Mexico, nearshoring, and the Americas supply chain. Factories move from China to Mexico; the USMCA review decides whether the bet pays; Latin America supplies copper, lithium, and food.
Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2022–2035.
Second-order effects
Mexican wages and the peso rise; US border logistics become the new bottleneck; tariff policy toward Mexico becomes the swing variable for autos and appliances.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
Solutions it threatens
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.