In this episode of Logistically Speaking, hosts Scott Case and Cameron Roberts sit down a day after President Trump's second inauguration to discuss the flurry of Executive Orders and trade rhetoric with Carlos Sesma, Senior Partner at Mexican law firm Sesma, Sesma & McNeese. The conversation explores the complex interplay between politics, trade, and regional economic integration.
Key Topics Discussed
Recent Policy Changes
- President Trump's announcement of potential 25% tariffs on Mexico and Canada
- Changes to Mexico's IMMEX program affecting chapters 61, 62, and 63, introducing a 35% duty rate
- Impact on e-commerce companies using Mexico as a distribution hub
- Relationship between trade policies and immigration concerns
Mexico-US Trade Relations
- Mexico's critical dependence on US trade (86% of exports)
- Analysis of Mexico's strategic position between US and China
- Discussion of USMCA renegotiation possibilities
- Impact of potential tariffs on regional manufacturing and supply chains
Infrastructure Development
- Major Mexican infrastructure projects:
- The Mayan Train project connecting the Yucatan Peninsula
- Trans-isthmic railway development as Panama Canal alternative
- New Tulum Airport with cargo capabilities
- Focus on developing Mexico's southern regions
Regional Integration
- Evolution of North American trade relationships
- Role of rail infrastructure in regional connectivity
- CPKC (Canadian Pacific Kansas City) railway expansion plans
- Impact of new administrations in all three countries
Looking Forward
- Preparation for potential USMCA negotiations
- Changes in Mexican governance and judicial system
- Importance of maintaining business relationships despite political rhetoric
- Regional economic development strategies
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