
Mexico’s democratic transition turns 25 - or only 7, if you ask Morena…
by David Agren, writer-at-large.
Morena supporters marked one of their movement’s many anniversaries on July 1: the seventh anniversary of the ruling party’s founder, former Andrés Manuel López Obrador, overwhelmingly winning the 2018 election.
AMLO’s win brought the left to power, though critics accused the new president of governing like a conservative with his initial agenda of austerity. And supporters claimed AMLO’s win finally brought democracy to Mexico, despite multiparty elections being held at all levels of government throughout this century.
“This July 1st, we proudly celebrate the day of the revolution of consciences. Long live the Fourth Transformation!” President Claudia Sheinbaum posted on X.
The so-called Fourth Transformation (4T) – as AMLO christened his movement – diligently marks anniversaries, which offer pretexts for a populist movement to mobilise its base and herd social-benefits recipients to rallies.
Mexico also marked a major anniversary – unrelated to AMLO – which passed uncelebrated: Former president Vicente Fox ended one party rule on July 2, 2000, ousting…

Claudia Sheinbaum faces adversity
by Luis Rubio.
Editor’s note: Mr. Rubio as a political analyst and chairman of México Evalua.
From the moment she was nominated as Morena's presidential candidate, speculation arose regarding her capacity and willingness to break with her predecessor, as has been the tradition in Mexican politics. Although speculation has not ceased, the evidence is overwhelming: the president sees herself as an operator or implementer of AMLO’s agenda. However, circumstances have changed, and the need to respond to a scenario infinitely more complex than the one her predecessor faced (in part due to the legacy he left behind) is forcing her to increasingly take actions that he clearly disapproves of. The question then is: what comes next?
In Mexican political tradition, it was said that the outgoing ruler did not choose a successor but rather an executioner. That clearly did not happen with AMLO, who carefully selected someone with the skills to manage a government, but not to undertake bold political initiatives. Which of these paths will prove true? So far, there is no doubt that AMLO’s logic dominates the landscape. At the same time, it’s not clear what the true profile of the government led by Sheinbaum actually is.
Boz, a publication focused on Latin American governments, conducted an interesting analysis of Claudia Sheinbaum.

Pride & Prejudice: Mexico’s flag becomes a flashpoint — again
by Arturo Sarukhán (Ambassador of Mexico to the United States, 2007 - 2013)
This was a domestic clash waiting to happen, largely concocted in the Oval Office but potentially exacerbated in Mexico City’s National Palace, risking spillover into bilateral ties with Mexico.
Last Friday, after the US Department of Homeland Security conducted workplace raids in Los Angeles’ garment district targeting undocumented immigrants, protests erupted against ICE. President Donald Trump then took an unprecedented step, commandeering California’s National Guard to crack down on protesters. Demonstrations had been mostly peaceful, but tensions flared significantly after Trump deployed troops, intentionally confronting a Democratic mayor and governor. By sidestepping Gov. Gavin Newsom’s authority, Trump pushed presidential boundaries and fueled criticism of inflaming the situation for political gain. Undoubtedly, it has all the elements the president seeks: a showdown with a top political rival in a deep blue state over an issue core to his agenda and appealing to key voter segments.
Yet, as with everything in this polarized, social media-driven era, where immigration policy and immigrants themselves are weaponized, the events unfolding in Los Angeles resonate far beyond civil rights and constitutional debates, or authoritarianism versus liberal democracy, or even red versus blue America.

Mexico’s judiciary now serves many masters
by Jacques Coste.
Many analysts have argued that Mexico’s recent judicial elections removed the last check on presidential power because several candidates with clear connections or affinities with Morena won, and hence the Supreme Court justices will be aligned with the ruling party. But this is only part of the story. The scenario is even worse. Mexico’s judiciary will respond partially to the interests of the executive branch, but it will also respond to the objectives of different regional elites, such as local political leaders, businesspersons, law firms, and organized-crime groups.
The reason why so many analysts believe that Mexico’s judiciary will exclusively respond to the president’s wishes is that they are taking the PRI regime as a model. However, there are two problems with this assumption.
First, during the PRI regime, the Supreme Court - and the judicial system as a whole - wasn’t as subsumed into the power orbit of the executive branch as is generally thought. As historian Pablo Mijangos argues, while it is true that the post-revolutionary Supreme Court lent constitutional legitimacy to the actions of the sitting president, it is also true that the justices enjoyed broad autonomy when deciding the majority of cases, which did not clearly concern the executive branch.
In other words, during the PRI regime, the judiciary supported the hegemonic party in controversies directly linked to the interests of the sitting president. But the way judges resolved cases between common citizens depended on a combination of factors, such as the ideology and capabilities of the judges, money and power differentials between the parties involved, and relationships (or lack thereof) between the citizens and PRI members or government officials who could help them pressure the judges. This will be the case once again in Mexico - but with an additional layer of complexity. And this is where the second problem with the assumption that the president will control the entire judiciary comes in.

Claudia Sheinbaum’s terrible, no good, very bad week
by David Agren.
Claudia Sheinbaum has suffered perhaps the worst week of her administration – marked by the murders of two senior functionaries in the Mexico City government.
How bad was her week?
Over the weekend, the Cuauhtemoc, a Mexican Navy ship, crashed into the Brooklyn Bridge while on a global goodwill tour. The crash, which New York City officials say was caused by a mechanical failure, resulted in the deaths of Naval cadets, América Yamilet Sánchez, 20, and Adal Jair Maldonado, 23.
On Tuesday, Ximena Guzmán, personal secretary to mayor Clara Brugada, and José Muñoz, a government advisor, were killed in cold blood as they commuted on a busy thoroughfare. The suspect remains at large and no motive has been offered for the assassinations.
The day before in Guanajuato state, seven young people were killed when gunmen arriving in SUVs shot up a parish festival in the town of San Bartolo de los Berrios.

Crony capitalism
by Macario Schettino.
In the 20th century, the Mexican economy - like the rest of Latin America - chose a policy known as Import Substitution Industrialization. The goal was to produce in Mexico what would be consumed domestically, and to achieve that, tariffs were imposed on imported goods. In theory, infant industries would be able to survive, become competitive, and tariffs could then be eliminated. The opposite happened: tariffs had to be increased because domestic industry never became competitive. Eventually, the economy was completely closed off and suffered its worst peacetime crisis in 1982.
In 1986, an attempt was made to reverse course. Mexico joined the GATT, implemented an anti-inflationary plan, renegotiated its external debt, and even signed a trade agreement with the United States and Canada. After a deep but brief crisis, the benefits of NAFTA became evident. In the final years of the 20th century, Mexico grew at rates it hadn’t seen in decades.
In 2001, China joined the WTO (GATT’s successor), and the dot-com recession hit the United States. This derailed the Mexican economy, which was unable to resume strong growth, instead remaining at an average annual rate of around 2%. During those years, many studies - by Mexican and foreign academics, agencies, and institutions - tried to identify the reasons why Mexico could not grow faster.

Baja California’s Governor loses US visa
by David Agren.
When US President Donald Trump alleged an “intolerable alliance” between drug cartels and the government of Mexico - made as he first unveiled tariffs on the country in January - Mexican President Claudia Sheinbaum bitterly objected.
She branded the claims “slander,” and shone a spotlight back on the US. “If there’s a place that such an alliance exists it’s with US gunmakers, which sell high-power weapons to these criminal groups,” she said.
Sheinbaum later showed White House evidence for its narco-alliance claim, which featured a news story on former public security secretary Genaro García Luna – a common foil for Sheinbaum and her ruling Morena Party – being convicted in a US court of taking bribes from the Sinaloa Cartel. She used the White House including his case as proof that drug-cartel collusion was a thing of the past.

Mexico’s federalism is under pressure - again
by Gerónimo Gutiérrez.
Andres Manuel López Obrador and to large extent his successor, President Claudia Sheinbaum, are criticized for concentrating political power – even to the detriment of democratic principles and norms. This criticism essentially stems from a tendency to overlook – if not undermine – the separation of powers, from dismantling of autonomous regulatory agencies or placing them under direct control of the Executive, and from an explicit decision not to interact or negotiate with opposition parties unless absolutely necessary.
To be fair, these power-concentrating actions have been possible thanks to the fact that, since 2018, Mexico’s ruling party (Morena) and its satellites have enjoyed strong voter support which granted Mr. López Obrador and President Sheinbaum comfortable legislative majorities including the supermajority needed to reform the constitution. In sum, where the current regime appreciates a historic democratic transformation of Mexico supported by the “will of the people”, its critics see the dismantling of democracy from within the regime.
Be that as it may, one development that has received less attention is the centralization of power and the public purse at the federal level of government, something that is not new to Mexico but that had gradually receded over several decades.

Sheinbaum won’t recognize Ecuador
by David Agren.
Leaders the length of Latin Latin America – including the leftist presidents of Brazil and Chile – congratulated Daniel Noboa on winning re-election as president of Ecuador. Mexican President Claudia Sheinbaum refused to join them, even as the vote tally showed Noboa besting his rival Luisa González – though the latter alleged fraud without presenting proof.
On the day after the election, Sheinbaum drew on her predecessor’s playbook for addressing electoral outcomes not favouring her political movement’s preferred candidates. “We’re going to wait,” she said at her press conference the morning after. “Luisa, the candidate, doesn't recognize Noboa’s win. We’re going to wait.”
Former president Andrés Manuel López Obrador famously said the same – we’ll wait for the official outcome – after Joe Biden won the 2020 U.S. election over AMLO’s preferred candidate. AMLO eventually recognized Biden’s win – a necessity for a country so dependent on the US economy. Sheinbaum, however, has stated flatly that she won’t recognize Noboa under any circumstances.

