Jose Luis Granados Ceja

And, you know, Mexico has been threatened with tariffs on half a dozen occasions and has been able to talk their way out of it almost every single time.

Even this most recent one where he announced these kind of across-the-board tariffs on every country.

Once again, countries, Canada, Mexico, and that's part of the USMCA, are exempt from it.

And so...

The thing about this one in particular, the one about Cuba, is that my reading of it, it was primarily addressed to Mexico.

Mexico, stop sending your oil to Cuba or we're going to impose this tariff on you.

And I think the fact that we saw the government respond and

suspended shipments tells us that in those closed doors negotiations, there was definitely a very clear threat to say that this one's serious.

You're not going to be able to talk your way out of this one, that we want to choke off the supply of oil to Cuba.

And so you better play ball.

And that's why we've seen them suspended.

Because I think, you know, there's a lot of

voices out there who are saying, well, why don't they just break the blockade, right?

Why don't they just kind of challenge?

Call this bluff.

You know, the United States is having some tricky economic numbers coming published out now, not less job creation, all of that.

Can they really afford to put a tariff on its number one trading partner?

And I think

they would.

And I think they've transmitted that message to the Mexican government that this is serious.