Jorge Torres<\/figcaption><\/figure>\n<\/div>\n\n\n\u00abEl T-MEC no desaparecer\u00e1 si no se llega a un acuerdo este mes de julio\u00bb, afirm\u00f3 Torres.<\/p>\n\n\n\n
Torres afirm\u00f3 que existe una gran confusi\u00f3n en torno a la denominada \u00abcl\u00e1usula de caducidad\u00bb del acuerdo, el mecanismo de revisi\u00f3n incorporado al pacto comercial que entr\u00f3 en vigor en 2020.<\/p>\n\n\n\n
\u00abEs necesario realizar revisiones anuales\u00bb, afirm\u00f3.<\/p>\n\n\n\n
La revisi\u00f3n que se lleva a cabo cada seis a\u00f1os tiene por objeto determinar si el acuerdo se prorrogar\u00e1 por otros 16 a\u00f1os a partir de 2036.<\/p>\n\n\n\n
\u00abLo ideal ser\u00eda llegar a un acuerdo para prorrogar esos 16 a\u00f1os adicionales durante esta revisi\u00f3n de la cl\u00e1usula de caducidad\u00bb, afirm\u00f3 Torres.<\/p>\n\n\n\n
Sin embargo, considera que las recientes reuniones entre M\u00e9xico y Estados Unidos, junto con las negociaciones adicionales previstas en Washington, apuntan a que las conversaciones podr\u00edan prolongarse m\u00e1s all\u00e1 de 2026.<\/p>\n\n\n\n
Incertidumbre en materia de inversi\u00f3n<\/h2>\n\n\n\n
Para los fabricantes que operan en el Valle del R\u00edo Grande, Reynosa, Matamoros, Nuevo Laredo y la cadena de suministro norteamericana en general, la mayor preocupaci\u00f3n es la incertidumbre.<\/p>\n\n\n\n
Torres advirti\u00f3 de que las revisiones anuales podr\u00edan seguir influyendo en las decisiones de inversi\u00f3n y expansi\u00f3n mucho despu\u00e9s de que finalice el actual per\u00edodo de revisi\u00f3n.<\/p>\n\n\n\n
\u00abLas empresas no pueden tomar decisiones si no se prorroga el acuerdo y no se modifican las normas\u00bb, afirm\u00f3. \u00abEso genera incertidumbre\u00bb.<\/p>\n\n\n\n
Torres se\u00f1al\u00f3 que sectores como el automovil\u00edstico y el metal\u00fargico se enfrentan a un entorno especialmente complicado, ya que las negociaciones del T-MEC se desarrollan en paralelo a otras conversaciones sobre aranceles, requisitos de contenido regional y otras restricciones comerciales impulsadas por Estados Unidos.<\/p>\n\n\n\n
\u00abEn sectores como el metal\u00fargico y el de la fabricaci\u00f3n de autom\u00f3viles, la situaci\u00f3n es muy compleja\u00bb, afirm\u00f3.<\/p>\n\n\n\n
Esta incertidumbre se produce en un momento en el que los mercados industriales fronterizos, como el de Reynosa, han registrado un aumento de la tasa de desocupaci\u00f3n industrial y se han retrasado algunos proyectos, mientras las empresas esperan tener m\u00e1s claridad sobre el futuro del acuerdo comercial.<\/p>\n\n\n\n
La administraci\u00f3n de Trump pretende endurecer las normas sobre contenido regional<\/h2>\n\n\n\n
Torres afirm\u00f3 que, tras el regreso del presidente Donald Trump al cargo, se esperaba de forma generalizada un enfoque m\u00e1s estricto en materia de pol\u00edtica comercial.<\/p>\n\n\n\n
\u00abSu pol\u00edtica consiste en atraer m\u00e1s industria, m\u00e1s inversi\u00f3n y m\u00e1s producci\u00f3n a Estados Unidos\u00bb, afirm\u00f3.<\/p>\n\n\n\n
Torres prev\u00e9 que uno de los temas centrales de la revisi\u00f3n del T-MEC ser\u00e1 el aumento de los requisitos de contenido regional en sectores manufactureros de importancia estrat\u00e9gica.<\/p>\n\n\n\n
\u00abHabr\u00e1 un mayor uso de contenidos de valor regional, sobre todo procedentes de Estados Unidos\u00bb, afirm\u00f3.<\/p>\n\n\n\n
Torres afirm\u00f3 que algunas normas de origen vigentes, que actualmente se basan en clasificaciones arancelarias, podr\u00edan acabar adoptando requisitos m\u00e1s estrictos en materia de contenido regional.<\/p>\n\n\n\n
Estos cambios podr\u00edan obligar a los fabricantes a abastecerse de m\u00e1s piezas y materiales dentro de Norteam\u00e9rica, en lugar de depender de proveedores de Asia y otras regiones.<\/p>\n\n\n\n
Al mismo tiempo, Torres se\u00f1al\u00f3 que este cambio podr\u00eda generar oportunidades para M\u00e9xico.<\/p>\n\n\n\n
\u00abEso obligar\u00e1 a las empresas \u2014incluidas las extranjeras, las chinas, las asi\u00e1ticas y las europeas\u2014 a establecer plantas de materias primas y de insumos en la regi\u00f3n\u00bb, afirm\u00f3.<\/p>\n\n\n\n
A\u00f1adi\u00f3 que M\u00e9xico seguir\u00e1 siendo una pieza clave de la red industrial de Am\u00e9rica del Norte.<\/p>\n\n\n\n
El reto para M\u00e9xico<\/h2>\n\n\n\n
Torres afirm\u00f3 que las negociaciones van m\u00e1s all\u00e1 de los aranceles y las normas de origen.<\/p>\n\n\n\n
Tambi\u00e9n se espera que Estados Unidos plantee cuestiones relacionadas con las infraestructuras, la burocracia, la seguridad, las condiciones laborales, el sistema judicial y la disponibilidad de agua.<\/p>\n\n\n\n
\u00abM\u00e9xico va a tener que hacer un gran esfuerzo a nivel interno\u00bb, afirm\u00f3.<\/p>\n\n\n\n
Torres afirm\u00f3 que uno de los principales objetivos de M\u00e9xico ser\u00e1 garantizar unas condiciones arancelarias que sigan siendo m\u00e1s favorables que las de que disponen los pa\u00edses competidores.<\/p>\n\n\n\n
\u00abLa clave est\u00e1 en negociar unas condiciones arancelarias m\u00e1s favorables para M\u00e9xico que para otros pa\u00edses, de modo que el pa\u00eds siga siendo competitivo y se mantenga la inversi\u00f3n\u00bb, afirm\u00f3.<\/p>\n\n\n\n
\u00abLas reglas del juego van a cambiar\u00bb<\/h2>\n\n\n\n
Aunque Torres cree que seguir\u00e1 existiendo alg\u00fan tipo de integraci\u00f3n comercial en Am\u00e9rica del Norte, advirti\u00f3 que el resultado final sigue siendo incierto.<\/p>\n\n\n\n
\u00abNadie tiene una bola de cristal\u00bb, dijo.<\/p>\n\n\n\n
Aun as\u00ed, espera que las relaciones comerciales entre los tres pa\u00edses se mantengan.<\/p>\n\n\n\n
\u00abS\u00ed, habr\u00e1 continuidad\u00bb, afirm\u00f3 Torres, \u00abpero las reglas del juego van a cambiar\u00bb.<\/p>\n\n\n\n
Para los fabricantes y los inversores de la frontera entre Estados Unidos y M\u00e9xico, esa puede ser la conclusi\u00f3n m\u00e1s importante.<\/p>\n\n\n\n
La incertidumbre en torno a la revisi\u00f3n del T-MEC ya no se limita a lo que suceda en 2026. Se trata de si las empresas contar\u00e1n con la seguridad a largo plazo necesaria para tomar decisiones de inversi\u00f3n que, a menudo, abarcan d\u00e9cadas en el futuro.<\/p>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Un experto en comercio advierte de que, si no se prorroga el acuerdo, podr\u00edan ponerse en marcha revisiones anuales, lo que prolongar\u00eda la incertidumbre para los fabricantes y los inversores de toda Am\u00e9rica del Norte.<\/p>\n","protected":false},"author":16,"featured_media":19502,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"post_views_count":0,"footnotes":""},"categories":[2594,2335,2433,110,2367,759,1718,2530,1280,2345,816,825],"tags":[4365,2047,4367,2440,1434,2520,1490,3987,441,125,2627,220,2441,4096,2046,4366,451,2045,313,2903],"class_list":["post-19590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-comercio-internacional-es","category-estados-unidos-es","category-fabricacion-es","category-industrial-real-estate","category-inmobiliaria-industrial-es","category-international-trade","category-logistics","category-logistics-es-es","category-manufacturing","category-mexico-es","category-mexico","category-u-s","tag-canada-es","tag-canada","tag-estados-unidos-es","tag-fabricacion-es","tag-interlink-trade-services","tag-interlink-trade-services-es-es","tag-jorge-torres","tag-jorge-torres-es-es","tag-manufacturing","tag-mexico","tag-mexico-es","tag-nearshoring","tag-nearshoring-es-es","tag-politica-comercial-es","tag-t-mec","tag-t-mec-es-es","tag-trade-policy","tag-united-states","tag-usmca","tag-usmca-es-es"],"acf":{"is_features_post":[],"is_sponser":[],"hide_author":[],"hide_author_biography":[]},"yoast_head":"\n
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