The Mexico Elections Guide includes analyses on US-Mexico economic relations, covering issues ranging from the implementation of the USMCA to innovation and educational exchange, specifically in the context of the 2024 elections and what a change in administration may entail.
Post-AMLO? The North American Semiconductor Opportunity
The reallocation of semiconductor supply chains closer to the U.S. market is not only about extricating away from China. It also represents a major opportunity for regional integration... All in all, a strategic approach to supply chain integration could be a powerful antidote for crude nationalism and isolationism, which, in the context of near-simultaneous elections in both countries next year, will be triggered by political actors both in Washington and Mexico City.
Outlook for 2024
The 2024 election will usher in new dynamics at all levels and the newly elected president will encounter substantial challenges related to fiscal matters, security, poverty, and healthcare... it will be crucial for the opposition, civil society, and the private sector to maintain their strength and active engagement in discussions. The renewal of the USMCA in 2026 presents additional challenges and will require a perfectly aligned internal strategy to prioritize the institutional aspects of the trilateral relationship.