The review of the T-MEC has created uncertainty for companies in supply planning leading up to 2026, as they face challenges regarding commercial rules and tariffs.
The ongoing review of the Trade Agreement between Mexico, the United States, and Canada (T-MEC) has posed significant challenges for companies, particularly in logistics and supply chain planning. David Martínez Rojas, the director general of the Soy Logístico Association, highlighted the pressing issue of uncertainty that businesses face regarding potential tariffs and the future of the T-MEC itself. Companies are finding it increasingly difficult to forecast supply needs for the upcoming year due to this lack of clarity in trade regulations.
With the possibility of changing tariffs, companies cannot accurately estimate the final costs of their products, which complicates their strategic planning for efficiency and resource allocation. Rojas emphasized that demand planning traditionally requires at least a year's advance preparation, factoring in variables such as inflation, exchange rates, and consumer purchasing power. This uncertainty surrounding trade rules can lead to increased costs and potential disruptions in supply chains, jeopardizing the stability of various sectors dependent on consistent product availability.
The implications of these complications extend beyond just logistics firms; they may resonate throughout the economy if companies struggle to adapt to changing supply costs. The potential lack of clarity and reliability in the T-MEC agreements could hinder business growth and stability leading into 2026, prompting a need for legislative clarity and a more stable trading environment that can ensure consistent supply chains for businesses across North America.
