# Why Steel Tariffs Are Boosting Mexican Manufacturing in 2026

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-12T05:51:57+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0109.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0109.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026
Duration seconds: 456

## Resource

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how steel tariffs are reshaping manufacturing in Mexico. With the US trade deficit widening and the dollar weakening, Mexican industrial output is surging as factories relocate from Asia. We look at the data behind the EWZ ETF's recent gains and explain why steel tariffs are arguably the most consequential trade policy of 2026 so far. #SteelTariffs #MexicoManufacturing #TradeWar #USMCA #Nearshoring #EWZ #IndustrialPolicy #Steel #GlobalSupplyChains #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast #Tariffs #Manufacturing #MexicoEconomy #Reshoring #2026 Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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