# Weekly Pulse — July 31, 2026

> The 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.

Source: https://www.freightspot.com/en/resources/market-update/pulso-2026-07-31 · Updated: 2026-07-31 · Edition: Week of July 31 · Data as of: 2026-07-31 · Publisher: FreightSpot

## Key takeaways

- **A 90-day tariff truce with the US.** The July 31 Sheinbaum-Trump call postponed the 30% increase that was due August 1. Mind the fine print: the 25% on non-originating goods, 25% on autos and 50% on steel, aluminum and copper all stay — and USMCA-qualifying goods remain exempt. Origin certification is the variable that decides what you pay: [the full analysis](https://www.freightspot.com/en/blog/pausa-arancelaria-90-dias-mexico-eu-agosto-2026).
- **Manzanillo stopped for 19 hours.** A storm knocked out power to customs and damaged cranes at two terminals: ~5,000 trucks stranded, a ~63 km queue reaching Tecomán, and losses of ~USD 5.2 million per Canacar, the trucking chamber. If your supply chain runs through a single port, [the actionable lessons](https://www.freightspot.com/en/blog/colapso-puerto-manzanillo-julio-2026-lecciones).
- **The electronic value declaration (MVE) takes effect tomorrow.** *[Update, Jul 31: SAT and ANAM published a third extension (release 53-2026) — enforcement moves to October 1, 2026.]* Once it applies, the value declaration can only be transmitted through VUCEM, and without a folio there is no clearance — worth building your file now. [The step-by-step with official screenshots](https://www.freightspot.com/en/resources/help/como-hacer-manifestacion-de-valor).
- **Ocean freight logged its second straight weekly drop**: Drewry’s World Container Index fell 3% to **$4,255 per FEU**, driven by Asia–Europe and the Transpacific. Good moment to pull spot quotes and check your spread against the index.
- **In this week’s DOF**: the Economy Ministry published the notice for the sugar export quota to the US (Jul 31), and the peso closed with a FIX rate of **17.5133** (Jul 30).

## Indicators

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| Tariff pause | 90 days |  | 30% increase postponed · Jul 31 |
| Drewry WCI | $4,255 |  | USD/FEU · −3% weekly · Jul 30 |
| FIX exchange rate | $17.5133 |  | MXN/USD · Jul 30 · Banxico |

## Sources

- [CNN en Español — deal to suspend the tariff increase for 90 days (Jul 31)](https://cnnespanol.cnn.com/2025/07/31/eeuu/trump-sheinbaum-acuerdo-aranceles-90-dias-trax)
- [T21 — access roads to the port of Manzanillo collapse](https://t21.com.mx/colapsan-vialidades-para-ingresar-al-puerto-de-manzanillo/)
- [Drewry — World Container Index (Jul 30, 2026)](https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry)
- [DOF — notice for the sugar export quota to the US (Jul 31, 2026)](https://www.dof.gob.mx/nota_detalle.php?codigo=5795170&fecha=31-07-2026)
- [DOF — FIX exchange rate (Jul 30, 2026)](https://www.dof.gob.mx/nota_detalle.php?codigo=5795049&fecha=30-07-2026)
- [2026 foreign-trade rules (RGCE) — Eleventh Transitory (MVE deadline)](https://www.sat.gob.mx/minisitio/NormatividadRMFyRGCE/documentos2026/rgce/rgce/ReglasGeneralesComercioExteriorpara2026.pdf)

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