Monthly report
The Mexican market report
Freight, ports, border crossings, customs and the exchange rate. What actually moves your costs — sources in plain sight, no filler.
Current editionData as of September 30, 2026
Mexico Logistics Market Report — September 2026
September close: WCI flat ($4,434 on Oct 1) with the Transpacific propped up by blank sailings, no September EAX for Asia–Mexico yet (August $6,415), Pacific ports carrying the growth while Manzanillo jams on land, the MVE pushed to Oct 31 with a regime-by-regime calendar, and the peso down 6.2%. What changes your Q4.
- Drewry WCI (global)
- $4,434−1%
- Shanghai → LA
- $7,835+1.6% vs Sep 17
- EAX Asia–Mexico (Aug)
- $6,415+21.4% MoM
- FIX exchange rate
- $18.0692+6.2% in Sep
USD/FEU · Oct 1 · vs Aug 27
USD/FEU · Oct 1 · Drewry
USD/FEU · latest print · Sep pending
MXN/USD · Sep 30 · Banxico
What every edition covers
OceanWCI flat for the month; Transpacific held on blank sailings and Golden Week opened October lower.
Mexican portsThe Pacific carries the growth; the month’s bottleneck was landside, not at the berth.
AirAir firm all month; the risk is fuel cost, not space.
Trucking & cross-borderTwo new Laredo windows, both pilots; the weekday bottleneck for laden freight is unchanged.
Customs & regulationThe MVE did not start Oct 1: transition to Oct 31 and a regime-by-regime calendar to Jan 15, 2027.
Trade & macroThe peso lost 6.2% in the month and USMCA ended September with no round and no deals.
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The month’s indicators, what changed at customs and what to do about it — sources included. One email, no spam, one-click unsubscribe.
Weekly pulse
What changed each week in the Federal Register, in freight and in the exchange rate. Two minutes.
Week of October 26Weekly Pulse — October 26, 2026Freight and the dollar rose again, Manzanillo closed for the second time in a week and the customs reform is now in the DOF, five days before the MVE transition ends.Week of October 19Weekly Pulse — October 19, 2026Manzanillo is back in operation after Simón, but importing got more expensive elsewhere. Ocean freight rebounded, the peso posted its sixth straight weekly loss, and the Senate approved the customs reform that toughens seizures for undervaluation.Week of October 12Weekly Pulse — October 12, 2026Hurricane Simón halted Manzanillo over the weekend and the peso posted its fifth straight weekly loss. Ocean freight keeps easing, but this week the cost sits in rescheduled appointments and the exchange rate.Week of October 5Weekly Pulse — October 5, 2026SAT extended the MVE to October 31 and phases it in by regime, while the peso closed its worst week since March. Freight eases mid-Golden Week: the relief is on the calendar, but the peso cost is already here.Week of September 28Weekly Pulse — September 28, 2026WCI eases to $4,468 ahead of Golden Week, the FIX jumps to 17.71, Manzanillo’s CRT test stalls in confusion, and the electronic value declaration has three days left. What moves your operation, in two minutes.Week of September 21Weekly Pulse — September 21, 2026Golden Week tightens capacity, the FIX moves to 17.25, Manzanillo keeps absorbing Asia volume, and the electronic value declaration enters its final week. What moves your operation, in two minutes.Week of September 17Weekly Pulse — September 17, 2026Transpacific climbing into Golden Week, Manzanillo stuck on land (not at berth), and the electronic value declaration two weeks out. What moves your operation this week, in two minutes.Week of July 31Weekly Pulse — July 31, 2026The US postponed the 30% tariff for 90 days, a storm shut down Manzanillo for 19 hours, and the electronic value declaration got a last-minute third extension. The densest week of the year, in two minutes.Week of July 28Weekly Pulse — July 28, 2026The value declaration goes live Saturday, Mexico’s Economy Ministry opened two import proceedings, and the peso held steady. What changed this week, in two minutes.