The tariffs imposed by Donadal Trump direct directly to the manufacturing and automotive economy and industry established in Chihuahua, Coahuila, Nuevo León, Baja California, Tamaulipas, Guanajuato, Sonora and Jalisco, warns the laboratory of analysis in commerce, economy and business (launch) of the UNAM.
“Donald Trump’s announcement on the imposition of new tariffs to Mexico will affect the Mexican economy in 6.7 percent of the gross domestic product, especially in the sectors most dependent on trade with the United States,” reveals José Ignacio Martínez Cortés, Lancen coordinator .
According to the UNAM researcher, the direct impact of this measure was reflected in a reduction in exports and, therefore, in a contraction of labor demand, accentuating the vulnerability of workers who are already in a situation of precariousness.
On February 1, 2025, the president of the United States, Donald Trump, signed the executive orders for which the promised 25 percent tariffs for the goods of Mexico and Canada enter Tuesday (with the exception of the Canadian oil , which will have only 10 percent) and 10 percent for China.
Since his particular residence of Mar-A-Lago in Florida, the president made a promise announced repeatedly and that can unleash a commercial war.
“It is not with the imposition of tariffs that problems are solved, but speaking and dialoguing how we did in recent weeks with its State Department to address the phenomenon of migration,” said Claudia Sheinbaum, Pardo President of Mexico, who He rejected the measures imposed by Donald Trump and replied with mirror measures.
“He instructed the Secretary of Economy to implement Plan B that we have been working on, which includes tariff and non -tariff measures in defense of Mexico’s interests,” said the president.
“I want to talk to the Americans: this is a decision that we do not make, but that it will have many consequences for you, because I have constantly said that if you attack Canada, your businesses will be put at risk,” said Justin Trudeau, Prime Minister from Canada.
“This decision will have consequences for the people of America: it will put jobs at risk, it will raise prices for you and violate the treaty that we have between the three countries (Mexico, the United States and Canada), but it does not have to be so,” said the Representative of Canada, who also applied tariffs to several Made in USA products.
In 2024, Mexico registered total exports for a value of 617,099.6 million dollars, of which 518 thousand 733.9 million dollars (84.06 percent), were addressed to the United States, underlining the strong commercial dependence, expresses the professor of the Relations Center Internationals from UNAM.
Today, Mexico’s exports to the United States represent 28.91 percent of the country’s domestic product, he said.
He added that the Mexican automotive industry, one of the most dynamic sectors of the economy, represented 28.25 percent of total exports to the United States, meaning 146 thousand 542 million dollars.
“This sector is key to the commercial balance between the two countries, reaffirming the role of Mexico as one of the main suppliers of vehicles and auto parts worldwide, especially within the framework of the treaty between Mexico, the United States and Canada (TMEC),” express.
The entities that will be most affected by US tariffs towards manufacturing exports are Chihuahua (with 14.5 percent), Coahuila (with 12.3 percent), Nuevo León (11.0 with percent), Baja California (with 10.4 percent) , Tamaulipas (with 6.8 percent) and Guanajuato (with 6.4 percent), he said.
To impose tariffs on transport equipment, which represent 39.4 of the total value of exports, the affected states would be Coahuila (20.9 percent), Guanajuato (11.7 percent), Nuevo León (9.3 percent), Chihuahua (8.3 percent ), Puebla (7.4 percent) and San Luis Potosí (6.5 percent), together concentrating 64.1 percent of the total value of these exports.
To be imposed tariffs on computer equipment, communication, measurement and other electronic equipment, the main affected export states would be Chihuahua (41.8 percent), Baja California (18.7 percent), Jalisco (15.4 percent), Tamaulipas (8.8 by one hundred) and Nuevo León (6.3 percent), which in total represent 91 percent of these exports.
On the other hand, the states harmed by tariffs on exports of accessories, electrical appliances and electricity generation equipment would be: Nuevo León (31.3 percent), Chihuahua (13.1 percent), Tamaulipas (11.2 percent), Baja California (9.3 percent) and Coahuila (7.3 percent), which total 72.2 percent of the exports of this subsector.
If export tariff tariffs of the oil and gas extraction subsector, the injured states would be Campeche (55.6 percent), Tabasco (38 percent), Veracruz (4.3 percent), Chiapas (1.5 percent) and Tamaulipas (0.5 by hundred).
Likewise, tariffs to agricultural products will harm Michoacán (28.9 percent), Baja California (10.7 percent), Jalisco (9.9 percent), Sinaloa (9.1 percent), Sonora (5.6 percent) and Chihuahua (5.0 percent ), adding 69.2 percent of the total.
The imposition of tariffs would also be impacting regional economic activity impacting on the north, which is the region with the greatest manufacturing dynamism exporter
To a lesser extent in the southern-southeast region, since they only participate in 0.09 percent exported to the United States, but they would have a reduction in monetary expenditure since 81.3 percent of their labor income depends on remittances from the American Union
Growth in the north and in the central regions is mainly driven by the expansion of industrial export activities.
Agricultural export production is generated mainly in the central regions, he concluded.
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