30. AmCham’s Carlos García on USMCA Outlook; Raúl Livas on Pemex Rescue, plus AT&T’s Rumored Exit, Walmex CEO Change, MELI’s Strong Mexico Results and more
We interview Carlos García, President of AmCham México, to discuss the current state of U.S.–Mexico business relations heading into the critical 2026 USMCA review. We also speak with Raúl Livas, former COO of Pemex, who breaks down the government’s new rescue plan for the struggling oil giant. In the headlines: AT&T is said to be looking to exit Mexico after sinking over $10 billion into its mobile business. Meanwhile, MercadoLibre posts a strong rebound in Mexico during Q2, Walmex makes a surprise CEO change, and remittances dropTry Whitepaper 30 days freeBuy your Whitepaper merch here
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29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again
This week on MexMoves, we talk with Gerardo Lozoya of Alsea to explore what’s driving the restaurant group’s strong momentum — and how it plans to grow Chipotle in Mexico, now as its local operator. We also break down strong 2Q GDP figures; Live Nation’s $646M additional investment in OCESA, its majority-owned live entertainment arm in Mexico; Liverpool’s Nordstrom strategy; ASUR’s U.S. airport pivot, and Nemak’s bet on EV with a a big new global acquisition. Plus: Trump’s 90-day tariff deal delay, again — and the jaw-dropping $400M scam that ensnared Ricardo Salinas Pliego.Try Whitepaper 30 days freeBuy your Whitepaper merch here
We chat with Eduardo Verboonen Khoury, Co-President of Hospitales MAC, one of Mexico’s fastest-growing private hospital groups. He shares how rising middle-class demand, under-resourced public healthcare, growing U.S. medical tourism, and underserved regional cities are fueling the expansion of private hospitals in Mexico.Plus, we break down the Fibra NEXT IPO, Iberdrola’s rumored exit, Pemex’s refinancing, 2Q corporate earnings, and how tariffs are already hitting the Mexico operations of Nissan, GM, and StellantisVisit ArkhamTry Whitepaper 30 days freeBuy your Whitepaper merch here
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27. Mexico’s AI Moment, More Tariff Turmoil, and Gentrification Fights in CDMX
This week we discuss AI adoption in Mexico with Julián López Portillo, CEO of Senzai, and Mauricio Sepúlveda, CEO of Arkham Technologies—two tech founders shaping the future of AI in the region. On the sports front, we evaluate the Liga MX ownership changes, including Querétaro FC’s sale to U.S.-based Innovatio Capital and Atlas FC’s pending divestment, as FIFA cracks down on multiple team ownership. We evaluate the impact of Trump’s latest tariff threats and the new duties on Mexican tomato exports to the U.S. Finally, we look at the recent gentrification protests in Mexico City and what if anything they mean for tourism in the City ahead of the 2026 World Cup.Try Whitepaper 30 days freeBuy your Whitepaper merch here
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26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps
This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you think. From a 10% peso rally to GDP estimates nudging up and cooling rates, Casillas breaks down the drivers — and what could come next. Plus: delays in US sanctions on three banks, lithium letdowns, Mercado Pago’s new app, cartel-fueled fuel fraud, and Cancun’s tourist troubles.Buy your Whitepaper merch hereTry Whitepaper 30 days free
Each week, Damian Fraser and Eduardo García dissect Mexico’s most important business stories with global impact—and bring on a guest to explore a subject the headlines missed
México