We are witnessing one of the most important geoeconomic realignments of the 21st century: the progressive decoupling between the United States and China. This is no longer a passing trade war or temporary tensions, but a structural reconfiguration that will define the rules of the global game for decades to come. And even if we didn’t choose it, Mexico is in the middle of the table.
We are part of a profound transformation in global trade, and the question is inevitable: how are we going to position ourselves? Taking a leading role—as the current administration has done—has been a strategic success.
The United States has decided to reduce its dependence on China in key sectors such as semiconductors, artificial intelligence, and clean energy. Washington accuses Beijing of competing with unfair practices and using its economic power under an authoritarian model. Although both countries know that a complete break is unfeasible, they also understand that interdependence no longer guarantees stability but can become a source of risk.
For its part, China doesn’t want to continue being just the world’s factory. Its objective now is to lead technologically, develop strategic industries, and reduce its vulnerability to the West. So, decoupling isn’t unilateral: it’s mutual. We’re not facing a new Cold War, but neither is it a comfortable coexistence.
In the midst of this scenario, Mexico has a historic opportunity: to reposition itself as a strategic partner of North America. Nearshoring, the reconfiguration of supply chains, and the United States’ interest in strengthening its region place us in a privileged, but not automatic, position.
Because this opportunity doesn’t materialize on its own. It’s not enough to have the USMCA or to be geographically close. Other countries—such as Vietnam, India, and Eastern European nations—are also in the race to attract investment. If we want to win, we need to support a long-term commitment, a vision of statehood, active industrial policies, and a compelling narrative: that a more integrated North America is the best response to the new global order. Maintaining unity around this is essential in the current circumstances.
Only with this unity will Mexico have modern infrastructure, legal security, a skilled workforce, and effective coordination between levels of government. We must understand that being a reliable partner is not an inherited privilege; it is a responsibility that is built day by day.
Furthermore, we must strengthen our domestic market. Mexico cannot limit itself to assembling products. It must promote local consumption, attract productive investment, and invest in technological innovation. This is not patriotic idealism: it is a concrete necessity.
The United States cannot advance its decoupling strategy without strengthening its ties with Mexico and Canada. The greater the industrial self-determination in North America, the greater the need for an integrated, solid, and functional region. And in this, Mexico has a role that no one else can assume.
But beware: if we don’t seize this opportunity, someone else will. Strategic opportunities don’t wait. Therefore, the first step has been to have a clear direction and act decisively.
Mexico cannot simply react. It must anticipate, present solutions, and lead where others hesitate. The decoupling between China and the United States is real, profound, and lasting. And for us, it could be—if we continue to do the right thing together—the best economic news in a long time.
Because beyond the political ups and downs in Washington, our success will ultimately depend on our ability to understand this historic moment and act with intelligence, ambition, and a vision for our country.
Source: informador
