---
title: "SA Asks: Who will be most impacted by the nonrenewal of the USMCA trade deal?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293100696.md"
description: "Seeking Alpha analysts Gabriel Romano and Jack Bowman discuss companies impacted by the USMCA's non-renewal. Romano highlights Nemak, Grupo Industrial Saltillo, and Grupo KUO due to auto-parts exposure, while noting Vesta and industrial REITs face nearshoring investment risks. Bowman identifies automakers like Ford, GM, and Volkswagen as most exposed due to integrated cross-border supply chains reliant on current trade exemptions."
datetime: "2026-07-18T14:21:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293100696.md)
  - [en](https://longbridge.com/en/news/293100696.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293100696.md)
---

# SA Asks: Who will be most impacted by the nonrenewal of the USMCA trade deal?

Earlier this month, the Trump administration declined to agree to a 16-year renewal of the USMCA free trade pact with Mexico and Canada, citing concerns about ongoing trade deficits with the two countries. As a result of the move, the agreement will be reviewed annually by the signatories until it officially expires in July 2036, unless it is renew...

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