The 2026 USMCA Review: What China-Linked Supply Chains Should Watch

USTR announced the USMCA joint review scheduled for 1 July 2026 and later reported bilateral discussions with Mexico on rules of origin and economic security. ^{[1] [2]}

What is confirmed

The review process and the subjects discussed are confirmed by USTR. A final change to rules of origin, transshipment enforcement or treatment of Chinese inputs should not be described as settled until the parties publish the relevant measure.

Supply-chain controls

• Maintain bills of materials and production records.
• Document substantial transformation and origin calculations.
• Separate Mexican assembly from a claim of preferential origin.
• Monitor the review outcome before changing a long-term routing model.

Any enforcement or routing forecast should be labelled as analysis until a measure is published.