Mexico is becoming deeply integrated into the US high-tech supply chain for AI servers and electronics, while Canada's traditional exports like autos and metals face rising US protectionism. This accelerating structural divergence is reshaping North American trade dynamics under the USMCA.
The primary danger for businesses under the revised USMCA is not its sudden termination but the chronic uncertainty created by the new annual review process. This state of perpetual negotiation hinders long-term investment decisions regarding tariffs and sector-specific rules.