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Mexico Horses Around with Tariffs

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Released on Patreon on Dec 15, 2025
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Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track.

Because the US and Mexico are built like steady workhorses rather than fragile export show ponies, keeping their industrial supply chains bridled together lets them keep pace as demographic headwinds start to throw export-heavy models off their stride.

With NAFTA renegotiations cantering up in 2026, this move shows Mexico isn’t about to buck the system — it’s staying in the same stable, tightening the reins, and betting North America can outrun the field for the long haul.
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