Global Scans · Deglobalisation & Regionalisation · Weekly Summary

• [New] 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
• [New] 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
• [New] With new leadership could come new trade priorities: tighter labour rules, environmental standards, or renewed focus on semiconductor production and nearshoring to Mexico. Medium
• [New] 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
• [New] 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
• Sustainable practices will enhance supply chain resilience, reduce operational costs, and directly contribute to global climate change mitigation. FinancialContent
• While some advocate for reshoring and localization, China's proposal, if accepted, could reinforce the idea that deep economic interdependence, even with strategic rivals, remains a powerful force. FinancialContent
• 15-100% EU / foreign drug tariffs drive $50 B + reshoring investments by AstraZeneca, straining smaller firms amid supply chain disruptions. Ainvest
• Canada remains committed to preserving the benefits of CUSMA, strengthening supply chain resilience, and enhancing trade diversification to reduce exposure to future disruptions. GAC
• Supply chain fragility due to global chip shortages and ongoing geopolitical conflicts (e.g., Sino-U.S. tensions) could disrupt nearshoring plans. FinancialContent
• Supply Chain Diversification and Nearshoring: To mitigate tariff risks and build resilience, Walmart is aggressively diversifying its global supply chain. FinancialContent

Last updated: 25 October 2025