BREAKING: Mexico Captures $420B Manufacturing From China — U.S. Supply Chain REWIRED in 18 Months

Описание: Mexico overtook China as America's largest trading partner in 2025 after capturing $420 billion in manufacturing capacity in just 18 months. This represents the fastest industrial relocation in modern economic history, fundamentally rewiring supply chains that took 40 years to build. From Tesla's $5B factory to Apple's component suppliers, the exodus from China to Mexico is accelerating without signs of reversal.

🔍 What This Video Covers:
How 40 years of Chinese manufacturing dominance ended in 18 months
The convergence of COVID, tariffs, and geopolitical risk that triggered exodus
Sector-by-sector breakdown: $180B automotive, $110B electronics, $65B medical devices
Why supply chain ecosystems are now replicating in North America
Strategic implications for U.S., Mexico, and China
Why this shift is permanent and irreversible

📊 Key Numbers:
$420 billion: Manufacturing capacity relocated from China to Mexico
18 months: Timeline for structural transformation (mid-2024 to late-2025)
$127 billion: Mexican manufacturing FDI in 2025 (surpassing China)
$550 billion: Mexico's manufacturing exports to U.S. in 2025
340,000: New manufacturing jobs created in Mexico
$73 billion: Margin by which Mexico exceeded China in U.S. trade

This isn't about trade wars or political rhetoric. This is about supply chain risk becoming more expensive than relocation costs, creating industrial migration at unprecedented speed.

#Mexico #China #Manufacturing #SupplyChain #Nearshoring #Tesla #Apple #Trade #Automotive #Electronics #Geopolitics #IndustrialPolicy #FDI #USMCA #EconomicTransformation

📌 Sources:
Mexico Economy Ministry FDI data, U.S. Census Bureau trade statistics, corporate investment announcements, industry capacity analysis

⚠️ Disclaimer: Analysis based on publicly announced investments and trade flow data. Production capacity estimates derived from facility size and industry standards.