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   Source Material: America First Trade Policy Mexico Issues 35% Tariff on Textiles

Ver todos los episodios