How US Manufacturers Are Rerouting Supply Chains Through Mexico

Episode 13 of The Supply Chain Economy examines the growing trend of US manufacturers shifting production and logistics hubs to Mexico, not as a cost play but as a nearshoring response to trade uncertainty. Lucas and Luna break down the latest trade balance data showing imports outpacing exports by $60 billion in March 2026, and how capacity utilization at US factories hit 76.1% — a sign of strain rather than strength. They focus on the specific case of a midsize Ohio auto parts maker that moved assembly to Monterrey, cutting delivery times from 30 days to 48 hours while avoiding tariffs. The conversation also tackles whether reshoring is real or just re-routing, and how logistics providers are adapting with cross-border rail and trucking networks. No hot takes — just the numbers and the decisions behind them. #SupplyChain #Nearshoring #MexicoManufacturing #TradeDeficit #Logistics #USManufacturing #CapacityUtilization #Monterrey #AutoParts #Tariffs #CrossBorderLogistics #Reshoring #IndustrialProduction #TradePolicy #FexingoBusiness #BusinessPodcast #Economics #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo