EventREGULATION2026-07-01
REGULATION: USMCA review opens a new period of sourcing uncertainty
The United States, Mexico and Canada have entered the formal six-year USMCA review process. Proposed changes—particularly around automotive rules of origin and domestic-content thresholds—could alter sourcing economics and investment decisions across integrated North American supply networks, while existing rules remain in force during negotiations.
The Dataleo angle
The immediate planning requirement is not to predict the final treaty text but to model alternative origin-rule and tariff scenarios. The affected decisions are sourcing, network investment and product-cost planning. Value depends on bill-of-material origin data, supplier-country traceability and the ability to recalculate landed cost. The failure mode is prematurely restructuring the network around negotiating positions that may never become enforceable rules.