The Rising Cost of Nearshoring in Mexico

In this episode of The Supply Chain Economy, Lucas and Luna examine a surprising bottleneck emerging from the nearshoring boom: the severe shortage of industrial real estate in northern Mexico. With capacity utilization at 76.1% in the U.S. and factory output rising, more manufacturers are moving production across the border. But demand for warehouse and factory space in cities like Monterrey and Ciudad Juárez has driven rents up over 30% year-over-year in 2026. We break down why land is scarce, how infrastructure lags behind corporate commitments, and what this means for the reshoring narrative. A specific look at how one state—Nuevo León—has become the hottest industrial property market in North America. #Nearshoring #Mexico #IndustrialRealEstate #SupplyChain #Manufacturing #NuevoLeon #Monterrey #Logistics #WarehouseRents #Reshoring #USMCA #TradePolicy #CapacityUtilization #FactoryOutput #CrossBorderTrade #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo