Economists are weighing in on Mexico’s approach to U.S. tariffs.
Arlan Suderman with StoneX tells us that there is a reason Mexico has been so receptive to President Trump’s demands:
""I’ve been impressed with President Sheinbaum’s approach to President Trump. I felt like they would be able to work something out, and I felt like Trump set the tariff at 25%— Mexico really couldn’t afford, nor could they afford counter tariffs on our food-based commodities because of the food inflation that would create.”
Suderman says that Canada is a different story. Their political scene has been messy lately, leading to a delay in response.
“I think it’s going to take longer. I think they’re less organized right now and responding to it, and I think that’s going to take a little bit longer. Not as long as China, by any means. So I do think that we’ll move to an agreement at some point, maybe over the coming weeks, but it’s going to take longer than Mexico.”
The latest tariff delay only includes products covered under the USMCA. Potash imports from Canada were also adjusted down to 10%, which was welcomed news with planting season already underway in parts of the U.S.
While the agriculture industry hoped details on proposed “bridge” payments for farmers would be released this week, Ag Secretary Brook Rollins said the USDA is still working with the White House on the finer points.
December 03, 2025 01:36 PM
·
China’s renewed purchases signal improving sorghum demand at a time when export markets are otherwise uneven. Meanwhile, agriculture groups across the U.S, Canada, and Mexico want to protect close trade relations.
December 03, 2025 11:51 AM
·
December 02, 2025 06:08 PM
Pressure on grain storage capacity and stronger export positioning are pushing more grain onto railroads, highways, and river systems as logistics become a key bottleneck this fall.
December 01, 2025 05:09 PM
·
The Cotton-4 are pushing hard for new value chain investments. Still, many U.S. cotton producers face unsustainable losses, and weakened regional textile capacity threatens the survival of the Carolina “dirt-to-shirt” supply chain.
December 01, 2025 05:03 PM
·
Despite the need for swift action, many ag lawmakers and industry groups argue that farm aid alone will likely not be sufficient to help farmers without improved trade relations with China.
December 01, 2025 12:21 PM
·
