Global Scans · Deglobalisation & Regionalisation · Weekly Summary

• [New] Mexico is well-positioned to benefit from nearshoring trends, particularly in the automotive, electronics, and manufacturing sectors, which could drive investment and exports. The Chronicle-Journal
• [New] The evolution of supply chain resilience considerations will significantly influence investment patterns and development priorities across the lithium value chain over the next decade. Discovery Alert
• [New] The next decade is set to be defined by a series of interconnected, disruptive technologies and critical industries, many of which are crucial for national security, economic competitiveness, and solving global challenges like climate change and supply chain resilience. Medium
• [New] Sinopec counters with supplier diversification, AI-driven risk tools, and digital twins to enhance supply chain resilience. Ainvest
• [New] Nearshoring Opportunities Nearshoring trends are significantly boosting industrial and commercial real estate markets, as North American companies seek to relocate their operations closer to the U.S. Propertydevelopments.com
• [New] Latin American countries like Brazil and Mexico have benefited from nearshoring trends, with increased agricultural exports and manufacturing investments What Trump 2.0 could mean for emerging markets. Ainvest
• The $35 billion nearshoring opportunity in Mexico's semiconductor sector represents more than just capital flow - it's a strategic repositioning of North America's semiconductor value chain. Mexico Supply Chain Hub: Logistics & Nearshoring Analys
• Nearshoring has become a major driver of growth, with companies relocating manufacturing closer to the U.S. to reduce supply chain risks and avoid tariffs tied to China. Cio Visionaries
• With new leadership could come new trade priorities: tighter labour rules, environmental standards, or renewed focus on semiconductor production and nearshoring to Mexico. Medium
• Nearshoring in Mexico must provide companies with opportunities to reduce their carbon footprint by optimizing transportation and strengthening compliance with evolving ESG standards. Mexico Business
• Automotive: Manufacturers aim to reduce exposure to global disruptions, making nearshoring in markets like Mexico increasingly attractive. LCX Freight
• Full reshoring could shrink global trade by 18% and real GDP by 5%, without necessarily improving resilience. trans.INFO
• Supply Chain Resilience: With expanded capacity, especially in the U.S., companies expect fewer disruptions. IntuitionLabs
• Global supply chains, already strained by recent events, face further disruption and increased costs, forcing companies to accelerate their efforts in reshoring or nearshoring production, which could lead to higher consumer prices and inflationary pressures. FinancialContent
• Mexican industries must adapt by actively leveraging nearshoring opportunities, increasing domestic content and value-added in their products, embracing technological adoption and innovation (e.g., 5G, AI, robotics), and adopting sustainable practices. FinancialContent
• Manufacturing output is projected to grow with a 4.0% Compound Annual Growth Rate through 2028, and nearshoring could add an additional 3% to GDP over the next five years. / Mexico FinancialContent
• Strengthening supply chain resilience will be one of the defining cybersecurity trends in 2025. Two99
• While Mexico's automotive and electronics sectors benefit from nearshoring and USMCA's lower tariffs, the new U.S. heavy truck tariff could introduce vulnerability. Ainvest
• The OECD reasonably asserts that tariffs and broader deglobalization will diminish the pace of growth relative to prior cycles. Heptagon Capital

Last updated: 01 November 2025