Sheinbaum Second Report Today: Record FDI Headline Meets US Screening Pressure
MEXICO · POLITICS Key Facts —The day: President Claudia Sheinbaum delivers her second annual report (Segundo Informe) today, 1 September, closing a nationwide tour at Mexico City’s Zócalo. —The headline number: The government is expected to lead with record foreign direct investment of US$34.97 billion in the first half of 2026. —The caveat: Central-bank based […] The post Sheinbaum Second Report…
Mexico's President Claudia Sheinbaum is set to unveil her second annual report today, highlighting a record foreign direct investment (FDI) figure of US$34.97 billion for the first half of 2026. However, the central bank measures show a net FDI figure of US$24.81 billion, down 11.7 percent year-on-year, creating a discrepancy between the two measurement methods.
The US is pressuring Mexico to implement a national-security investment screening regime as part of the USMCA review, which could potentially curb Chinese capital from entering the country. This push comes amid a decline in Chinese vehicle imports, down 31 percent in the first half of 2026 following a 50 percent tariff increase on non-FTA cars.
The Sheinbaum report arrives amidst these developments, with the president facing questions about the relationship between China and Mexico.
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