Prodensa Weekly Manufacturing Report Mexico February 4, 2026
US - MEXICO PRESIDENTIAL NEWS
Mexico-US Security cooperation
• President Claudia Sheinbaum and U.S. President Donald Trump held a phone call described by both leaders as “very productive,” focusing on bilateral cooperation on trade, security, and the border.
• Sheinbaum said discussions confirmed progress in the overall Mexico–U.S. relationship and stressed that work related to the upcoming review of the USMCA continues, though no concrete agreements have been reached.
• On security, President Sheinbaum emphasized that both governments agree cooperation is advancing, while reiterating Mexico’s firm stance against joint security operations on its territory, limiting collaboration to information sharing.
• Trump highlighted border security, anti-drug efforts, and trade, and announced plans to schedule future bilateral meetings in both countries.
SOURCE: ANIMAL POLÍTICO
US - MEXICO PRESIDENTIAL NEWS
USMCA Process
• Trade negotiations between Mexico and the United States advanced this week following Secretary of Economy Marcelo Ebrard’s meetings in Washington with U.S. Trade Representative Jamieson Greer and Commerce Secretary Howard Lutnick.
• Both sides agreed to maintain close and intensive dialogue ahead of the 2026 review of the USMCA, focusing on issues such as the automotive sector, Section 232 tariffs, non-tariff barriers, critical minerals, and supply chain resilience.
• U.S. officials and Mexican counterparts acknowledged substantial progress in recent months and agreed to begin formal talks on potential structural reforms to the agreement.
• These may include stricter rules of origin for certain industrial products, deeper cooperation on critical minerals, and greater alignment of trade policies to address dumping and strengthen regional production.
• These talks take place as Prime Minister Mark Carney announced that Canada has concluded its internal USMCA consultations and is prepared to sit down with Mexico and the United States, while acknowledging that significant work remains.
SOURCE: GOBIERNO DE MÉXICO, FORBES
Mexico Trade Growth
• The inauguration of the new National Customs Agency (ANAM) headquarters in Nuevo Laredo underscores Mexico’s push to modernize trade facilitation and strengthen revenue collection amid rising export volumes and the upcoming USMCA review.
• Nuevo Laredo handles roughly one-third of total customs revenue nationwide, positioning the facility as a strategic node for North American trade.
• The government aims to raise customs revenue to MXN 1.5 trillion in 2026, building on a 25% increase between 2024 and 2025.
• Beyond fiscal gains, the project emphasizes efficiency, digitalization, and anti-corruption measures, aligning customs operations with higher trade flows and stricter enforcement of rules of origin and non-tariff measures under the USMCA.
• Overall, the project signals Mexico’s intent to pair export-led growth with institutional strengthening, reinforcing credibility as a trade partner ahead of complex negotiations on industrial policy and automotive trade, within the USMCA framework.
SOURCE: GOBIERNO DE MÉXICO
LEGISLATIVE CHANGES AND INITIATIVES
LABOR
• INITIATIVE TO AMEND ARTICLES REGARDING THE INCORPORATION OF MENSTRUAL LEAVE
Objective: Amends the Federal Law of State Workers to recognize paid menstrual leave for women and menstruating persons experiencing painful menstruation, allowing up to two days of absence per twenty-eight-day period with full pay, without affecting seniority, benefits, performance evaluations, or labor conditions, while ensuring a dignified, non-discriminatory workplace environment.
Status: Published in the Parliamentary Gazette on February 1, 2026.
• INITIATIVE TO ADD ARTICLE 132 OF THE FEDERAL LABOR LAW ON PAID LEAVE
Presented by: Dep. Luis Enrique Martínez Ventura (PT)
Objective (50 words): Adds an employer obligation to grant paid leave of one or more working days to employees who are victims of robbery or assault during working hours, enabling them to file a complaint before the Public Prosecutor and follow the corresponding criminal proceedings without loss of salary, labor rights, or employment conditions.
Status: Published in the Parliamentary Gazette on February 1, 2026.
LEGISLATIVE CHANGES AND INITIATIVES
TRANSPORT
• INITIATIVE REGARDING REGULATION, INVESTIGATION, AND RECOMMENDATIONS FOR THE NATIONAL TRANSPORT SECTOR
Presented by: Dep. Paulina Rubio Fernández (PAN)
Objective: Amends Article 28 of the Constitution to create an autonomous, independent, and specialized public body responsible for investigating accidents across land, rail, maritime, and air transport systems, determining causes, issuing recommendations, and publishing reports, with full technical, managerial, and budgetary autonomy to strengthen safety, transparency, and institutional accountability.
Status: Published in the Parliamentary Gazette on February 1, 2026.
ENVIRONMENT
• INITIATIVE TO AMEND VARIOUS PROVISIONS OF THE CONSTITUTION REGARDING INTEGRATED SOLID WASTE MANAGEMENT
Presented by: Dep. Luis Enrique Martínez Ventura (PT)
Objective: Reforms the Constitution to guarantee a clean and healthy environment through integrated solid waste management, promote circular economy policies, assign environmental liability for damage or omissions, empower Congress to legislate on waste management and circularity, and authorize municipalities to implement coordinated waste plans emphasizing separation, recycling, and reduction nationwide effectively.
Status: Published in the Parliamentary Gazette on February 1, 2026.
NEWS BY STATE
Baja California
At the start of 2026, Baja California continues to attract solid investment in its electronics sector, reaffirming its position as the state’s leading industrial driver, according to the Desarrollo Económico e Industrial de Tijuana (DEITAC). Gabriel Cabañas, president of DEITAC and Sr. Advisor of Prodensa, noted that investment levels remain in line with those recorded in 2025, reflecting continued confidence from international companies despite global economic uncertainty. He emphasized that DEITAC’s strategy goes beyond electronics, with ongoing efforts to actively promote complementary high-value industries such as aerospace and medical devices, which further strengthen the region’s industrial ecosystem. Cabañas also highlighted the organization’s focus on global outreach, including participation in major international forums like CES 2026 and targeted investment missions in Asia, aimed at sustaining and expanding foreign direct investment, enhancing supply chain integration, and reinforcing Baja California’s competitiveness as a key manufacturing and technology hub in North America.
SOURCE: INDUSTRIAL NEWS BC
NEWS BY STATE
Sonora
Sonora strengthened its commitment to technological development with the signing of an agreement to establish the “Kutsari” Semiconductor Research and Development Center at the University of Sonora, an initiative aligned with the Sonora Sustainable Energy Plan that aims to develop specialized talent, drive innovation, and attract high value-added investment. Governor Alfonso Durazo Montaño emphasized that the center will be key to integrating the state into global technology value chains, generating better-paid jobs, and strengthening the regional ecosystem,
at a time when Sonora has been recognized at the federal level as a strategic state for electromobility and technological sovereignty. The agenda was complemented by international meetings — including with Taiwan’s Electrical and Electronic Manufacturers’ Association (TEEMA) — and binational engagements with the United States to consolidate the commercial corridor, positioning Sonora as an attractive destination for foreign investment due to its infrastructure, logistics, clean energy availability, and skilled workforce.
SOURCE: CLUSTER INDUSTRIAL
NEWS BY STATE
Chihuahua
The Government of the State of Chihuahua began its participation as an exhibitor at MD&M West 2026, one of the world’s leading trade shows for medical device design and manufacturing, held in Anaheim, California, with the goal of attracting foreign investment in medical technology. Through the Promotora para el Desarrollo Económico de Chihuahua (Prodech), the state delegation aims to build partnerships with companies in biotechnology, automation, medical devices, plastics, and packaging, leveraging Chihuahua’s strategic position as Mexico’s top exporting state to the United States and its strong specialization in medical manufacturing, particularly in Ciudad Juárez. Participation in MD&M West is part of a broader international promotion strategy focused on high value-added sectors — including medical technology, aerospace, automotive, semiconductors, and electromobility — and follows previous appearances at key global events such as Hannover Messe and MEDICA, reinforcing Chihuahua’s positioning as a competitive hub for advanced manufacturing and innovation.
SOURCE: TIEMPO
NEWS BY STATE
Nuevo Leon
Expo Manufactura 2026 officially kicked off in Monterrey, Nuevo León, reaffirming its role as one of the most important manufacturing and industrial technology events in Mexico and Latin America. Celebrating its 30th edition, the three-day event brings together more than 460 exhibitors and an estimated 15,000 industry professionals to showcase solutions in automation, digitalization, robotics, and advanced manufacturing across key sectors such as automotive, aerospace, medical devices, electronics, and energy. Hosted at Cintermex, the expo strengthens Nuevo León’s position as a strategic manufacturing hub, promotes business networking and talent development, and serves as a platform for innovation, knowledge exchange, and investment attraction, supporting the evolution of Mexico’s industrial ecosystem.
SOURCE: MEXICO INDUSTRY
NEWS BY STATE
Guanajuato
Guanajuato held its first Industrial Connection (Conexión Industrial) event of 2026, linking 58 local micro, small, and medium-sized enterprises (MSMEs) with the Chinese automotive company TYW in Irapuato, as part of the state’s strategy to strengthen local supply chains and maximize the impact of foreign investment. The initiative serves as a bridge between global investors and local suppliers, allowing Guanajuato-based companies to showcase their capabilities, quality, and competitiveness. Building on the program’s strong results in 2025—when more than 858 MSMEs participated in 19 business meetings generating estimated sales of over MXN 381 million— the state government, led by Governor Libia Dennise García Muñoz Ledo, continues to prioritize internal economic development by integrating local providers into major industrial projects. State Economy Secretary Claudia Cristina Villaseñor Aguilar emphasized that Conexión Industrial aims to turn each investment into a driver of quality job creation, sector diversification, and long-term economic growth, positioning Guanajuato as a benchmark for supplier development and industrial collaboration.
SOURCE: GUANAJUATO INFORMA
NEWS BY STATE
Queretaro
The Franco-Mexican Chamber of Commerce and Industry (CCI France), Bajío Chapter, strengthened business connections across the Bajío region through an industrial site visit focused on processes, technology, and collaboration at the GNL plant located in the Querétaro Airport Industrial Park. As part of its ongoing strategy to integrate and reinforce the regional productive ecosystem, the visit allowed member companies to gain firsthand insight into industrial operations, automation levels, and operational culture, helping identify concrete opportunities for colla-
boration and competitiveness. Led by CCI France Bajío Managing Director Stéphane Idier, the initiative brought together national and international companies from strategic sectors including plastics, industrial automation, logistics, packaging, energy, refrigeration, environmental control, and electronic services, many with business ties to Europe. The exchange of company profiles and projects further facilitated supplier development, technical cooperation, and commercial partnerships, reinforcing the Bajío’s positioning as a strategic hub for high value-added industrial investment and innovation.
SOURCE: TU INTERFAZ DE NEGOCIOS
NEWS BY STATE
Mexico City
Mayor Clara Brugada and Economy Secretary Marcelo Ebrard, launched a new Investment Promotion Committee, that aims to streamline processes, digitize procedures, and diversify investment sources. In the launch event, it was informed that direct foreign investment in Mexico City surged 45 % between 2024-2025, outpacing national trends. GDP grew 3.7 % in Q2 2025, above the country’s average, indicating strong economic momentum. The city’s Investment Attraction Agency now tracks 303 multiyear projects, totaling MXN 117 billion in committed capital. With this, Brugada pledged further simplification of administrative hurdles and support for key economic engines to cement Mexico City’s reputation as an investment-friendly hub.
SOURCE: LA JORNADA
NEWS BY STATE
State of Mexico
Mercado Libre opened a new Cross-Dock logistics hub in Cuautitlán Izcalli, State of Mexico.
The facility represents a MXN 2.5 billion investment, the largest Cross-Dock the company operates in Latin America.
Spanning 80,000 m², it can process up to 600,000 packages per day, boosting national e-commerce distribution capacity. The project is expected to create over 1,000 direct jobs and reinforce the region’s logistics labor market.
State of Mexico now hosts 389 distribution centers (13 % of the national total) and supports roughly 699,000 logistics-related jobs.
Strategic location leverages key infrastructure: Mexico-Laredo highway, Toluca-Atlacomulco industrial corridor, freight rail network, and proximity to Felipe Ángeles International Airport.
In 2025, Mercado Libre’s total investment in the State of Mexico exceeded USD 650 million, employing more than 15,000 locals. The new hub strengthens the State of Mexico’s role as a central e-commerce logistics node, improving delivery speed and supply-chain efficiency.
SOURCE: MEXICO INDUSTRY
INVESTMENT NEWS
NORTHERN MEXICO
THOR URBANA
Thor Urbana, a real estate development and industrial logistics platform, is investing more than US$197 million to develop two new industrial parks in Apodaca, Nuevo León. The projects will add significant logistics and manufacturing space to one of Mexico’s key industrial hubs, strengthening supply-chain capacity and attracting new companies to the region.
SIGRAMA
Industria Sigrama, a supplier of technology and industrial components for Siemens, inaugurated a new plant in Coahuila to strengthen local high-precision manufacturing and supply capacity for Siemens’ operations and projects in Mexico.
MUNTERS
Munters, a global industrial air-treatment and climate-solutions manufacturer, is investing over US$11 million to open a new plant in Apodaca, Nuevo León. The facility expands production capacity for advanced dehumidification and environmental-control systems, strengthening northern Mexico’s high-value industrial ecosystem.
INVESTMENT NEWS
CENTRAL MEXICO
MERCADO LIBRE
Mercado Libre, a leading e-commerce and logistics company, inaugurated its largest cross-dock facility in Latin America in Cuautitlán Izcalli, State of Mexico, backed by a US$140 million investment. The 80,000 m² logistics hub will process high volumes of goods to accelerate delivery times across Mexico and strengthen regional supply-chain capacity.
NESTLÉ PURINA
Nestlé Purina, a leading pet food manufacturer, will expand its production capacity in Guanajuato with a US$100 million investment. The project will increase manufacturing output and reinforce the region’s role in the animal-nutrition supply chain.
ELEVA PARK
Eleva Park, an industrial real estate and logistics development, began operations with six industrial buildings in Michoacán, offering advanced warehousing and manufacturing space to support regional supply chains and attract new investment.
SOURCES: MEXICO INDUSTRY, CLUSTER INDUSTRIAL
PRODENSA INSIGHTS
Entrepreneurship in Mexico: How Talent, Technology, and Ecosystems Are Shaping the Future
Entrepreneurship in Mexico is evolving beyond startups and innovation hubs—it’s becoming a structural driver of industrial growth. As talent pools deepen and technology adoption accelerates, new ecosystems are forming that connect manufacturing, services, and global markets.
This article explores how Mexican talent, digital capabilities, and collaborative ecosystems are creating scalable opportunities for companies looking to innovate, invest, and grow within North America’s reconfigured supply chains.
• How talent and technology are redefining entrepreneurship
• Why ecosystems matter more than isolated ventures
• What this means for long-term industrial competitiveness
2026 Predictions for Manufacturers in Mexico
As the USMCA review approaches and enforcement tightens, 2026 is shaping up to be a pivotal year for manufacturers operating in Mexico. The biggest shifts won’t come from new rules alone, but from how companies adapt their operations, compliance, and supply chains to a more demanding environment.
This article outlines the key predictions manufacturers should be planning for—from compliance becoming operational architecture to deeper regional integration and data-driven decision-making across North America.
