USD/MXN · FIX
Settles Tue 13$18.4163
+0.3035vs prior day
Official · Banxico SIE · last print · October 9, 2026
OCL CargoCarrier briefing · Mexico and the MX–U.S. crossing
As of Monday October 12, 2026 · 08:50
OCL Cargo · Monday October 12, 2026 · 08:50 · Editorial interpretation by OCL Cargo using public data. Not financial, tax, investment, or dispatch advice.
Free · official and market figures · not a quote or advice
Information as of Monday October 12, 2026 · 08:50 · updated every morning
The peso touched $18.50 and the FIX closed the week at $18.4163; payments today at $18.1128. Diesel keeps a 100% IEPS stimulus through 16 October.
The CEO read
October 12, 2026
Monday 12 October, morning cut and the first since 28 September. Banxico minutes on Thursday 8 showed three of five board members open to a cut; the market priced the narrower spread with the Fed and the peso touched $18.50 on Friday, its weakest since November 2025. FIX $17.9780 on the 7th, $18.1128 on the 8th, and $18.4163 on the 9th: +0.7063 since the last cut. Today it sits near ~$18.26 and the FIX is N/E until 12:00; Finance settles today at $18.1128 and tomorrow at $18.4163. The policy rate stays at 6.50% until 5 November and the 4-week TIIE prints 6.7659%. September inflation closed at 3.45% (core 3.75%, services 4.27%): the headline rises but core eases. The 9 October IEPS accord (152/2026) keeps diesel at 100% from the 10th to the 16th with a $1.0923 complementary; the PI liter sits at $27.005. EIA cut U.S. diesel to USD 6.199 and the Gulf to USD 5.819; WTI is at $96.24 from 6 October. World Trade and Colombia opened with no delay on CBP; Pharr 35/30.
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
4
fields
From this week
5
fields
From this month
0
fields
Older
6
fields
| Field | Cadence | How it arrives | Print in force | Block |
|---|---|---|---|---|
| USD/MXN · FIX set todayBanxico SIE | Every business day | Keyed API | Oct 9 | 1 · Market |
| USD/MXN · for paymentsBanxico · obligaciones en dólares | Every business day | Typed by hand | Oct 12 | 1 · Market |
| 28-day TIIEBanxico SIE | Every business day | Keyed API | Oct 12 | 1 · Market |
| National pump dieselPETROIntelligence | Every business day | Typed by hand | Oct 11 | 2 · Prices |
| Commercial-lane border waitCBP Border Wait Times | Every business day | Open feed | Oct 12 | 5 · Constraints |
| Diesel IEPS stimulusDOF · acuerdo semanal SHCP | Weekly | Typed by hand | Oct 9 | 2 · Prices |
| U.S. and Gulf Coast dieselEIA · Gasoline and Diesel Fuel Update | Weekly | Keyed API | Oct 6 | 2 · Prices |
| WTI Cushing spotEIA · Cushing, OK WTI Spot Price FOB (RWTCD) | Every business day | Typed by hand | Oct 7 | 2 · Prices |
| CPI and transport componentINEGI · INPC | Fortnightly | Typed by hand | Oct 8 | 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
Settles Tue 13$18.4163
+0.3035vs prior day
Official · Banxico SIE · last print · October 9, 2026
National diesel
$27 cap$27.01
sin cambio vs 11 octvs prior day
Market · PETROIntelligence · October 11, 2026
Diesel IEPS stimulus
Duty $0 · expires Fri 16 Oct100.00%
sin cambio vs 3–9 octvs prior week
Official · DOF · October 9, 2026
Laredo crossing · World Trade
Under 45 threshold5 / 0 min
captura 08:50 · sin demoravs prior day
Market · CBP BWT · 08:50 capture · October 12, 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 · FIX set (last)Banxico SIE · 9 oct 12:00 · N/E 12 oct hasta 12:00 · liquida mar 13 | $18.4163 |
|---|---|
| USD/MXN · DOF published todayBanxico / DOF 12 oct · FIX det. 9 oct | $18.4163 |
| USD/MXN · for payments todayBanxico SIE · liquidación 12 oct · FIX det. 8 oct (DOF 9 oct) | $18.1128 |
| USD/MXN · interbankSesión 12 oct · aprox. Yahoo 08:49 · cierre 9 oct $18.41 · máx 9 oct $18.50 | ~$18.26 |
Three business days published in the Banxico SIE (CF102). 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: today FIX is N/E until 12:00. Settling obligations payable in Mexico today uses $18.1128 (set on the 8th). Today DOF publishes $18.4163 (set on the 9th), which applies to tomorrow payments. They are not the same figure, and today the gap is 30 centavos. What moved the peso was not the rate but the minutes: three Banxico members open to a cut, and the market priced the narrower spread. The session sits near ~$18.26, below Friday $18.41 close. Review hedges before the noon FIX.
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 6.199 / gal
down−USD 0.183vs prior week
USD 6.199 for the week of 5 October, −18.3 cents vs the week of the 28th and −33 cents from the 6.529 peak of 21 September; still +USD 2.49 year over year. Published Tuesday 6; the next print lands Wednesday 14 because of the Monday holiday. This is the U.S. national average. For Laredo use the Gulf Coast.
Source: EIA · Gasoline and Diesel Fuel Update · October 6, 2026
USD 5.819 / gal
down−USD 0.136vs prior week
USD 5.819, −13.6 cents vs the prior week and −36 cents since 21 September, cheaper than the national (6.199) and the Midwest (6.286). If your driver fuels in Texas, use this print, not the national.
Source: EIA · Gasoline and Diesel Fuel Update · October 6, 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
$27.01
11 Oct 11:00 · $27.005 · 13,902 stations
CDMX PI
Verificar
no print today · last 24 Sep $26.98
Diesel IEPS
100.00%
10–16 Oct
Magna IEPS
64.31%
10–16 Oct · duty $2.3910
Premium IEPS
71.29%
10–16 Oct · duty $1.6246
Diesel stimulus
$7.3634
pesos / liter · +$1.0923 complementary
Diesel duty
$0.0000
pesos / liter
WTI
$96.24
EIA spot 6 Oct · peak $107.02 on 15 Sep
U.S. diesel EIA
USD 6.199
gallon · wk 5 Oct · −0.183 · next print 14 Oct
Gulf diesel EIA
USD 5.819
Texas / Laredo · wk 5 Oct · −0.136
This week IEPS (DOF 9 Oct, Accord 152/2026) keeps the diesel stimulus at 100% from 10 to 16 October, fifth week in a row; the complementary rises to $1.0923 from $0.6033. The next accord comes out Friday 16. The Mexican liter is the 11 Oct PETROIntelligence average, not your station. The EIA gallon is the American leg and has now fallen two weeks running: use the Gulf Coast (USD 5.819, week of 5 Oct; EIA publishes again Wednesday 14 because of the holiday) 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 · Oct 12 08:50
| Crossing | General | FAST (C-TPAT) |
|---|---|---|
| Nuevo Laredo · World Trade BridgeNo delay · 13+4 lanes | 5 min | 0 min |
| Colombia NL · SolidarityNo delay · 4+2 lanes | 5 min | 0 min |
| Tijuana · Otay Mesa comercialDelay · 6+4 lanes | 30 min | 20 min |
| Cd. Juárez · Ysleta / ZaragozaDelay · 5+3 lanes | 20 min | 10 min |
| Reynosa · PharrDelay · FAST 1 lane of 7 | 35 min | 30 min |
| Nogales · MariposaLanes closed on the feed · check | — | — |
| Santa Teresa NMDelay · 1+1 lanes | 40 min | 35 min |
A capture of the open CBP feed at 08:50 CDMX (feed updated 10:39 ET), not a live minute. CBP updates when the officer at each bridge submits an estimate: Laredo and Pharr report as of 9:00 CDT, Otay 8:00 PDT. Nogales shows "lanes closed" on the feed, not zero. 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
N/E today · last $18.4163
12 Oct FIX N/E until 12:00. Last print $18.4163 (9 Oct, settles Tue 13), +0.3035 in one day and +0.7063 since 25 Sep. Payments today $18.1128 · DOF $18.4163. Session ~$18.26. Fifth losing week for the peso. We do not invent the FIX.
100.00% · through Fri 16 Oct
Fifth week at 100%: Hacienda absorbs the full $7.3634/L (duty $0.0000). The complementary stimulus rises to $1.0923 from $0.6033. DOF 9 Oct, Accord 152/2026. The next accord comes out Friday 16.
WTI $96.24 · 6 Oct
EIA Cushing spot 6 Oct $96.24 (release 7 Oct; next 15 Oct); peak $107.02 on 15 Sep. Two weeks between $96 and $100. The informal $27/L diesel cap holds only via the 100% stimulus, which expires Friday 16 Oct.
$27.01 national
PETROIntelligence, 11 Oct 11:00. $27.005 across 13,902 stations; flat today per press. Profeco: $26.99 average and 87.7% of stations under $27. No CDMX print today: check. 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
3.45%
up+0.19 pp vs agovs prior month
3.45% y/y in September (+0.42% m/m, index 146.075), above August 3.26% and the second straight monthly rise. Core 3.75% (down from 3.88%), non-core 2.45%: tomato, onion, and LP gas pushed. Still inside the Banxico band (3% ±1); the headline rises but core eases, and the 8 October minutes tied any cut to an improving inflation outlook.
Source: INEGI · INPC septiembre 2026 (8 oct) · October 8, 2026
6.50%
unchangedsin cambiovs prior month
6.50% unchanged on 24 September, same as 6 August and 25 June. The next decision is 5 November. Price a tractor with 6.50% as the floor, not with an invented cut.
Source: Banco de México · anuncio de política monetaria · September 24, 2026
6.7659%
6.7659% on 12 October, 1 point above the 6.7559% of the 9th and 2 points under the 6.7860% of 28 September; 27 points above the policy rate. Factoring and leases price off this line. The curve already discounts a cut that Banxico decides only on 5 November.
Source: Banxico SIE · tasas de interés · October 12, 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 CF102/CF101 12 Oct 2026 (FIX set N/E until 12:00, last 9 Oct $18.4163; DOF and payments for the day; 9 Oct close $18.41 via press; 4-week TIIE 6.7659%; bank funding N/E, check) · Banxico monetary policy announcement 24 Sep (6.50% unchanged; next 5 Nov) · DOF IEPS 9 Oct evening edition, Accord 152/2026 (period 10–16 Oct) · PETROIntelligence 11 Oct 11:00 · Profeco briefing 12 Oct · EIA WTI spot 6 Oct · EIA U.S. diesel week 5 Oct · INEGI CPI September (8 Oct) · 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 · ITOB via T21 (July, pub. 31 Aug) · CAPUFE 074 · GN 088 · CBP Border Wait Times, feed capture 12 Oct 08:50 · 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 ($27.01 on 11 October at 11:00, 13,902 stations). It is not your station. IEPS in force is 100.00% from 10 to 16 October (DOF 9 Oct, Accord 152/2026): Hacienda absorbs the full $7.3634 and you pay $0.0000, plus a $1.0923 complementary. Each point withdrawn is about seven centavos. The EIA gallon (USD 6.199 national, USD 5.819 Gulf Coast, week of 5 October) is the American leg and has now fallen two weeks running. Quote Laredo–Texas on the Gulf, not on the national liter.
There are three numbers and they do not mix. Today FIX, 12 October, is N/E until 12:00; the last print is $18.4163 from Friday 9 and settles Tuesday 13. Today DOF publishes $18.4163 (set on the 9th). The rate for obligations payable in Mexico today is $18.1128. The interbank session sits near ~$18.26 after a $18.41 close on Friday. Finance settles on the payments rate, not the headline FIX. One centavo on 100 thousand dollars is a thousand pesos; today the gap between paying today and tomorrow is 30 centavos.
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.