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Mexico Gains Ground in China and Is Emerging as a New Manufacturing Pole for the United States

Summary by El CEO
China’s loss of land within the United States market has created a window of opportunity for Mexico’s manufacturing industry, which is beginning to become an alternative for various strategic sectors of the American Union. According to a report by the Mexican Institute for Competitiveness (IMCO), the context of tariff tensions between the United States and China has begun to restructure value chains in North America. This has created opportuniti…
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The trade war between the United States and China is changing the map of world manufacturing, and Mexico appears as one of the main winners. Between 2018 and 2025, Mexico gained participation in 22 of the 32 manufacturing sectors classified by the Industrial Classification System of North America (SCIAN), while China lost ground in 29 of them, according to an analysis by the Mexican Institute for Competitiveness (IMCO). The study shows that the …

China’s loss of land within the United States market has created a window of opportunity for Mexico’s manufacturing industry, which is beginning to become an alternative for various strategic sectors of the American Union. According to a report by the Mexican Institute for Competitiveness (IMCO), the context of tariff tensions between the United States and China has begun to restructure value chains in North America. This has created opportuniti…

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El CEO broke the news on Tuesday, June 23, 2026.
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