{"id":9173,"date":"2021-03-16T11:00:39","date_gmt":"2021-03-16T17:00:39","guid":{"rendered":"https:\/\/backup.primeaction.com\/sp\/?p=9173"},"modified":"2021-03-10T22:48:27","modified_gmt":"2021-03-11T04:48:27","slug":"ally-shoring-la-oportunidad-de-reemplazar-a-china-como-proveedores-de-eu","status":"publish","type":"post","link":"https:\/\/backup.primeaction.com\/sp\/ally-shoring-la-oportunidad-de-reemplazar-a-china-como-proveedores-de-eu\/","title":{"rendered":"\u2018Ally-shoring\u2019, la oportunidad de reemplazar a China como proveedores de EU"},"content":{"rendered":"

En 2020, M\u00e9xico recibi\u00f3 31,000 millones de d\u00f3lares en inversi\u00f3n extranjera directa, sin embargo, la voluntad de Estados Unidos de desacoplar su cadena productiva de la proveedur\u00eda China representa una oportunidad de duplicar el monto de inversi\u00f3n que puede recibirse cada a\u00f1o debido a la tendencia denominada ally-shoring.<\/p>\n

El reporte The Case and Path of Development for Ally- Shoring, elaborado por la US-Mexico Foundation, explica que esta tendencia de reubicar las cadenas productivas puede ser una oportunidad valiosa para la din\u00e1mica econ\u00f3mica de M\u00e9xico<\/p>\n

\u201cAm\u00e9rica del Norte busca generar desarrollo econ\u00f3mico, trabajo, crecimiento. La integraci\u00f3n de la cadena de suministro se hizo m\u00e1s urgente por el impacto econ\u00f3mico de Covid-19, pues la pandemia expuso la naturaleza fr\u00e1gil de muchas cadenas de suministro cr\u00edticas, y evidenci\u00f3 particularmente la dependencia excesiva de China\u201d, se\u00f1ala el documento.<\/p>\n

En entrevista con Forbes M\u00e9xico, Enrique Perret, internacionalista experto en la relaci\u00f3n M\u00e9xico-Estados Unidos y director de la US-Mexico Foundation, explica que la decisi\u00f3n de Estados Unidos, de acortar la dependencia de la proveedur\u00eda asi\u00e1tica est\u00e1 relacionada con el riesgo de exposici\u00f3n a productos poco confiables o sin propiedad intelectual.<\/p>\n

Se\u00f1ala que, ante la par\u00e1lisis generada por la pandemia, muchas industrias han visto reducida la llegada de componentes cr\u00edticos, lo que evidenci\u00f3 cadenas de suministro opacas y fr\u00e1giles en industrias como biotecnolog\u00eda<\/p>\n

\u201cSe ha acelerado el proceso de b\u00fasqueda de que las cadenas de suministro puedan integrarse m\u00e1s con Am\u00e9rica Latina, hace algunos a\u00f1os se hablaba de off-shoring, que era la b\u00fasqueda de instalaci\u00f3n de algunos procesos productivos en locaciones que fueran competitivas, luego se habl\u00f3 del near-shoring, que era hacer eso mismo pero en pa\u00edses cercanos, luego vino el re-shoring, que era regresar el proceso. En el caso de ally-shoring se trata de reubicar estos procesos en pa\u00edses que coincidan en aspectos fundamentales, por eso la oportunidad es tan grande para M\u00e9xico\u201d, detalla.<\/p>\n

Perret indica que M\u00e9xico y Estados Unidos ya son socios comerciales: nuestro pa\u00eds env\u00eda 80% de sus exportaciones al mercado estadounidense y, por cada d\u00f3lar, las exportaciones mexicanas contienen 40 centavos en componentes estadounidenses.<\/p>\n

En los sectores automotriz, aeroespacial, defensa, telecom, la industria de dispositivos m\u00e9dicos, conductores y chips, la oportunidad para M\u00e9xico es vasta ante la tendencia de ally-shoring; adem\u00e1s, cuenta con el T-MEC como un factor a favor.<\/p>\n

\u201cPodr\u00edamos pensar que hoy tenemos una ventana de 4 a\u00f1os, pero es s\u00f3lo el inicio, hay una ventana m\u00e1s larga porque la carrera tecnol\u00f3gica va a durar un par de d\u00e9cadas y M\u00e9xico no s\u00f3lo tiene proximidad, sino un acuerdo comercial que plantea reglas claras en materia laboral, de cumplimiento. M\u00e9xico tiene grandes ventajas, mano de obra joven, una base productiva manufacturera y mucha experiencia en sectores clave\u201d, afirma.<\/p>\n

\u00bfQu\u00e9 necesita M\u00e9xico para (verdaderamente) aprovechar esta oportunidad? Para Enrique Perret, la tarea de M\u00e9xico es comportarse como aliado comercial y, en ese sentido, apunta que para el presidente Joe Biden hay cuestiones importantes en la agenda, como el cambio clim\u00e1tico y las energ\u00edas limpias.<\/p>\n

\u201cPara las empresas hay factores que tienen peso en la toma de decisiones sobre inversi\u00f3n, como el acceso a la energ\u00eda barata y limpia, el acceso log\u00edstico, la regulaci\u00f3n de exportaci\u00f3n. Tenemos todo para aprovechar este momento\u201d, a\u00f1ade.<\/p>\n","protected":false},"excerpt":{"rendered":"

Estados Unidos busca el desacoplamiento de su cadena productiva con Asia; el llamado ‘ally-shoring’ implica una oportunidad para M\u00e9xico.<\/p>\n","protected":false},"author":10,"featured_media":9175,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-post.php","format":"standard","meta":{"_eb_attr":"","site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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