Perspectivas y Análisis

Mexico's CPTPP ratification of UK accession creates a second trade channel alongside the existing TCA, reshaping tariff structures for manufacturers sourcing UK components or operating in Mexico. With $8B in annual bilateral trade and CPTPP cumulation rules covering Japan, Canada, and Australia, the cost case for Mexico-based production has...

Direct flights from China to Mexico launched in 2024 are a visible signal of a deeper supply chain realignment — one where Mexico has overtaken China as the top source of U.S. imports and Chinese manufacturers are establishing operations across Mexican industrial corridors at an accelerating pace. For manufacturers of all origins, understanding...

Two-way goods trade between the U.S. and Mexico reached $872.83 billion in 2025, making Mexico America's largest trading partner for the second consecutive year. This analysis explains why the bilateral manufacturing partnership is structural — and why tariff volatility and the 2026 USMCA review don't change the fundamental investment calculus.

The modernized EU-Mexico Global Agreement, concluded in January 2025, expands preferential trade into services, digital trade, public procurement, and critical raw materials alongside existing goods tariff reductions. For foreign manufacturers in Mexico, the agreement creates a dual-corridor structure with USMCA — enabling preferential access...

Este análisis desglosa la estructura completa de costos bajo modelo shelter en México — tarifa administrativa, carga laboral, cumplimiento IMMEX, logística y tecnología — con datos verificables para proyecciones financieras 2025. Entender cada componente de costo es lo que separa una operación rentable de una que consume márgenes.

El programa IMMEX permite importar insumos libre de IVA y aranceles para manufactura de exportación, pero sus reglas de cumplimiento se han endurecido radicalmente en 2024–2025. Entender sus requisitos, costos reales y el rol del modelo shelter es esencial para cualquier fabricante extranjero que opere o planee operar en México.