Germany

German companies, federal policy and investment shaping the Mexico corridor.

France

Issue 22: Europe is closing factories. What does Mexico gain?

Sep 8, 2026

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13 min read

Issue 22: Europe is closing factories. What does Mexico gain?

Why factory closures do not automatically bring new investment to Mexico. Plus gas networks, suppliers and new EU steel paperwork.

Das Mexiko Dossier

Field Notes

Sep 3, 2026

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9 min read

Field Notes: German industrial leaders want longer working weeks, while Mexico is aiming to reduce its working hours.

Mercedes-Benz and Stihl leaders want parts of German industry to move from 35 toward 40 hours without higher weekly pay. Mexico starts cutting its legal maximum from 48 to 46 hours in January and reaches 40 by 2030, with pay protected.

Das Mexiko Dossier

AI / KI

Issue 20: Mexico needs more electricity than ever. Can Germany fix the grid?

Aug 25, 2026

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19 min read

Issue 20: Mexico needs more electricity than ever. Can Germany fix the grid?

Mexico's power demand is rising fastest exactly where its grid is already tightest. Data centres are part of the reason.

Das Mexiko Dossier

Germany

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Aug 18, 2026

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15 min read

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Washington's transshipment report names two states where EU capital supplied 35% and 28% of foreign investment. The European Union is in the same Tier 1 group.

Das Mexiko Dossier

Field Notes

Aug 13, 2026

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13 min read

Field Notes: The state of AI in the corridor 2026

Someone on your team already uses AI. Plot twist, they are paying for it themselves.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Aug 11, 2026

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15 min read

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Germany's credit squeeze and what it is sending to Mexico this autumn.

Das Mexiko Dossier

Technology & Cybersecurity

+11

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

Aug 4, 2026

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17 min read

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

June's trade numbers came out in July. Mexico set an export record. Almost none of it came from the industry Germany operates there.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

Jul 28, 2026

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18 min read

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

139 companies and investors, Nvidia and BlackRock among them, committed to investing inside Germany through 2028. German capital in Mexico is deepening plants it already owns.

Das Mexiko Dossier

Field Notes

Germany and Mexico have nothing comparable about their stock markets. That is exactly why we compared them

Jul 22, 2026

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10 min read

Germany and Mexico have nothing comparable about their stock markets. That is exactly why we compared them

What the DAX and the BMV reveal about both economies that trade data cannot

Das Mexiko Dossier

Technology & Cybersecurity

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Jul 21, 2026

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17 min read

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Brussels completed its side of the interim trade agreement on July 14th. In the same week, Volkswagen set a 2030 capacity target of nine million vehicles.

Das Mexiko Dossier

Companies, Markets & Sectors

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

Jul 14, 2026

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15 min read

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

One of Germany's leading economists expects a Chinese buyer for Volkswagen. The ownership rules make that nearly impossible. They also miss what already happened. VW builds a third of its own car, buys its core technology from its Chinese partner and watched its own workers block its rescue plan on July 9th. BYD grew 315 percent in Germany in six months. Chinese brands already outsell Volkswagen in Mexico. The European Parliament opened a faster route to Mexico one day earlier, four to one, with tariff benefits possible by December. Verified new German capital moving to take it: zero.

Das Mexiko Dossier

France

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

Jul 7, 2026

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16 min read

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

60 percent of German companies plan further job cuts in Germany through 2030, per a Handelsblatt survey. German investment in Mexico dropped at least 40 percent in Mexico's record year. Three of Mexico's trade agreements moved in two weeks. BMW confirms San Luis Potosí for its next electric generation. Safran opens a US$140 million engine maintenance hub in Querétaro. Chinese brands now sell more cars in Mexico than Volkswagen.

Das Mexiko Dossier

Field Notes

Field Note: Is Mexico more digitalised than Germany?

Jul 2, 2026

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10 min read

Field Note: Is Mexico more digitalised than Germany?

Not overall. But yes on the two things you operate through: how money moves and how the state is dealt with.

Das Mexiko Dossier

Field Notes

Field Note: Around 120,000 German jobs gone in a year. We were told the work moved abroad. Abroad doesn't show it either.

Jun 25, 2026

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3 min read

Field Note: Around 120,000 German jobs gone in a year. We were told the work moved abroad. Abroad doesn't show it either.

German manufacturing job losses, the offshoring story used to explain them, and the destinations that can't account for the missing workers.

Das Mexiko Dossier

Switzerland

Issue 11: The quiet European move on Mexico

Jun 23, 2026

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11 min read

Issue 11: The quiet European move on Mexico

Europe signed a trade deal with Mexico and within weeks three players moved. France, Switzerland and Airbus each positioned differently while Germany, the largest EU trading partner, stayed quiet. The ratification clock now decides who gains the advantage.

Das Mexiko Dossier

Field Notes

Field Note: Wage Paradox Part 4: The entire business case for nearshoring

Jun 18, 2026

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11 min read

Field Note: Wage Paradox Part 4: The entire business case for nearshoring

Mexicans are the affordable ones, not the Germans. So are German workers more productive, or just more expensive to employ?

Das Mexiko Dossier

Field Notes

Field Note: Mexico's Wage Paradox, Part 3 - The Benefits Germany Stopped Paying For

Jun 4, 2026

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12 min read

Field Note: Mexico's Wage Paradox, Part 3 - The Benefits Germany Stopped Paying For

Why a German and a Mexican compensation package are built on opposite logic: where each puts health insurance, pension, vacation and profit sharing, and why comparing the two salaries tells you almost nothing.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

Jun 2, 2026

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13 min read

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

The USMCA review opens July 1 with the tariffs still on, Banxico cuts its growth forecast to 1.1%, a $1.2 billion European pharma wave lands and a ratings split puts Mexico’s credit on trial. The risks, read from the European side.

Das Mexiko Dossier

Field Notes

Field Note: Mexico’s Wage Paradox, Part 2- What the Wage Actually Buys

May 29, 2026

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14 min read

Field Note: Mexico’s Wage Paradox, Part 2- What the Wage Actually Buys

Mexico is not as cheap as we believe, and Germany is not as expensive as it seems.

Das Mexiko Dossier

Field Notes

Field Note + Free Guide: What the new EU-Mexico trade agreement means in practice

May 21, 2026

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2 min read

Field Note + Free Guide: What the new EU-Mexico trade agreement means in practice

Practical steps to follow, requirements to check and what to do next.

Das Mexiko Dossier

Technology & Cybersecurity

Issue 6: 10 Things You Need to Know Before the EU-Mexico FTA Gets Signed

May 19, 2026

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18 min read

Issue 6: 10 Things You Need to Know Before the EU-Mexico FTA Gets Signed

If you read one thing about the EU-Mexico agreement signing this week, read this.

Das Mexiko Dossier

Field Notes

Field note: Mexico's Wage Paradox - Part 1 - The Numbers That Don't Add Up

May 14, 2026

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9 min read

Field note: Mexico's Wage Paradox - Part 1 - The Numbers That Don't Add Up

Mexico is still cheap enough to sell. But the wage trajectory is no longer stable enough to ignore.

Das Mexiko Dossier

Germany

Issue 5: Mexico Is Running Three Clocks. Will It Still Miss the Alarm?

May 12, 2026

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20 min read

Issue 5: Mexico Is Running Three Clocks. Will It Still Miss the Alarm?

USMCA 2026, the EU-Mexico Free Trade Agreement and Plan México Acciones are converging in the same window. Mexico has the access. The question is whether it can keep more of the value.

Das Mexiko Dossier

Field Notes

Field Note + Free Guide: Germans and Mexicans Vol. 4 - Efficiency Requires More Than Translating Words

May 8, 2026

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13 min read

Field Note + Free Guide: Germans and Mexicans Vol. 4 - Efficiency Requires More Than Translating Words

The Germany-Mexico corridor breaks when companies translate language but not the operating system.

Das Mexiko Dossier

Germany

Issue 4: Mexico’s Nearshoring Boom Is Becoming a Querétaro Story

May 4, 2026

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14 min read

Issue 4: Mexico’s Nearshoring Boom Is Becoming a Querétaro Story

Mexico’s economy contracted. Germany’s labor market weakened. Yet Siemens, Brose, Liebherr, Hansa-Flex and Vibracoustic kept moving deeper into Querétaro and the Bajío.

Das Mexiko Dossier

Germany

Issue 22: Europe is closing factories. What does Mexico gain?

Field Notes: German industrial leaders want longer working weeks, while Mexico is aiming to reduce its working hours.

Issue 20: Mexico needs more electricity than ever. Can Germany fix the grid?

Issue 19: The White House calls it "The Great Transshipment Scam." Guanajuato and Querétaro are named in it.

Field Notes: The state of AI in the corridor 2026

Issue 18: German corporation credit access hit record low. Is the federal answer a trade mission to Mexico?

Issue 17: Washington taxes cars at 25 percent and AI servers at zero. Is it a coincidence that in Mexico, Germany builds the cars and Asia builds the servers?

Issue 16: Germany assembled €800 billion for the home market. Italy keeps buying new ground.

Germany and Mexico have nothing comparable about their stock markets. That is exactly why we compared them

Issue 15: The EU finished its side of Mexico's trade deal. Volkswagen's 2030 target sits three million cars below its pre-pandemic capacity.

Issue 14: Nobody needs to buy Volkswagen. BYD already has everything it needs.

Issue 13: Germany was Mexico's third biggest foreign investor. It fell out of the top five.

Field Note: Is Mexico more digitalised than Germany?

Field Note: Around 120,000 German jobs gone in a year. We were told the work moved abroad. Abroad doesn't show it either.

Issue 11: The quiet European move on Mexico

Field Note: Wage Paradox Part 4: The entire business case for nearshoring

Field Note: Mexico's Wage Paradox, Part 3 - The Benefits Germany Stopped Paying For

Issue 8: Washington is squeezing Mexico from the north. What does that mean for the Europeans who just moved in?

Field Note: Mexico’s Wage Paradox, Part 2- What the Wage Actually Buys

Field Note + Free Guide: What the new EU-Mexico trade agreement means in practice

Issue 6: 10 Things You Need to Know Before the EU-Mexico FTA Gets Signed

Field note: Mexico's Wage Paradox - Part 1 - The Numbers That Don't Add Up

Issue 5: Mexico Is Running Three Clocks. Will It Still Miss the Alarm?

Field Note + Free Guide: Germans and Mexicans Vol. 4 - Efficiency Requires More Than Translating Words

Issue 4: Mexico’s Nearshoring Boom Is Becoming a Querétaro Story

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