U.S. avocado inspection operations in Michoacán have resumed following a suspension, with Ambassador Ron Johnson confirming that while work has restarted, permanent security monitoring will remain in place going forward.
This is a concrete development in one of the most-watched supply stories of the summer. The shutdown sent shockwaves through the avocado supply chain, with Mexican exports to the U.S. running 35% above year-ago levels before the halt. Resumption removes the most acute near-term supply risk, but the new permanent security oversight signals this situation isn't fully resolved.
Watch for how the trade responds to the monitoring requirement — California growers have already been pushing for USMCA-level import restrictions, and any further incidents in Michoacán could reignite that conversation fast.