The company Nemak, which is part of Grupo Alfa, is considering moving its operations from Mexico to the United States, which has generated different opinions within the Garza Sada family, the owner of the conglomerate. Armando Garza Sada, former chairman of the group's board of directors, has close ties in Palacio Nacional and is part of the advisory group of Altagracia Gómez. On the other hand, Álvaro Fernández Sada, the current leader of the group and of companies like Nemak, shows a more critical stance regarding the situation.
Fernández Sada has strong political connections, especially with opposition members, and doubts Claudia Sheinbaum's ability to negotiate with the White House, warning of potential tariffs of 25% on Mexican imports. In addition, Nemak faces the imposition of tariffs of 25% on steel and aluminum imports, which would significantly impact the group.
In this context, Nemak's position focuses on the economic viability of a potential relocation. Meanwhile, the possible departure of the company raises concerns in the government, as it would add to the trend of Asian companies also considering moving their investments to the United States. The deadline set by Trump to review the tariffs on Mexico ends next Monday, keeping the involved parties in suspense.
On the other hand, the absence of Sheinbaum and Ebrard at an industrial forum in Monterrey is seen as a blow to Garza Sada, who has close ties with the current government. Armando Tamez, CEO of Nemak, recently mentioned the possibility of moving the company's production to the United States, which would indicate a significant change in the industrial landscape in Mexico.
