The Trump administration has expressed doubts about the institutional solidity of Mexico and its reliability as a long-term supplier. Organized crime has evolved beyond drug trafficking and can interfere with commercial logistics. The challenge is to ensure that Mexico is a reliable partner and maintains the rule of law.
The discussion of tariffs and the relocation of key industries cannot be limited to costs and efficiency. Bringing back strategic industries to the United States would ensure its autonomy in critical moments. Insecurity in Mexico, linked to the cartels and institutional fragility, is an additional concern for the United States.
The Mexican government should reconsider its stance in negotiations, taking into account the possible interference of criminal groups in the flow of strategic goods to the U.S. Mexico's defense of authoritarian regimes reinforces the perception of instability and weakens ties with Washington.
The application of "strategic protectionism" by Trump and his advisors seeks to revitalize sectors considered fundamental for national security. The imposition of tariffs has been the subject of criticism, but it aims to balance interests and ensure stability in a changing global environment.
Trump's advisors defend the application of tariffs as a measure of strategic autonomy. They argue that, although they may increase costs, they are necessary to protect against unpredictable risks. Local production would be encouraged through subsidies and balanced trade agreements.
The relocation of key sectors in Mexico has left the country vulnerable to crises and disruptions in supply chains. Washington fears the influence of organized crime in politics and legal changes that affect institutions. The ability of the cartels to disrupt supply chains is a concern for the U.S.
