Oportunidades y dificultades del nearshoring en México

Mexico has had an exceptionally close relationship with the United States (US) for many decades. Recent calls in the US for a new wave of “nearshoring” to help the American economy rebuild its fragmented and vulnerable supply chains following a series of disruptions and geopolitical shifts linked to...

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Détails bibliographiques
Auteur principal: Gereffi, Gary
Format: Online
Langue:espagnol
anglais
Éditeur: El Colegio de México A.C. 2025
Sujets:
Accès en ligne:https://forointernacional.colmex.mx/index.php/fi/article/view/3129
Institution:

Foro Internacional

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author Gereffi, Gary
author_facet Gereffi, Gary
author_sort Gereffi, Gary
category_str_mv "Bolivia", "hyperinflation", "economic crisis", "Bolivia", "hiperinflación", "crisis económica"
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description Mexico has had an exceptionally close relationship with the United States (US) for many decades. Recent calls in the US for a new wave of “nearshoring” to help the American economy rebuild its fragmented and vulnerable supply chains following a series of disruptions and geopolitical shifts linked to the COVID-19 global pandemic, the rise of economic nationalism, China’s emergence as a global technological superpower, and growing regional conflicts raise both opportunities and challenges for Mexico. This article reviews Mexico’s bilateral economic ties with the US economy in the postwar period to highlight patterns and lessons that can be learned to deal with the current conjuncture. The global value chains (GVC) approach is utilized to show how recent US industrial and trade policies focus on a series of strategic industries such as semiconductors, automobiles, pharmaceuticals, and critical minerals in which Mexico has much to offer. However, international competition and US political dynamics require a more active and comprehensive development strategy in Mexico to achieve both development and innovation benefits.
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spelling oai:oai.forointernacional.colmex.mx:article-31292025-06-25T17:29:28Z The Promise and Pitfalls of Nearshoring in Mexico Oportunidades y dificultades del nearshoring en México Gereffi, Gary nearshoring global value chains industrial policy US trade policy strategic industries semiconductors automobiles pharmaceuticals critical minerals NAFTA USMCS China nearshoring cadenas de valor mundiales política industrial política comercial de EE.UU industrias estratégicas semiconductores automóviles farmacéutica minerales fundamentales TLCAN T-MEC China Mexico has had an exceptionally close relationship with the United States (US) for many decades. Recent calls in the US for a new wave of “nearshoring” to help the American economy rebuild its fragmented and vulnerable supply chains following a series of disruptions and geopolitical shifts linked to the COVID-19 global pandemic, the rise of economic nationalism, China’s emergence as a global technological superpower, and growing regional conflicts raise both opportunities and challenges for Mexico. This article reviews Mexico’s bilateral economic ties with the US economy in the postwar period to highlight patterns and lessons that can be learned to deal with the current conjuncture. The global value chains (GVC) approach is utilized to show how recent US industrial and trade policies focus on a series of strategic industries such as semiconductors, automobiles, pharmaceuticals, and critical minerals in which Mexico has much to offer. However, international competition and US political dynamics require a more active and comprehensive development strategy in Mexico to achieve both development and innovation benefits. La relación de México con Estados Unidos (EE.UU.) ha sido excepcionalmente cercana durante muchas décadas. Los llamados recientes en EE.UU. pidiendo una nueva ola de “nearshoring” para ayudar a que la economía estadounidense reconstruya sus cadenas de suministro, fragmentadas y vulnerables tras una serie de interrupciones y giros políticos vinculados a la pandemia mundial de COVID-19, al surgimiento del nacionalismo económico, a la aparición de China como una superpotencia global en el ámbito tecnológico, y los crecientes conflictos regionales, han planteado oportunidades y desafíos para México. Este artículo examina los lazos económicos bilaterales de México con la economía estadounidense en el periodo de la posguerra, para destacar los patrones y las lecciones que constituyen un aprendizaje para afrontar la coyuntura actual. Recurrimos a la perspectiva de las cadenas de valor mundiales (CVM) para mostrar cómo las políticas industriales y comerciales recientes de EE.UU. se centran en una serie de industrias estratégicas, tales como semiconductores, automóviles, farmacéutica y minerales fundamentales, en la que México tiene mucho que ofrecer. No obstante, la competencia internacional y la dinámica política estadounidense exige que México adopte una estrategia de desarrollo más integral y activa para lograr obtener los beneficios tanto para el desarrollo como para la innovación. El Colegio de México A.C. 2025-05-26 info:eu-repo/semantics/article info:eu-repo/semantics/publishedVersion application/pdf application/pdf text/xml https://forointernacional.colmex.mx/index.php/fi/article/view/3129 10.24201/fi.3129 Foro Internacional; Forthcoming Foro Internacional; Próximos artículos 2448-6523 0185-013X spa eng https://forointernacional.colmex.mx/index.php/fi/article/view/3129/3261 https://forointernacional.colmex.mx/index.php/fi/article/view/3129/3262 https://forointernacional.colmex.mx/index.php/fi/article/view/3129/3272 Derechos de autor 2025 Foro Internacional
spellingShingle nearshoring
global value chains
industrial policy
US trade policy
strategic industries
semiconductors
automobiles
pharmaceuticals
critical minerals
NAFTA
USMCS
China
nearshoring
cadenas de valor mundiales
política industrial
política comercial de EE.UU
industrias estratégicas
semiconductores
automóviles
farmacéutica
minerales fundamentales
TLCAN
T-MEC
China
Gereffi, Gary
Oportunidades y dificultades del nearshoring en México
title Oportunidades y dificultades del nearshoring en México
title_alt The Promise and Pitfalls of Nearshoring in Mexico
title_full Oportunidades y dificultades del nearshoring en México
title_fullStr Oportunidades y dificultades del nearshoring en México
title_full_unstemmed Oportunidades y dificultades del nearshoring en México
title_short Oportunidades y dificultades del nearshoring en México
title_sort oportunidades y dificultades del nearshoring en mexico
topic nearshoring
global value chains
industrial policy
US trade policy
strategic industries
semiconductors
automobiles
pharmaceuticals
critical minerals
NAFTA
USMCS
China
nearshoring
cadenas de valor mundiales
política industrial
política comercial de EE.UU
industrias estratégicas
semiconductores
automóviles
farmacéutica
minerales fundamentales
TLCAN
T-MEC
China
topic_facet nearshoring
global value chains
industrial policy
US trade policy
strategic industries
semiconductors
automobiles
pharmaceuticals
critical minerals
NAFTA
USMCS
China
nearshoring
cadenas de valor mundiales
política industrial
política comercial de EE.UU
industrias estratégicas
semiconductores
automóviles
farmacéutica
minerales fundamentales
TLCAN
T-MEC
China
url https://forointernacional.colmex.mx/index.php/fi/article/view/3129
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