quarterly.

  • ActiveFTO designation · Feb 20, 2025
    Trump EO 14157 designates 8 LatAm criminal orgs as FTOs
    US: White House, State Department, DOJ·MX: Sheinbaum admin, SRE

    Sinaloa Cartel, CJNG, CDN, CDG, Cárteles Unidos, Familia Michoacana, MS-13 and Tren de Aragua designated under 8 USC §1189. Activates 18 USC §2339B material-support criminal liability and ratchets pressure on US persons / banks dealing with anyone connected. Sheinbaum framed it as an attack on sovereignty; SRE warned of 'unilateral action' precedent.

  • ActiveSovereignty dispute · Sep 15, 2024
    Mexican judicial reform — US/Canadian investor concerns
    US: State Department, USTR, Congress·MX: Sheinbaum admin, Morena Congress

    Constitutional reform converting all judges to popular election. State Dept and Canadian counterparts warned it threatens USMCA Ch. 14 investor-protection mechanisms; US ambassador Salazar's public criticism was met with a 'pause' in bilateral relations by AMLO admin in last weeks of his term. Sheinbaum continued the rollout.

  • ActiveInvestigation · Feb 21, 2023
    García Luna convicted of taking Sinaloa Cartel bribes (EDNY)
    US: DOJ, DEA, EDNY·MX: FGR, Calderón-era PAN, Morena

    Largest US prosecution of a former MX cabinet official. Federal jury in Brooklyn convicted García Luna (Calderón-admin federal-police chief) on five counts of conspiracy to traffic cocaine + money laundering — finding he accepted tens of millions from Sinaloa Cartel. Sentencing Oct 2024: 38+ years. Reverberates through US-MX bilateral trust on intel-sharing and the FTO designation framing.

  • ActiveInvestigation · Apr 30, 2021
    Tamaulipas governor García Cabeza de Vaca — federal warrant + US flight
    US: State Department, Treasury OFAC·MX: FGR, Tamaulipas Congress (PAN)

    FGR opened federal investigation 2021 for organized crime + money laundering. Tamaulipas Congress blocked stripping his immunity; after term ended he relocated to the US. US has not extradited despite Interpol notice; bilateral pressure ongoing. Allegations link him to CDG financial laundering during his governorship.

  • NegotiatedSovereignty dispute · Apr 12, 2025
    US floats unilateral drone strikes on cartel labs
    US: White House, DoD·MX: Sheinbaum admin, SEDENA, SRE

    Reports of internal US planning for kinetic strikes on fentanyl-precursor labs in Sinaloa / Sonora. Sheinbaum publicly rejected on national TV: 'No invasion. We cooperate, we coordinate, but Mexico is sovereign.' Bilateral working group convened to channel pressure into joint operations instead.

  • ResolvedExtradition · Feb 27, 2025
    Rafael Caro Quintero extradited to US
    US: DOJ, DEA·MX: FGR, Sheinbaum admin

    Caro Quintero (founder of Guadalajara Cartel, convicted of 1985 DEA agent Camarena murder) extradited along with 28 other high-profile inmates as a goodwill gesture coinciding with Trump tariff negotiations. Largest single-day MX→US extradition in modern history.

  • ResolvedIntel sharing · Oct 15, 2020
    Cienfuegos arrest at LAX → MX pressure → charges dropped
    US: DEA, DOJ·MX: SEDENA, Peña Nieto-era PRI, AMLO admin

    Salvador Cienfuegos (former MX defense secretary) arrested LAX Oct 2020 on drug-trafficking charges. AMLO admin retaliated by threatening DEA cooperation; DOJ dropped charges Nov 2020 to preserve bilateral relationship. MX promptly cleared him. The drop catalyzed the 2020 MX 'Garita' law restricting US agents in Mexico — still in effect under Sheinbaum.

Mexican consulates under review

State Department review (Nov 2025) covers all 54 Mexican consulates in the United States following the Schweizer 'Invisible Coup' allegations of Morena political activity inside consular grounds. Public list per SRE; flip individual entries to underReview: false as they're cleared.

  • WashingtonRev
    DC · Embassy
  • DouglasRev
    AZ · Consulate
  • NogalesRev
    AZ · Consulate
  • PhoenixRev
    AZ · Cons. Gen.
  • TucsonRev
    AZ · Cons. Gen.
  • YumaRev
    AZ · Consulate
  • CalexicoRev
    CA · Consulate
  • FresnoRev
    CA · Consulate
  • Los AngelesRev
    CA · Cons. Gen.
  • OxnardRev
    CA · Consulate
  • SacramentoRev
    CA · Cons. Gen.
  • San BernardinoRev
    CA · Consulate
  • San DiegoRev
    CA · Cons. Gen.
  • San FranciscoRev
    CA · Cons. Gen.
  • San JoseRev
    CA · Consulate
  • Santa AnaRev
    CA · Cons. Gen.
  • AustinRev
    TX · Consulate
  • BrownsvilleRev
    TX · Consulate
  • DallasRev
    TX · Cons. Gen.
  • Del RioRev
    TX · Consulate
  • Eagle PassRev
    TX · Consulate
  • El PasoRev
    TX · Cons. Gen.
  • HoustonRev
    TX · Cons. Gen.
  • LaredoRev
    TX · Cons. Gen.
  • McAllenRev
    TX · Cons. Gen.
  • San AntonioRev
    TX · Cons. Gen.
  • MiamiRev
    FL · Cons. Gen.
  • OrlandoRev
    FL · Consulate
  • ChicagoRev
    IL · Cons. Gen.
  • AlbuquerqueRev
    NM · Consulate
  • AtlantaRev
    GA · Cons. Gen.
  • BoiseRev
    ID · Consulate
  • BostonRev
    MA · Consulate
  • CharlotteRev
    NC · Consulate
  • DenverRev
    CO · Cons. Gen.
  • DetroitRev
    MI · Consulate
  • IndianapolisRev
    IN · Consulate
  • Kansas CityRev
    MO · Consulate
  • Las VegasRev
    NV · Consulate
  • Little RockRev
    AR · Consulate
  • MilwaukeeRev
    WI · Consulate
  • New OrleansRev
    LA · Consulate
  • New YorkRev
    NY · Cons. Gen.
  • OmahaRev
    NE · Consulate
  • PhiladelphiaRev
    PA · Consulate
  • PortlandRev
    OR · Consulate
  • RaleighRev
    NC · Consulate
  • Salt Lake CityRev
    UT · Consulate
  • SeattleRev
    WA · Cons. Gen.
  • Saint PaulRev
    MN · Consulate
  • PresidioRev
    TX · Consulate
  • AnchorageRev
    AK · Consulate
  • HonoluluRev
    HI · Consulate
  • TampaRev
    FL · Consulate

FTO-designated cartels

Trump EO 14157 (Feb 20, 2025) — designation activates Article 32.10 (national-security exception) and Material-Support criminal liability under 18 USC §2339B for any US person aiding these organizations.

  • Sinaloa, Mexico · fragmented

    Largest fentanyl-trafficking organization. US OFAC-designated. Internal civil war erupted after Mayo Zambada's controversial transfer to US custody.

  • Jalisco, Mexico · active

    Most expansionist Mexican cartel. Known for downing of military helicopters and use of armed drones.

  • Tamaulipas/Coahuila, Mexico · active

    Successor to Los Zetas. Nuevo Laredo plaza. Notorious paramilitary discipline.

  • Tamaulipas, Mexico · fragmented

    One of MX's oldest cartels, now reduced to feuding factions in Reynosa, Matamoros, Río Bravo. March 2023 kidnapping of 4 Americans by Escorpiones triggered factional purge.

  • Michoacán, Mexico · active

    Coalition of Tepalcatepec/Aguililla self-defense remnants resisting CJNG expansion.

  • Michoacán/Estado de México · fragmented

    Rebranded faction of original LFM. Strong in Tierra Caliente.

  • Los Angeles, USA (1980s) · diminished

    Severely degraded in El Salvador post-Bukele crackdown (>75,000 detained). Still active in Guatemala and Honduras.

Sector exposure matrix

For each tracked legitimate sector: which cartels tap it, where, and any active US-side restriction.

Key dates

  1. Jul 01, 2020elapsed
    USMCA enters into force

    Replaces NAFTA. 6-year joint review clock starts under Article 34.7.

  2. Feb 20, 2025elapsed
    Trump EO designates 8 cartels as FTOs

    Sinaloa Cartel, CJNG, CDN, CDG, Cárteles Unidos, Familia Michoacana, MS-13, Tren de Aragua. Activates Article 32.10 (national-security exception) discussion in the review framework.

  3. Jul 01, 2026T-22d
    First USMCA Joint Review begins

    Article 34.7. Each party must indicate whether it wishes the agreement to continue for another 16 years. Failure to extend triggers the annual review-or-sunset clock.

  4. Jul 01, 2036T-3675d
    USMCA sunset (if not extended)

    If not affirmatively extended in 2026 review and again in any subsequent annual review, the agreement terminates.

Trade-restriction data synthesizes USDA APHIS notices, US Commerce antidumping determinations, USTR press releases, OFAC SDN list updates, and ICSID / USMCA Ch. 14 case dockets through 2025. Cartel-industry exposure synthesizes InSight Crime, Borderland Beat, Mexico News Daily, US Treasury OFAC actions, and academic monitoring (Crisis Group, Small Arms Survey). Status flips reflect the most recent public filing — verify before citing operationally.