The board moves: Morena plays its card against tariffs
The play is clear. Faced with the announcement of new tariffs by the United States, the party in power does not sit idly by. Senator Guadalupe Chavira said it bluntly: it is time to strengthen the internal regulatory framework to protect the economy.
“Congress cannot remain immobile in the face of the US government’s trade decisions,” said Chavira.
What is the specific plan?
The strategy has two legs. First, a forum called “Infrastructure for Wellbeing” where changes to the rules of the game for investment will be analyzed, including greater private participation in key areas.
Second, a bill presented by deputy Alfonso Ramírez Cuéllar that seeks to create the General Law of Infrastructure for Well-being. There, models such as Public-Private Partnerships and mixed contracts will be reviewed.
All of this is directly connected to the mega investment plan presented by Claudia Sheinbaum: 5.6 trillion pesos between 2026 and 2030 for energy, trains, roads, ports and more.
An initial investment equivalent to 2% of GDP is already planned for this year. The stated goal is simple but ambitious: update the rules to incentivize projects that generate “shared prosperity.”
In political theater, every crisis is an opportunity in disguise. Morena seems to have decided that external commercial pressure is the perfect time to push internal changes that he has been cooking for some time.
The message between the lines is clear: if they hinder us outside, we strengthen ourselves inside. The question that remains hanging in the air is whether these reforms will really shield the country or simply change the rules of the economic game.
