Commodities April 29, 2026 12:06 PM

Mexico Orders Federal Projects to Use Domestic Steel After U.S. Tariff Talks Stall

President Sheinbaum mandates Mexican-sourced steel for government purchases as tariff relief negotiations falter

By Sofia Navarro
Mexico Orders Federal Projects to Use Domestic Steel After U.S. Tariff Talks Stall

Mexico's president announced a rule requiring all federal public works to use steel produced by Mexican companies, after efforts to secure a deal to lift U.S. tariffs did not succeed. The move signals a public policy effort to reduce heavy economic reliance on the United States amid ongoing trade frictions and a review of the USMCA agreement.

Key Points

  • The Mexican government will require steel used in federal public works to be produced by Mexican companies.
  • The announcement follows failed efforts to secure an agreement to lift U.S. tariffs, which include a 50% tariff on steel and aluminum imposed last year.
  • Sectors affected include Mexican public infrastructure procurement, the domestic steel industry, and export-oriented industries such as automotive, which send over half of their exports to the U.S.

Mexico City, April 29 - President Claudia Sheinbaum said on Wednesday that the federal government will purchase steel manufactured by Mexican firms for use in all federal public works, following unsuccessful attempts to negotiate a removal of U.S. steel tariffs.

"The commitment we are making here is that the government’s purchases will be steel produced in Mexico," the president said during her daily morning press conference. The initiative represents one of the first overt government measures aimed at cutting the Mexican economy's substantial dependence on the United States.

Mexico has traditionally been cautious about steps that might upset its largest trading partner, which receives roughly 80% of Mexican exports. The announcement arrives as the USMCA trade agreement is under review. The United States, under measures introduced by former President Trump, imposed sweeping tariffs last year that included a 50% duty on steel and aluminum.

Mexican officials have argued that the U.S. tariffs are unfair in part because the United States runs a trade surplus with Mexico in steel and aluminum. Mexico's automotive and steel sectors send more than half of their exports to the U.S. market.

Mexico had sought a specific arrangement to ease the impact of the U.S. duties. One proposal discussed would permit a defined volume of steel from Mexico to enter the United States duty-free or at a reduced rate, while shipments above that quota would face the full 50% tariff. However, last week U.S. Trade Representative Jamieson Greer told Mexico's auto and steel industries during a visit to the country that they should not expect the USMCA review to remove these tariffs on their sectors.

Sheinbaum's decision to require Mexican-produced steel for federal projects is a direct policy response to the lack of progress in talks aimed at securing tariff relief. The measure explicitly ties a portion of government procurement to domestic production, an approach that signals a shift toward using public spending to support local industry.

Details beyond the president's statement - such as implementation timelines, certification procedures for qualifying Mexican producers, or the potential effects on procurement costs - were not provided in the announcement. The available information does not outline how the policy will interact with existing contracts or with industries that rely heavily on exports to the United States.


Context

President Sheinbaum made the announcement amid broader trade tensions and a formal review of the USMCA. The policy follows unsuccessful attempts to reach a negotiated settlement that would lift or ease the U.S. tariffs applied to Mexican steel and aluminum.

Risks

  • Uncertainty over implementation details - the president's announcement did not specify timelines, certification processes, or how existing contracts will be handled, which could affect public works delivery and procurement planning.
  • Potential trade friction - with no agreement to lift U.S. tariffs and U.S. officials indicating the USMCA review will not remove these duties for steel and autos, Mexican exporters in the steel and automotive sectors face ongoing tariff exposure.

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