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[경제] How the US-China Trade War and the Inflation Reduction Act Could Shape Mexico’s Nearshoring Future
멕시코 국외연구자료 연구보고서 Baker Institute for Public Policy 발간일 : 2024-04-23 등록일 : 2024-04-25 원문링크
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Mexico Rises to Top Trading Position With US
Due to a confluence of factors, Mexico recently emerged as the United States’ largest trading partner (Figure 1).[1] Key among these is the ongoing trade war between the United States and China, which intensified during the Trump administration and is estimated to have affected bilateral trade flows valued at roughly $450 billion.[2] Another factor is the rise of “nearshoring,” or the relocation of manufacturing to North America. This trend coincided with the COVID-19 pandemic, which exposed vulnerabilities within U.S. supply chains and prompted the U.S. government to pursue an industrial policy designed to mitigate risks.[3] Taken together, these developments triggered a geographical reconfiguration of global supply chains expected to continue well into the future.
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