The Next Phase of North American Supply Chains 

Expert Take
Written By Ryan McGrath

As trade, technology, and economic security increasingly reshape North American supply chains, where do you see the most overlooked opportunities for Mexico and companies operating there? Beyond nearshoring, what should businesses be doing now to position themselves for this new phase of regional integration?  

By Jake E. Jennings, Abel Hibert, and Óscar Arcos 

September 9, 2026

Table of Contents
 

Abel Hibert highlights Mexico’s electronics sector as a major opportunity, fueled by growing demand for AI, semiconductors, and U.S. technology investment. Despite trade uncertainty, he argues that companies can strengthen their North American footprint by expanding within these fast-growing supply chains and increasing Mexican value added. Hibert sees this momentum as another example of the deepening integration between the Mexican and U.S. economies.

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Jake E. Jennings identifies the USMCA review as a critical opportunity for companies to help shape the future of technology, communications, and AI across North America. He argues that the review could also resolve longstanding trade disputes and better align regional investment with emerging national security priorities. Jennings urges businesses to engage now, while the rules guiding the next phase of integration are still being developed.

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Óscar Arcos argues that Mexico’s next opportunity is not simply attracting production, but moving into higher-value areas of the regional economy. He encourages companies to invest beyond nearshoring by strengthening talent, digital capabilities, infrastructure, and local supplier networks. Arcos sees these investments as essential to turning North America’s technology boom into sustainable, higher-value growth for Mexico.

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Published by Basilinna Institute. All rights reserved.

 

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