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We closed the first third of 2026 with a regulatory shock that is already your new operating reality. The “Agreement for the Promotion of the Mexican Steel Industry” is not an administrative procedure; it is a declaration of sovereignty that It forces you to audit every link if you don't want to be left out of the game in North America. In this scenario of Nearshoring, efficiency is no longer measured in days, but in compliance and traceability.

☕ Your Executive Summary (TL; DR):

• El Cambio: Evolution of the logistics transactional to a strategic data architecture for navigating the tariff environment.
• The Risk: Operating with manual processes imposes a 18.8% burden on cost of sales, pulverizing your profit margin.
• The Solution: Migrate to a 4PL logistics with predictive visibility to anticipate the collapse of an infrastructure that is only growing at 4% per year.
• The Benefit: Recover a 10.3% direct competitiveness and protect your eligibility in North America before the new regulatory board.

What was relevant from the previous week

⛏️ Siderurgy — Sheinbaum signs the Agreement for the Promotion of the Mexican Steel Industry

‍President Claudia Sheinbaum made official this strategic agreement that seeks to protect national steel against Dumping international and strengthen value integration in Mexican territory. The plan encourages the use of “green steel” and establishes strict surveillance mechanisms at customs to ensure that the material used in major infrastructure works and the automotive sector complies with the rules of origin of the T-MEC.

‍Key Impact: For companies that need to move Project uploads or massive industrial components, this agreement involves a change in the selection of suppliers. Availability is not enough; now certification of origin is a requirement for customs clearance. Those who do not anticipate this documentary validation will see their projects stopped in port and will face fines for inactivity.

🚗 Automotive — OEM export record puts pressure on border transport capacity

‍Over the past week, the value of non-oil exports, led by the automotive sector, registered consolidated growth of 4.4%. This dynamism has exhausted the availability of specialized equipment in the Bajío-Monterrey-Laredo corridor, forcing plants to pay cost overruns of up to 25% for last-minute freight.

‍Key Impact: The structural saturation in the north of the country shows that operating without a contingency plan is betting the annual margin on the fate of highway 57. The transition to models of 4PL logistics with predictive visibility is today the only way to avoid Line Down (plant stoppage), which averages catastrophic losses for OEMs.

⚕️ Healthcare — CPKC and GMXT consolidate the railway “Dry Canal”

‍The consolidation of refrigerated railway services between Mexico And the rest of North America has managed to reduce crossing times by a 15% for medical and pharmaceutical supplies. This binational integration alleviates pressure on trucking, allowing trucks to be redistributed to sectors that require greater flexibility, such as the steel industry.

‍Key Impact: Route diversification is vital for resilience. By migrating critical health cargo to the railroad, land capacity is freed up to move heavy machinery and Project uploads which, due to their dimensions, cannot use the railway, optimizing the national logistics ecosystem.

The highlights of the DOF

Decree on Fiscal Incentives for Regional Steel Production — Secretariat of Economy

‍In follow-up to the Agreement signed by the president, guidelines for accessing tariff benefits in the import of inputs destined for steel transformation were published.

Update your governance systems today or prepare for merchandise abandonment. Bureaucracy is no longer a procedure, it is a factor of loss of wealth.

‍DOF base URL: https://www.dof.gob.mx?year=2026&month=05&day=04

In the spotlight this week

May 08 — Installation of the Steel Monitoring Committee

‍Import quotas and “clean steel” certificates are defined. If you import machinery, Demand clarity from your supplier to prevent your cargo from rusting in port due to lack of documentary preparation.

May 11 — Critical window for industrial cargo

‍It's your last chance to move oversized machinery before the weather in June Double your costs for road delays. Success depends on an impeccable Route Survey; Do not accept your provider's silence in the face of a denied permit.

The key data

Economy: Mexico attracted more than $20.3 billion in FDI. This flow increases demand, but If you don't secure space today, you'll pay unpayable storage fees tomorrow.

Logistics: The volume of cargo grows by 18% while the infrastructure is only increasing by 4%. If you don't use one 4PL logistics, your operation will be burdened with a burden of inefficiency that takes you out of the market.

Interdabs Strategic Vision

The Steel Agreement marks the end of “free flow without questions”. If your strategy is based on the lowest rate, you're accepting a compliance risk that will devour your annual return in a single audit. Your priority is not to move the load, but Keep your plant turned on and your assets safe.

Raise the logistics at the level of your board of directors. Don't wait for the line to stop to react. In 2026, the future belongs to those who dominate the data, not just to those who own the material.

Let's talk today and protect your supply chain.

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