USD/MXN · FIX
Today N/E noon$16.9852
+0.0097vs prior day
Official · Banxico SIE · September 2, 2026
OCL CargoCarrier briefing · Mexico and the MX–U.S. crossing
As of Thursday September 3, 2026 · 08:30
OCL Cargo · Thursday September 3, 2026 · 08:30 · Editorial interpretation by OCL Cargo using public data. Not financial, tax, investment, or dispatch advice.
The CEO read
September 3, 2026
Thursday 3 September. The national PI liter is $27.02 at 08:00, unchanged vs Wednesday, and 81.50% IEPS expires tomorrow Friday: put a fuel clause in place before you cost 5–11. Today FIX is still N/E until 12:00; the last set print is $16.9852 from 2 September. Finance settles obligations at $16.9755, four centavos under yesterday. World Trade opened at 5 minutes on the CBP feed (08:25 capture); the typical range is still 30–45, do not dispatch on last night’s 45. Cass 0.983 and heavy-vehicle retail 3,043 did not move: the American backhaul does not cheapen.
Editorial interpretation by OCL Cargo using public data. Not financial, tax, investment, or dispatch advice.
A briefing that mixes this morning FIX with a July port cycle without saying so lies by layout. Here is the split by the age of the print, not by when we happened to look at it.
From today
5
fields
From this week
4
fields
From this month
4
fields
Older
1
fields
| Field | Cadence | How it arrives | Print in force | Block |
|---|---|---|---|---|
| USD/MXN · FIX set todayBanxico SIE | Every business day | Keyed API | Sep 2 | 1 · Market |
| USD/MXN · for paymentsBanxico · obligaciones en dólares | Every business day | Typed by hand | Sep 3 | 1 · Market |
| 28-day TIIEBanxico SIE | Every business day | Keyed API | Sep 3 | 1 · Market |
| National pump dieselPETROIntelligence | Every business day | Typed by hand | Sep 3 | 2 · Prices |
| Commercial-lane border waitCBP Border Wait Times | Every business day | Open feed | Sep 3 | 5 · Constraints |
| Diesel IEPS stimulusDOF · acuerdo semanal SHCP | Weekly | Typed by hand | Aug 28 | 2 · Prices |
| U.S. and Gulf Coast dieselEIA · Gasoline and Diesel Fuel Update | Weekly | Keyed API | Aug 31 | 2 · Prices |
| CPI and transport componentINEGI · INPC | Fortnightly | Typed by hand | Aug 24 | 2 · Prices |
| IMEF manufacturingIMEF | Monthly | Typed by hand | Sep 1 | 3 · Demand |
| Cass shipments and linehaulCass Information Systems | Monthly | Typed by hand | Aug 14 | 3 · Demand |
| Heavy retail and wholesaleINEGI RAIAVP / ANPACT | Monthly | Typed by hand | Aug 11 | 4 · Supply |
| Truck cycle in portsITPAP, vía T21 | Monthly | Typed by hand | Aug 31 | 5 · Constraints |
| Cargo theft by stateSESNSP · incidencia delictiva | Monthly | Typed by hand | Aug 23 | 5 · Constraints |
| C9 tolls by corridorCAPUFE / FONADIN | By event | Typed by hand | Apr 13 | 2 · Prices |
Automation
Today the daily fields are typed by hand each morning on the America/Mexico_City cut. The script already exists and queries Banxico SIE, EIA, and the open CBP feed, but it only writes a proposal file: if a query fails the field is marked “check” instead of keeping yesterday value under today date.
npm run indicadores:daily
BANXICO_SIE_TOKEN · FIX · TIIE 28 · tasa objetivoEIA_API_KEY · Diésel EE.UU. y Costa del Golfo1 · Market
Why this hits your P&L
If you only have two minutes, read this: the four figures that move today quote plus the month-versus-month board. The four blocks that follow explain these lines, they do not repeat them.
USD/MXN · FIX
Today N/E noon$16.9852
+0.0097vs prior day
Official · Banxico SIE · September 2, 2026
National diesel
$27 cap$27.02
sin cambiovs prior day
Market · PETROIntelligence · September 3, 2026
Diesel IEPS stimulus
Expires Friday81.50%
-1.09 ppvs prior week
Official · DOF · August 28, 2026
Laredo crossing · World Trade
45-min threshold30–45 min
rango típicovs prior day
Market · CBP · typical ranges · September 3, 2026
Month vs month
Latest print, prior month, delta, and a three-word read. Only families with a published prior. If there is no series, we say so.
| Indicator | Latest | Prior month | Δ | Read |
|---|---|---|---|---|
| Cass shipments · U.S.July 2026 · Cass Information Systems | 0.983 | 1.009June | −2.6% | U.S. volume down |
| Cass linehaul · U.S.July 2026 · Cass Information Systems | 152.9 | 149.4June | +2.3% | U.S. rate up1 |
| IMEF manufacturingAugust 2026 · IMEF | 49.7 | 49.7July rev. | 0.0 | Still below 502 |
| Heavy vehicles · retailJuly 2026 · INEGI RAIAVP / ANPACT | 3,043 u | 3,194 uJune | −4.7% | Fewer new trucks3 |
| Heavy vehicles · wholesaleJuly 2026 · INEGI RAIAVP / ANPACT | 2,590 u | 3,278 uJune | −21.0% | Plant-to-lot down4 |
| ITPAP national cycleJuly 2026 · ITPAP, vía T21 | 11 h 50 | 6 h 34June | +80% | Port doubled5 |
Table notes
Prices has no row here on purpose: diesel moves daily, IEPS every Friday, and FIX every business day. A “month vs month” for those three would be an average nobody publishes. Their honest comparison lives in block 2.
2 · Prices
Why this hits your P&L
Diesel, IEPS, FX, and tolls are the part of your cost that moves without warning. IEPS changes every Friday and FIX every business day: if your contract does not reprice at that frequency, you are absorbing the volatility, not your customer.
Weekly · $7.3634 per-liter quota
| Period | Quota you pay | Stimulus Hacienda absorbs | Total | Published stimulus |
|---|---|---|---|---|
| 18 jul | 3.63 | 3.73 | 7.36 | 50.64% |
| 25 jul | 2.09 | 5.27 | 7.36 | 71.58% |
| 1 ago | 1.77 | 5.59 | 7.36 | 75.90% |
| 8 ago | 2.58 | 4.78 | 7.36 | 64.96% |
| 15 ago | 2.28 | 5.09 | 7.36 | 69.09% |
| 22 ago | 1.28 | 6.08 | 7.36 | 82.59% |
| 29 ago | 1.36 | 6.00 | 7.36 | 81.50% |
Read the bar, not only the percentage: your quota fell from $3.63 to $1.36 in seven weeks and rose twice. Compare it with the $2.14 average. If this week sits under the average, do not cut the rate: Friday can reverse the cut.
Source: DOF · acuerdos semanales de estímulos fiscales SHCP · August 28, 2026
Three numbers that do not mix
| USD/MXN · last FIX setBanxico SIE · 2 sep | $16.9852 |
|---|---|
| USD/MXN · DOF published todayBanxico / DOF | $16.9852 |
| USD/MXN · for payments todayBanxico SIE | $16.9755 |
| USD/MXN · interbankSesión 2 sep · 3 sep sin print | ~$17.03 |
Five business days published in the Banxico SIE. Scale fitted to range, not zeroed.
Why it matters: imported diesel, the U.S. leg, and factoring are paid in dollars. How to read it: 3 September FIX is still N/E until 12:00; the last set print is $16.9852 from 2 September and that is what the DOF publishes today. Settling obligations payable in Mexico today uses $16.9755. They are not the same figure. Close USD commitments only with a plan if the pair breaks $17.20.
Ranked high to low · pesos for the full run
Durango–Mazatlán and Tepic–Mazatlán charge over $3,400 for a C9 unit. On a 900 km haul that is almost four pesos per kilometer in tolls alone, before diesel. Quote the Pacific at the same base rate as the Bajío and tolls will eat the margin.
VAT included. CAPUFE/FONADIN reference in force since 13 April 2026. C2 = 3 axles. C9 = 5+ axles. Confirm on CAPUFE 074.
USD 5.599 / gal
down-USD 0.053vs prior week
USD 5.599 on 31 August, -5.3 cents vs the week of the 24th. Still near the USD 5.652 peak. This is the U.S. national average. For Laredo use the Gulf Coast.
Source: EIA · Gasoline and Diesel Fuel Update · August 31, 2026
USD 5.360 / gal
down-USD 0.121vs prior week
USD 5.360, -12.1 cents vs the prior week, cheaper than the national (5.599) and the Midwest (5.571). If your driver fuels in Texas, use this print. California at 7.218 is another market.
Source: EIA · Gasoline and Diesel Fuel Update · August 31, 2026
+3.84%
up+0.13 ppvs prior month
July +3.84% y/y, +0.13 pp vs June. Diesel as an input rose 17.04% and tolls 7.59%. The gap comes out of your margin. If you reprice Q4, this is the floor, not the ceiling.
Source: INEGI · INPP, autotransporte de carga general · August 10, 2026
+17.04%
down-0.51 ppvs prior month
+17.04% y/y in July, fifth double-digit month, though it slowed 0.51 pp vs June. If your rate has no clause, you already lost about four margin points. Today liter sits on the pump card.
Source: INEGI · INPP · August 10, 2026
+7.59%
unchangedsin cambiovs prior month
+7.59% y/y in July, twice your rate (+3.84%). The monthly change was 0.00%: the hit is already in the base. On Durango–Mazatlán the C9 toll now weighs more than the driver.
Source: INEGI · INPP · August 10, 2026
+3.38%
up+0.02%vs prior fortnight
3.38% y/y, just above the 3.26% headline, +0.02% fortnightly. This is not the trucking PPI or pump diesel. If the customer asks for an inflation adjustment, this is the weak ceiling; your real cost sits in the PPI.
Source: INEGI · INPC · August 24, 2026
National PI
$27.02
3 Sep 08:00 · flat
Querétaro
~$26.90
Bajío
Diesel IEPS
81.50%
29 Aug–4 Sep
Magna IEPS
22.83%
29 Aug–4 Sep
Premium IEPS
6.01%
29 Aug–4 Sep
Diesel stimulus
$6.0012
pesos / liter
Diesel duty
$1.3622
pesos / liter
WTI
~$90
Brent ~$95
U.S. diesel EIA
USD 5.599
gallon · wk 31 Aug
Gulf diesel EIA
USD 5.360
Texas / Laredo
This week IEPS ends Friday 4. The 28 August accord already cut diesel. Check the DOF for 5–11 September before you cost. The Mexican liter is a PETROIntelligence average, not your station. The EIA gallon is the American leg: use the Gulf Coast for Laredo, not the U.S. national.
CAPUFE and IDEAL rates · VAT included
| Tepic–Mazatlán | IDEAL | $1,010 | $2,260 | $3,580 |
|---|---|---|---|---|
| Durango–Mazatlán | CAPUFE/IDEAL | $820 | $2,100 | $3,431 |
| Cuernavaca–Acapulco | CAPUFE | $670 | $1,134 | $1,657 |
| Torreón–Saltillo | CAPUFE | $264 | $890 | $1,657 |
| Tehuacán–Oaxaca | CAPUFE | $702 | $1,180 | $1,540 |
| Maravatío–Zapotlanejo | IDEAL | $425 | $890 | $1,320 |
| Guadalajara–Tepic | CAPUFE/IDEAL | $390 | $750 | $1,120 |
| Mérida–Cancún | CAPUFE | $320 | $610 | $890 |
| Arco Norte (tramo prom.) | Red Vía Corta | $270 | $540 | $810 |
| México–Querétaro | CAPUFE | $226 | $487 | $695 |
| México–Puebla | CAPUFE | $226 | $478 | $682 |
| Córdoba–Veracruz | CAPUFE | $282 | $520 | $628 |
| Querétaro–Irapuato | CAPUFE | $213 | $398 | $561 |
| México–Cuernavaca | CAPUFE | $156 | $334 | $477 |
| Tijuana–Ensenada | CAPUFE | $152 | $285 | $398 |
3 · Demand
Why this hits your P&L
Demand decides whether you negotiate from scarcity or from surplus. Falling volume against steady capacity means the customer asks for a discount before you ask for an increase: walk into that meeting knowing what Cass printed and what crossed at Laredo.
Seven months · index Jan 1990 = 1
Cass shipmentsindex, not seasonally adjusted
| Period | Series |
|---|---|
| ene | 0.886 |
| feb | 0.978 |
| mar | 1.007 |
| abr | 1.011 |
| may | 1.041 |
| jun | 1.009 |
| jul | 0.983 |
Peaked in May (1.041) and fell two months. July 0.983 is the second-lowest of the year after January.
Seven levels published in the monthly Cass reports, Jan–Jul 2026. Not interpolated. Labelled U.S.
Source: Cass Information Systems · August 14, 2026
3 · Demand
259,672
up+2.5%year over year
259,672 trucks in July, +2.5% versus 253,425 in July 2025. Export value grew 43.7%: the freight is more valuable, not much more abundant. Do not add fleet on the export headline.
Source: US BTS · Border Crossing Entry Data · August 21, 2026
49.7
unchangedsin cambiovs prior month
49.7 in August, unchanged, 29 months below 50. Non-manufacturing fell from 49.6 to 48.7. The threshold is 50: this is still contracting. Do not expect the domestic market to rescue the quarter.
Source: IMEF · Indicador IMEF · September 1, 2026
152.9
up+2.3%vs prior month
152.9 in July, +8.6% y/y and +2.3% m/m, with Cass volume at -4.8%. This is a U.S. index. Use it for the American leg and the crossing surcharge, not for domestic freight.
Source: Cass Information Systems · August 14, 2026
49.7
unchangedsin cambiovs prior month
49.7 in August, unchanged, 29 months below 50. Non-manufacturing fell from 49.6 to 48.7. The threshold is 50: this is still contracting. Do not expect the domestic market to rescue the quarter.
Source: IMEF · Indicador IMEF · September 1, 2026
115.5 pts
down-0.7%vs prior month
115.5 points in June, -0.7% m/m and -0.2% y/y. May had been +0.3% m/m. Freight did not follow services (+2.2% y/y). Next: July IGAE on 24 September.
Source: INEGI · IGAE, subsector 48-49 · August 24, 2026
4 · Supply
Why this hits your P&L
Every truck that does not sell is a competitor that never enters the market. Fewer new units and unfilled seats hold the rate floor; when the lot fills with zero-kilometre trucks, the floor drops. This is where you decide to buy equipment or hold another year.
Seven months · units · INEGI RAIAVP
| Period | Retail | Wholesale |
|---|---|---|
| ene | 2073 | 1673 |
| feb | 2303 | 1836 |
| mar | 2901 | 2984 |
| abr | 2761 | 2364 |
| may | 2840 | 2841 |
| jun | 3194 | 3278 |
| jul | 3043 | 2590 |
Retail hit 3,194 in June and slipped. Wholesale broke from 3,278 to 2,590. Nobody is filling the lot with zero-kilometre trucks.
Chart 1 of the July RAIAVP bulletin (11 Aug 2026). Retail 2,073+2,303+2,901+2,761+2,840+3,194+3,043 = 19,115. Wholesale 1,673+1,836+2,984+2,364+2,841+3,278+2,590 = 17,566. Grouped, not stacked.
Source: INEGI RAIAVP / ANPACT · August 11, 2026
4 · Supply
~90,000
updesde 56,000year over year
~90,000 units, from 56,000 a year ago. This is a CANACAR estimate, not a census. While seats stay empty, do not expect a rate war. Cover drivers before Q4.
Source: CANACAR · August 20, 2026
14,675 u
up+51.8%year over year
14,675 units in July, +51.8% y/y. 13,117 were exported. Jan–Jul is still -6.1%. The monthly jump is export flow, not Mexican renewal. If you touch a heavy-vehicle plant, this one is yours.
Source: ANPACT · August 11, 2026
14,675 u
up+51.8%year over year
14,675 units in July, +51.8% y/y. 13,117 were exported. Jan–Jul is still -6.1%. The monthly jump is export flow, not Mexican renewal. If you touch a heavy-vehicle plant, this one is yours.
Source: ANPACT · August 11, 2026
-1.34%
down11 meses a la bajayear over year
-1.34% y/y in July, eleven months down. The monthly print is already slightly positive (+0.18% trucks, +0.21% tractors). List price on your side, credit not: do not buy only because the PPI fell.
Source: INEGI · INPP · August 10, 2026
5 · Constraints
Why this hits your P&L
A stopped unit does not bill and still costs. Every extra hour at customs or on the bridge is detention, a missed appointment, and a driver paid for not moving freight; and theft is not priced off the national average, it is priced off the corridor you run. This is exposure, not context.
CBP feed capture · Sep 3 08:25
| Crossing | General | FAST (C-TPAT) |
|---|---|---|
| Nuevo Laredo · World Trade BridgeNo delay | 5 min | 5 min |
| Colombia NL · SolidarityNo delay | 5 min | 5 min |
| Tijuana · Otay Mesa comercialDelay | 40 min | 20 min |
| Cd. Juárez · Ysleta / ZaragozaDelay | 35 min | 20 min |
| Reynosa · PharrDelay | 30 min | 25 min |
| Nogales · MariposaLanes closed | — | — |
A capture of the open CBP feed, not a live minute. CBP updates when the officer at each bridge submits an estimate, so an 08:25 figure is not the afternoon. Re-check bwt.cbp.gov before dispatch.
Typical dispatch reference range: Otay Mesa 45–60 min · World Trade 30–45 min · Solidaridad 9–30 min.
ITPAP · hours per truck cycle
Manzanillo 12 h 50 min, Lázaro 11 h 59 min, Altamira 9 h 36 min, Veracruz 7 h 13 min. Veracruz is the only one near one shift. The print is July, published 31 August.
Source: ITPAP, vía T21 · August 31, 2026
Cargo security
Premium, escort, and stop protocol are priced by corridor, not by the national headline. Two states hold three of every four reports: if your fleet enters the northern Edomex ring or the Puebla–Mexico City corridor, your exposure does not look like the country average.
Reports fell 19.4% in the first half, but two states held 73.4% of the total: State of Mexico 1,266 and Puebla 584 of 2,519 nationally. The national drop does not cover you if your corridor is one of those two.
reports Jan–May 2026 · SESNSP, vía El Universal
The map is drawn here in SVG on a real Mercator projection: no library, no tiles, no per-view cost. If you ever want the Mapbox basemap, set NEXT_PUBLIC_MAPBOX_TOKEN in the deploy and this same figure is served as a Mapbox static image with the same markers. There is no token in the repo and we are not going to hardcode a fake one.
Case files in the published cut
| State | Case files | Of total |
|---|---|---|
| Estado de México | 1,074 | 51.4% |
| Puebla | 460 | 22.0% |
| San Luis Potosí | 143 | 6.8% |
| Michoacán | 128 | 6.1% |
| Jalisco | 45 | 2.2% |
| Veracruz | 34 | 1.6% |
| Oaxaca | 32 | 1.5% |
| Nuevo León | 31 | 1.5% |
| Tabasco | 28 | 1.3% |
| Zacatecas | 18 | 0.9% |
Two reports each: Aguascalientes, Baja California Sur, Coahuila, Sinaloa, Sonora, and Tamaulipas.
No reports in this cut: Campeche, Chiapas, Durango, Guerrero, Nayarit, Querétaro, and Yucatán. Zero reports is not zero risk, it is zero case file.
The listed states add to 2,089 against a published national of 2,090. The one-case gap is in the source and we do not smooth it. Milenio reports 2,099 carpetas for the same cut: we cite the breakdown and the total from the same article so the sum closes.
GPScontrol / ANERPV · reporte de junio 2026
1.Mexico City–Querétaro
57-DThe busiest axis and the first in the report. It crosses the northern Edomex ring, which alone holds half the country reports.
2.Mexico City–Puebla–Veracruz
150-DOf Puebla 584 case files in the half year, 287 were recorded in the municipalities between the state capital and Edomex: Puebla 93, San Martín Texmelucan 57, Huejotzingo 48.
3.Arco Norte
Arco NorteThe third axis in the report. It is the bypass freight uses to avoid the Valley of Mexico, which is why it concentrates risk in Hidalgo and Tlaxcala.
The June report puts the 57-D axis first and the 150-D second, with Arco Norte as freight third pass. In that month 84.2% of robberies were violent and the dominant tactic was signal jamming: Thursdays and weekends, at night.
Market · Source: GPScontrol / ANERPV · reporte de junio 2026 · August 13, 2026
Share by cargo type
First half of 2026
100% de los robos
Almost a third is food and beverage. The rest is scattered, so do not accept a flat policy across the fleet: negotiate premium by lane and by segment.
Market · Source: Overhaul, vía El Financiero · August 23, 2026
Read the concentration before the trend. The national number falls 19.4% in the half year while violence rises to about 7 in 10: frequency fell, severity rose, and severity is what moves your deductible. If you run 57-D or 150-D, negotiate premium by corridor and time of day, not a flat policy.
Commercial-lane wait · typical ranges
| Tijuana · Otay Mesa | 45–60 min | ~20 min | 24 h |
|---|---|---|---|
| Cd. Juárez · BOTA | 30–55 min | ~15 min | Lun–vie 6:00–18:00 |
| Nuevo Laredo · World Trade | 30–45 min | ~22 min | Cruce #1 volumen |
| Colombia NL · Solidaridad | 9–30 min | ~10 min | 8:00–00:00 |
| Nogales · Mariposa | Verificar CBP | Verificar CBP | bwt.cbp.gov |
| Pharr · Reynosa | Verificar CBP | Verificar CBP | bwt.cbp.gov |
Check bwt.cbp.gov before dispatch. FAST often cuts wait time in half or more. Nogales and Pharr are marked check: we do not sign a typical minute we cannot stand behind.
National ITPAP cycle · July 2026
July 2026 · 2,327 movements
11 h 50 min
Almost half the national cycle is customs (5 h 45 min). If your yard appointment has no customs slack, the delay is already in the plan. Veracruz held better (+58 min); Manzanillo ran to 12 h 50 min.
Market · Source: ITPAP, vía T21 · August 31, 2026
11 h 50 min
up+80.4%vs prior month
11 h 50 min in July against 6 h 34 min in June. Back to double digits after two good months. This is not a today print: it is July, published 31 August. Add slack to the yard appointment, do not dispatch on the June time.
Source: ITPAP, vía T21 · August 31, 2026
12 h 50 min
up+7 h 16 minvs prior month
12 h 50 min, the worst of the four ports and its highest in the first seven months of 2026. Customs went from 2 h 44 min to 6 h 12 min. Do not dispatch the same tractor to Laredo the next day.
Source: ITPAP, vía T21 · August 31, 2026
11 h 59 min
up+3 h 31 minvs prior month
11 h 59 min, +3 h 31 min vs June. It improved from April (16 h 53 min) and rose again. It is not worse than Manzanillo, and it is not clear. Quote slack, not a miracle divert.
Source: ITPAP, vía T21 · August 31, 2026
9 h 36 min
up+4 h 17 minvs prior month
9 h 36 min, +4 h 17 min vs June. It lost first place. Still under its March peak (13 h 35 min). Do not treat it as the fast June port.
Source: ITPAP, vía T21 · August 31, 2026
7 h 13 min
up+58 minvs prior month
7 h 13 min, only +58 min vs June. It led the July ranking. It is still a one-shift cycle, not two. Confirm customs on dispatch day; this print is July.
Source: ITPAP, vía T21 · August 31, 2026
45 min umbral
The ranges in the table are not this minute. Before dispatch open bwt.cbp.gov. We do not publish a live minute for Nogales or Pharr because it changes every hour and we cannot sign it as typical.
Source: CBP Border Wait Times · September 3, 2026
2,519
down-19.4%year over year
2,519 reports Jan–Jun, -19.4% vs 3,126 a year earlier. State of Mexico 50.3%. Overhaul reports more violence (about 7 in 10). Your premium responds to severity by lane, not the national headline.
Source: SESNSP, presentado por la Guardia Nacional · August 11, 2026
$16.99 · sideways · today N/E
Five straight FIX prints inside a seven-centavo band, $16.97 to $17.04. Today is set at 12:00. We do not invent a print.
81.50% · through Fri 4
Down from 82.59%. Hacienda absorbs $6.0012/L. Next week (5–11 Sep) publishes in the DOF. Check before costing.
WTI ~$90 · risk
Brent above $95 on Hormuz. The informal $27/L diesel cap holds via the stimulus. If IEPS falls, the liter moves.
$27.02 national
PETROIntelligence, 3 Sep 08:00. $27.023, unchanged vs Wednesday. Querétaro usually runs $0.10–$0.13 under national.
Check 074 / 088
We do not publish an incident that is not confirmed today. Before dispatch: CAPUFE 074 and GN highways 088.
Use the rate finder
Educational Low/Mid/High ranges by lane, with this month FX. Not a quote. Use it to see whether your live rate sat below the market before you sign.
Manzanillo 12 h 50 min
The national cycle went from 6 h 34 min in June to 11 h 50 min in July. Manzanillo broke; Veracruz held at 7 h 13 min. This is July, not today: add slack to the yard appointment.
National · Check today
Carta Porte is in force on the whole federal network. GN can inspect and stop. Tlalpan toll: cash only in center lanes. CAPUFE has run Guadalajara–Colima since 15 August.
Mexico City · Afternoon rain
September pattern: overcast and afternoon rain. Check @OVIALCDMX before downtown.
Gulf · August history
Veracruz concentrated incidents in August. Córdoba–Veracruz, Isla–Acayucan, Tinaja–Cosoleacaque: confirm today, do not dispatch on yesterday report.
Gulf / Veracruz
Rain · caution
Pacific / Guerrero
Afternoon storms
Center / CDMX
Overcast · rain later
Yucatán / Caribbean
Active season · SMN
North / Northeast
Clear · heat
Bajío
Afternoon rain
More indicators and context
It sits down here and closed for a reason: none of these numbers moves a quote, a dispatch, a fuel surcharge, or your risk exposure this week. They are for the budget meeting, not for today. Each one still carries its source and its date.
Share by merchandise type
July 2026
USD 81,420.0 M
Manufacturing is 76,306 of 81,420 million: nine of every ten dollars. Agriculture fell 8.6% y/y and oil is 2.4%. The record is not the whole sector, it is the plant.
Official · Source: INEGI · Balanza Comercial de Mercancías · August 27, 2026
USD 76,306 M
up+45.7%year over year
July set a record at 76,306 million, +45.7% y/y. The engine is non-auto (+64.9%); auto grew just +2.4%. If your fleet lives on auto parts, the headline is not yours.
Source: INEGI · Balanza Comercial de Mercancías · August 27, 2026
USD 82,268 M
up+45.0%year over year
82,268 million in July, +45.0% y/y, above exports. 82% of the month is intermediate goods. That is port-to-plant freight, not plant-to-Laredo.
Source: INEGI · Balanza Comercial de Mercancías · August 27, 2026
USD 16,466 M
up+2.4%year over year
16,466 million, +2.4% y/y against +64.9% for the rest of manufacturing. To the United States +3.7%; to the rest of the world -3.9%. The auto corridor is flat, not booming.
Source: INEGI · Balanza Comercial de Mercancías · August 27, 2026
54.6
down-1.0 ptvs prior month
54.6 in August, eighth month above 50, but -1.0 point vs July and new orders fell from 56.7 to 53.7. Still expanding and cooling. Do not add capacity on a single print.
Source: Institute for Supply Management · September 1, 2026
3.26%
up+0.12 ppvs prior fortnight
3.26% y/y in the first half of August, +0.12 pp vs the prior fortnight. Still inside the Banxico band (3% ±1). Every tenth toward 4% pushes the cut back. Full August prints on 9 September.
Source: INEGI · INPC · August 24, 2026
6.50%
unchangedsin cambiovs prior month
6.50% since 6 August, second unanimous pause. The Board said holding is appropriate. Next decision: 24 September. Price a tractor with 6.50% as the floor, not with an invented cut.
Source: Banco de México · anuncio de política monetaria · August 6, 2026
6.7659%
6.7659% on 3 September, 27 points above the policy rate. Overnight funding from 2 September sits at 6.51%. Factoring and leases price off this line. Do not expect it to cheapen while Banxico holds.
Source: Banxico SIE · tasas de interés · September 3, 2026
Sep 2026
unchangedtercera ronda cerradavs prior month
Fourth bilateral round in the first half of September in Washington. There is no figure to mark up or down. If you sign a 2027 export contract this week, leave an origin clause, not a blind locked price.
Source: Secretaría de Economía · July 23, 2026
Freight tolls without a cited C9 schedule
check CAPUFE
Mexico–Toluca, Monterrey–Nuevo Laredo, and Guadalajara–Manzanillo have no C9 we can sign today. Check Traza tu ruta (SICT/CAPUFE) before you cost.
Load-to-truck / spot tightness
not published
There is no Mexican or Laredo print we can cite. We do not invent a ratio. The honest proxy is BTS crossings + IMEF + parked trucks.
Rail intermodal / CPKC
not published
Ferromex and CPKC do not release a public weekly dwell or volume we can sign. If a bulletin appears, it lands here. Until then there is no chart.
Sources
Banxico SIE 3 Sep 2026 (FIX N/E until noon; DOF and payments for the day; 4-week TIIE; funding 2 Sep) · DOF IEPS 28 Aug (period 29 Aug–4 Sep) · PETROIntelligence 3 Sep 08:00 · EIA U.S. diesel week 31 Aug · INEGI (CPI, PPI, IGAE, trade balance, RAIAVP) · ISM · Cass Information Systems · IMEF · ANPACT · CANACAR · SESNSP crime incidence (cargo-carrier theft, Jan–May and Jan–Jun 2026) · Overhaul and GPScontrol/ANERPV for corridors · Ministry of Economy · US BTS · ITPAP via T21 (July, pub. 31 Aug) · CAPUFE 074 · GN 088 · CBP Border Wait Times, feed capture 3 Sep 08:25 · SMN/Conagua. Every indicator carries its source and date. Not financial, tax, investment, or dispatch advice.
Editorial interpretation by OCL Cargo using public data. Not financial, tax, investment, or dispatch advice.
Open the freight rate finderA daily cut for anyone who dispatches or pays freight in Mexico and across the U.S. border. Today carries Banxico FIX, pump diesel, this week IEPS, and the lights. The quarter carries demand, cost, money, capacity, border, and ports. Every figure carries a unit, a date, and a source. Every card explains why it matters this morning and how to read the latest print. This is not a trading terminal and not a quote.
Each morning we publish a snapshot with Banxico and diesel. Friday afternoon we append the DOF IEPS accord. The economic dashboard moves when the source publishes: INEGI, EIA, IMEF, ANPACT, BTS, ITPAP. If a figure is not confirmed, we mark it check or not published. If a series is not complete, we do not chart it.
The Mexican liter is the PETROIntelligence average ($27.02 on 3 September at 08:00). It is not your station. IEPS in force is 81.50% through Friday 4: Hacienda absorbs $6.0012 and you pay $1.3622. One stimulus point is about eight centavos. The EIA gallon (USD 5.599 national, USD 5.360 Gulf Coast) is the American leg. Quote Laredo–Texas on the Gulf, not on the Querétaro liter.
There are three numbers and they do not mix. 3 September FIX is still N/E until 12:00; the last set print is $16.9852 from 2 September and that is what the DOF publishes today. The rate for obligations payable in Mexico today is $16.9755. The last signed interbank session (2 Sep) sits near $17.03. Finance settles on the payments rate, not the headline FIX. One centavo on 100 thousand dollars is a thousand pesos.
World Trade typically runs 30–45 minutes in the general lane and about 22 minutes in FAST. Colombia usually runs faster (9–30 min). The dispatch threshold is 45 minutes: past that the window slips. These are typical ranges, not this minute. Before you roll, open bwt.cbp.gov. Nogales and Pharr are marked check: we do not sign a typical we cannot stand behind.
The C9 ranking is what moves cost per kilometre. Durango–Mazatlán and Tepic–Mazatlán charge over $3,400 per unit. Mexico–Querétaro and Mexico–Puebla are the daily center lanes. Mexico–Toluca, Monterrey–Nuevo Laredo, and Guadalajara–Manzanillo have no C9 we can cite today: check CAPUFE Traza tu ruta.
We name them the way the search index stores them, not with desk nicknames.
This page refreshes each morning on the America/Mexico_City cut. FIX, DOF, IEPS, INEGI, and SESNSP are official; PETROIntelligence, Cass, IMEF, and chamber estimates are market references, and every card says which is which. The economic dashboard and the CEO read are editorial interpretation by OCL Cargo over public data: they are not financial, tax, investment, or dispatch advice, they are not a hedging recommendation, and they are not a freight quote. Pump diesel and border waits are averages or typical ranges: confirm at your station and on CBP. Highways without a confirmed incident today are marked check. This does not replace CAPUFE, GN, Banxico, the DOF, INEGI, or your Finance desk.
If FX or diesel is moving your cost, the next step is to audit what you already paid.
We tell you if you are overpaying, with a file. Pilot in 6–8 weeks.