MexMoves – Détails, épisodes et analyse

This week on MexMoves, we speak with Roberto Rocha and Germán Losada, Co-Founders of VEMO, the Riverstone-backed Mexican clean mobility startup, about their recent US$250 million equity raise and the company’s rapid growth in EV leasing and infrastructure. We also ask about the threat to VEMO of increased tariffs on Chinese EV imports — subsequently confirmed.

René Lankenau of Whitepaper breaks down Grupo Herdez’s spin-off of Nutrisa and the US$750 million sale of part of its McCormick joint venture — moves that are reshaping one of Mexico’s most iconic food groups.

Ricardo Kumar Dadoo of Clarendon Group explains how US/Mexico cross-border transport and logistics networks are holding up under Trump’s new trade and immigration regime.

We also cover FEMSA’s new CEO, the Aeroméxico–Delta joint venture facing U.S. regulatory pushback, and take a closer look at the motives behind Mexico’s move from Free Trade Bastion to Fortress North America, via the planned big hike in tariffs on Chinese imports.

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This week on MexMoves we interview Sigfried Eisennmeier from DiDi on the company’s remarkable expansion in Mexico, with context from Whitepaper’s Daniela Dib.  Eduardo and Damian look into Klar’s acquisition of Banorte’s digital bank Bineo, the upcoming Esentia Energy IPO, and Mexico’s decision to impose tariffs of up to 50% on imports from countries without free trade agreements such as China and Korea. We also unpack the 2026 budget, which raises taxes on soft drinks, cigarettes, and gambling but avoids structural tax reform, keeping the deficit at around 4% of GDP while Pemex debt grows off balance sheet. Finally, we discuss Amazon’s new US$25 million convertible note investment in Rappi, which could give it up to a 12% stake in the Colombian delivery company. Don’t forget to comment and rate the podcast to help spread the word and grow the audience.

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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.

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This week, we speak with Ricardo Cacho at top Mexican law firm Von Wobeser y Sierra to unpack the fallout from U.S. sanctions on CI Banco, Intercam, and Vector. Plus: More News from FIntechs Klar, Plata, and Nu; BYD freezing Mexico plans Giant Motors’ JAC Mexico EV bet, and Mexico’s cargo theft crisis.

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Dollar stores are gaining ground in Mexico’s retail landscape — and the latest player is JOi Dollar Plus, a Canadian venture tapping into the growing demand for single-price items. We speak exclusively with Rahim Bhaloo, the founder and executive president behind the brand. Also in this episode: the U.S. Treasury Department accuses three Mexican financial institutions of involvement in money laundering linked to fentanyl trafficking. We break down the implications for the banking sector and cross-border relations. Plus: signs of a potential U.S.-Mexico tariff deal on steel and aluminum, and major changes in Mexico’s sports television landscape.

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Mexico’s energy demand is rising fast — but will recent regulatory changes be enough to reignite investor interest? We speak exclusively with César Hernández, former Deputy Electricity Minister, and José Antonio Aguilar, founder and managing partner of wind-power company Vive Energía, to assess the sector’s prospects. Also on the show: one large new Fibra has already just listed (FIEMEX), another (Fibra Next) is preparing to follow, and regulators hit the country’s largest mobile operator with a major fine.

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How can Mexico close its yawning education gap? We speak exclusively with Aurelio Nuño, ex-Education Minister, and Juan Rebolledo of Lotus Education,to explore what’s at stake and what can be done. Then: GM pivots future production from Mexico to US; Heineken Mexico talks up investment plans; and Hispanics in US pull back

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This week on MexMoves, we sit down with Leandro Cuccioli, SVP of Mercado Libre, for an exclusive look at how Latin America’s e-commerce giant plans to keep growing in Mexico — across e-commerce, logistics, and finance. We also dive into: a sharp drop in April remittances and a surge in crypto-powered transfers; Infra REIT Xinfra’s $270M raise to expand into power; mounting trouble at SOFOM Préstamo Feliz; the quiet rise of Canadian dollar store PesoRama in Mexico City; and baseball’s growing popularity in Mexico.

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On this episode of MexMoves, we look at what’s in store for Mexico’s economy in the second half of 2025 with Miriam Acuña from GBM. Andrés Benavides, founder of Cometa, shares how edtech can help Mexico’s private schools improve operations & collections, and focus on teaching. We also break down the top stock market winners and losers of 1H25, why U.S. fintechs are doubling down on microloans in Mexico, and Liverpool’s strategic bet on Nordstrom.

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This week, we sit down with Dr. Andrey Zarur, CEO and founder of Boston-based GreenLight Biosciences — maybe Mexico’s most accomplished scientist turned entrepreneur. We explore how his company is applying biotechnology to Mexican agriculture to boost productivity and food security sustainably, and why he believes Mexico has the potential to become a pharmaceutical powerhouse.

Also in this episode:
Potential Nissan Mexican plant closures; what the government and lawyers are saying about Mexico’s foreign investment outlook, and the latest on the U.S. remittance tax proposal stirring debate in Washington.

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