USMCA · cross-border tracker
Joint review opens July 2026Trade restrictions, cartel-industry exposure atlas, FTO designations, US-MX diplomatic friction, and the 53 Mexican consulates in the United States.
Trade restrictions on MX exports
Active and recent USDA / Commerce / USTR / OFAC actions affecting Mexican exporters.
- EscalatingAvocado · Cartel violence· USDA APHISUSDA periodically pauses Michoacán avocado inspectionsJun 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· FDAFDA recurring safety holds on Mexican strawberries / blackberriesMar 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-pauseTierra Caliente lime exports periodically haltedAug 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 CommerceTomato Suspension Agreement terminated — 17.09% antidumping dutyJul 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 / DOLUSMCA 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· USTRSection 232 steel & aluminum tariffs reinstatedFeb 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 APHISUSDA APHIS suspends Mexican cattle imports — New World ScrewwormNov 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. 14Vulcan Materials USMCA Ch. 14 investor-state arbitrationJan 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 CommerceAntidumping duty on Mexican honeyDec 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. 14Sempra Infrastructure USMCA energy disputeApr 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, 2025US Predator drone flights over Mexican airspaceUS: 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, 2025State Department initiates review of all 53 Mexican consulatesUS: 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, 2025Schweizer 'Invisible Coup' book alleges consulate election meddlingUS: 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, 2025Reduced DEA-FBI intel sharing on cartel investigationsUS: 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, 2025Sheinbaum rejects US military deployment to MX side of borderUS: 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, 2025Trump 25% blanket tariff round on Mexican goodsUS: 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, 2025Trump EO 14157 designates 8 LatAm criminal orgs as FTOsUS: 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, 2024Mexican judicial reform — US/Canadian investor concernsUS: 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, 2023García 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, 2021Tamaulipas governor García Cabeza de Vaca — federal warrant + US flightUS: 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, 2025US floats unilateral drone strikes on cartel labsUS: 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, 2025Rafael Caro Quintero extradited to USUS: 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, 2020Cienfuegos arrest at LAX → MX pressure → charges droppedUS: 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.
- WashingtonRevDC · Embassy
- DouglasRevAZ · Consulate
- NogalesRevAZ · Consulate
- PhoenixRevAZ · Cons. Gen.
- TucsonRevAZ · Cons. Gen.
- YumaRevAZ · Consulate
- CalexicoRevCA · Consulate
- FresnoRevCA · Consulate
- Los AngelesRevCA · Cons. Gen.
- OxnardRevCA · Consulate
- SacramentoRevCA · Cons. Gen.
- San BernardinoRevCA · Consulate
- San DiegoRevCA · Cons. Gen.
- San FranciscoRevCA · Cons. Gen.
- San JoseRevCA · Consulate
- Santa AnaRevCA · Cons. Gen.
- AustinRevTX · Consulate
- BrownsvilleRevTX · Consulate
- DallasRevTX · Cons. Gen.
- Del RioRevTX · Consulate
- Eagle PassRevTX · Consulate
- El PasoRevTX · Cons. Gen.
- HoustonRevTX · Cons. Gen.
- LaredoRevTX · Cons. Gen.
- McAllenRevTX · Cons. Gen.
- San AntonioRevTX · Cons. Gen.
- MiamiRevFL · Cons. Gen.
- OrlandoRevFL · Consulate
- ChicagoRevIL · Cons. Gen.
- AlbuquerqueRevNM · Consulate
- AtlantaRevGA · Cons. Gen.
- BoiseRevID · Consulate
- BostonRevMA · Consulate
- CharlotteRevNC · Consulate
- DenverRevCO · Cons. Gen.
- DetroitRevMI · Consulate
- IndianapolisRevIN · Consulate
- Kansas CityRevMO · Consulate
- Las VegasRevNV · Consulate
- Little RockRevAR · Consulate
- MilwaukeeRevWI · Consulate
- New OrleansRevLA · Consulate
- New YorkRevNY · Cons. Gen.
- OmahaRevNE · Consulate
- PhiladelphiaRevPA · Consulate
- PortlandRevOR · Consulate
- RaleighRevNC · Consulate
- Salt Lake CityRevUT · Consulate
- SeattleRevWA · Cons. Gen.
- Saint PaulRevMN · Consulate
- PresidioRevTX · Consulate
- AnchorageRevAK · Consulate
- HonoluluRevHI · Consulate
- TampaRevFL · 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.
- Cártel de SinaloaUS FTOSinaloa, 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.
- Cártel del NoresteUS FTOTamaulipas/Coahuila, Mexico · active
Successor to Los Zetas. Nuevo Laredo plaza. Notorious paramilitary discipline.
- Cártel del GolfoUS FTOTamaulipas, 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.
- Cárteles UnidosUS FTOMichoacán, Mexico · active
Coalition of Tepalcatepec/Aguililla self-defense remnants resisting CJNG expansion.
- La Familia MichoacanaUS FTOMichoacán/Estado de México · fragmented
Rebranded faction of original LFM. Strong in Tierra Caliente.
- Mara SalvatruchaUS FTOLos 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.
- Agave / tequila1 group
- Agriculture (other)5 groups
- Auto parts1 group
- AvocadoUS-restricted3 groups
- BerriesUS-restricted1 group
- Cattle / beefUS-restricted1 group
- Fishing / seafood1 group
- Fuel / huachicol4 groups
- LimeUS-restricted3 groups
- Manufacturing / maquilaUS-restricted5 groups
- MiningUS-restricted3 groups
- Tourism1 group
- Trucking / cargo3 groups
Key dates
- Jul 01, 2020elapsedUSMCA enters into force
Replaces NAFTA. 6-year joint review clock starts under Article 34.7.
- Feb 20, 2025elapsedTrump 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.
- Jul 01, 2026T-22dFirst 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.
- Jul 01, 2036T-3675dUSMCA sunset (if not extended)
If not affirmatively extended in 2026 review and again in any subsequent annual review, the agreement terminates.