USMCA renewal risk becoming an active North American manufacturing concern

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Lear reported that the July 2026 joint review did not extend USMCA, creating annual reviews and a potential path to expiration. Ribbon newly warned that nonrenewal could affect products imported from its Mexican contract manufacturer, while Colgate shifted its description from a potential renegotiation to an ongoing process. The risk is moving from distant policy uncertainty toward a concrete sourcing and cost issue.

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