Mexico’s customs revenue fell 13% YoY in Jan–Feb 2026 to $11.49B amid tariff-driven shifts, while Canada’s imports surged 8.4% to $72.1B and the U.S. trade deficit with Mexico widened by $4.1B to $16.8B. Data shows companies are restructuring—not halting—cross-border trade: reclassifying goods, adjusting declared values, and rerouting freight. Arvato launched a 270,000-sq-ft logistics hub in Denton, TX to support AI infrastructure growth.
According to www.freightwaves.com, Mexico’s customs revenue fell 13% year over year in real terms for January–February 2026, totaling $11.49 billion, even as trade volumes remained relatively stable — signaling tariff and currency pressures are reshaping, not halting, North American freight flows.
Mexico’s Border Customs Under Pressure
Mexico’s National Customs Agency (ANAM) reported that VAT collected on imports dropped 22.6%, while import duty revenue declined 7%. Land border customs revenue fell 18.2%, and the declared value of goods handled at border crossings dropped 8.1% year over year. Border customs declarations also fell 6.1%, reflecting softer activity at key gateways including Nuevo Laredo, Tijuana, and Ciudad Juárez. The Mexican peso strengthened 15.7% year over year in February, reducing the peso-denominated tax base for duties and VAT.
Canada’s Import Surge and Widening Deficit
Canada’s February 2026 imports surged 8.4% to $72.1 billion, while exports rose 6.4%, widening the trade deficit to $5.7 billion — the largest since August, according to Statistics Canada. Imports from the U.S. jumped 13.6%, driven by gold and motor vehicles; imports of metals, vehicles, and industrial goods reached record highs — consistent with tariff-anticipatory sourcing behavior.
U.S. Trade Deficit Widens Across Key Partners
The U.S. goods and services trade deficit widened to $57.3 billion in February, per the U.S. Bureau of Economic Analysis. Imports rose $15.2 billion, while exports increased $12.6 billion. The U.S. trade deficit with Mexico alone grew by $4.1 billion to $16.8 billion, as imports from Mexico increased and U.S. exports to Mexico declined.
Supply Chain Restructuring, Not Retreat
- Mexico’s falling customs revenue despite stable freight volumes indicates companies are reclassifying goods, shifting sourcing, or rerouting shipments to reduce tariff exposure.
- Canada’s record import surge — especially in metals and autos — aligns with documented patterns of front-loading and transshipment during trade policy uncertainty.
- The U.S. deficit expansion with Mexico reflects ongoing nearshoring momentum: total U.S. imports from Mexico hit $42.3 billion in February, up 9.2% year over year (BEA data cited in FreightWaves follow-up reporting).
Arvato Expands Texas Logistics Infrastructure
Supply chain provider Arvato opened a new logistics hub in Denton, Texas, featuring 270,000 square feet of space — with 150,000 square feet initially operational. Located in the Dallas–Fort Worth metroplex, the facility has direct access to Interstate 35 and is 30 minutes from Dallas/Fort Worth International Airport. It supports AI and data center hardware logistics, including high-security warehousing and white-glove deliveries to active and under-construction facilities.
Source: FreightWaves
Compiled from international media by the SCI.AI editorial team.
