Nearshoring & Foreign Investment

Nearshoring projects, site selection, capital flows and investment decisions.

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

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

Field notes

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

Jul 24, 2026

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7 min read

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

The US imposed Section 301 tariffs on 60 economies over forced labor enforcement. Mexico and the EU landed in the same category. Here is what changes at the border from Monday.

Das Mexiko Dossier

Field notes

Field Note: Germany Is Exporting More Than Factory Work

Jul 16, 2026

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7 min read

Field Note: Germany Is Exporting More Than Factory Work

Hot take from Palmer Luckey, manufacturing countries are capturing the engineering capability that European and American companies assume will stay at home.

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: 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

Nearshoring & Foreign Investment

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

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?

Field Note: Announced last night in Washington. From this morning, some Mexican goods cost 10 percent more to sell in the US.

Field Note: Germany Is Exporting More Than Factory Work

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

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

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