The recent implementation of new tariffs on textile imports in Mexico will have substantial effects on the country's logistics chain, with repercussions on transportation, customs, and warehousing costs. These changes, which are intended to protect Mexico's domestic industry, will increase operating costs, affecting both logistics companies and end consumers.

The implementation of new tariffs on textiles represents a structural change for logistics in Mexico. Companies face the challenge of adapting their processes in an environment where operating costs will increase significantly. This involves redesigning transportation routes, training personnel in more complex customs procedures, and optimizing supply chains to reduce the financial impact on end consumers and businesses.

The main monetary and operating effects of this measure are presented below:

1. Increase in Import Costs.

The decree establishes a temporary increase of up to 35% in tariffs on apparel products and 15% on textiles. This will directly impact the cost of textile imports. According to industry estimates, this could raise the cost of importing textile products by up to US$1.5 billion annually, affecting more than US$10 billion in annual textile trade that Mexico receives from abroad.

2. Increased Logistics Costs and Transportation Rates

The increase in tariffs will also be reflected in the costs associated with transporting goods across borders. Transportation rates, especially those involving customs clearance, could increase by 5% to 10% due to additional paperwork and longer waiting times at border points. It is estimated that this increase could generate an annual cost overrun of US$500 million for transportation and distribution companies.

3. Increased Complexity in Customs Procedures

 Companies that must carry out additional procedures or submit extra documentation could incur additional costs of close to US$100 million per year, due to the need to hire specialized personnel and outsource some customs processes.

4. Delivery Time Delays and Additional Costs

New restrictions and adjustments to import routes will affect delivery times. Transit times are expected to increase, especially for products from markets not favored by trade agreements. This change may result in a cost overrun of US$200 million in additional operating costs due to delays and the need to adjust logistics routes.

5. Impact on Demand for Warehousing and Distribution Space

The increase in tariffs will also result in logistics companies having to store larger quantities of domestic products or products from suppliers not affected by the new restrictions. It is estimated that the demand for warehousing space could increase by 20%, which would translate into an additional cost of US$150 million per year for companies operating in the logistics sector.

6. Adjustments in Inventory Planning

Companies will need to adjust their inventory strategies to mitigate the impact of the new tariffs. This could include purchasing products in advance of the tariffs taking effect, which in turn would increase inventory and logistics costs. Estimates indicate that increased inventories could generate an increase in warehousing costs of $50 million annually.

In an environment where transit times and transportation costs are on the rise due to tariff changes, logistics companies must respond with innovation and resilience. Incorporating technological solutions such as warehouse automation and predictive analytics systems to plan inventories is becoming an indispensable strategy to face market pressures and ensure the sustainability of operations.