The U.S. decision not to renew the USMCA adds a degree of uncertainty as the three partners enter a phase of annual reviews, but hasn't changed things for manufacturers already in Mexico, says Jorge Gonzalez Henrichsen, co-CEO of The Nearshore Company. "Clients are like, I can't control that variable so I will just keep going," he says. But firms thinking of setting up shop in Mexico give the sense that they're moving slower. Those companies consider other options such as other countries or staying in the U.S. and moving more toward automation. Some expect the uncertainty to go on for years and are starting to move forward anyway, "but others are still on a wait-and-see mode," Gonzalez Henrichsen adds. (anthony.harrup@wsj.com)