Mexico-US trade negotiations on aluminum tariffs have been delayed, with the fourth round of formal talks now scheduled for October 2026. According to Luis Rosendo Gutierrez, Mexico's deputy economy minister for foreign trade, the postponement resulted from scheduling conflicts, including Chinese President Xi Jinping's planned visit to the United States and the upcoming G20 summit. However, technical discussions between Mexico and the US Trade Representative's Office (USTR) continue on a daily basis, Gutierrez stated.
Aluminum tariff reduction remains a top priority for Mexico in the broader bilateral trade negotiations. Gutierrez identified Section 232 tariffs on aluminum, steel, and automobiles as key areas where Mexico seeks relief. The discussions aim to achieve an interim bilateral agreement that could provide Mexico with tariff relief while addressing US demands regarding automotive content and Chinese investment in the region.
The scope of negotiations has expanded significantly, growing from an initial 54 issues to nearly 90 items under discussion. Gutierrez characterized this expansion as part of the natural progression toward addressing more complex areas, including regulation of digital platforms. The history of US tariffs on Mexican aluminum reveals considerable volatility.
In March 2025, the US reimposed a 25 percent Section 232 tariff on aluminum imports from Mexico, terminating previous preferential treatment arrangements. Mexico opposed this decision and considered retaliatory measures while maintaining dialogue with Washington. In June 2025, the US further escalated by doubling the aluminum tariff to 50 percent, placing additional pressure on Mexican exporters and disrupting North American supply chains.
Mexico has consistently sought tariff relief throughout these negotiations. Rules of origin remain a critical issue in the Mexico-US trade discussions, particularly regarding products incorporating components sourced outside North America. The US is pushing for increased regional sourcing of parts, while Mexico seeks to maintain access to the US market and prevent disruptions to its supply chains.
Steel, aluminum, and automobiles were among the products discussed during talks in July, with the broader negotiation agenda encompassing economic security, labor, and agriculture. In a separate development, Mexico has implemented a five-year anti-dumping duty of 1,580 dollars per metric ton on certain aluminum bars, rods, and profiles originating from China. Technical discussions between the two countries are expected to continue until the fourth round of formal negotiations convenes in October.
Source: AlCircle.com
Source: alcircle.com