Mexico's Absorption Ceiling Is Already Under Construction
Record FDI and export flows into Mexico cannot be absorbed as formal labor shrinks and infrastructure constraints compound.
Nearshoring / Mexico Industrialization
Mexico's Absorption Gap Hardens as Sovereign Credit Deteriorates
Nearshoring capital flows into Mexico while sovereign credit deterioration blocks the infrastructure response needed to absorb it.
Mexico's Nearshoring Ceiling Is No Longer Theoretical
Nearshoring capital flows into Mexico while infrastructure, energy, and enforcement constraints block durable absorption.