Investor Presentaiton
Mexico plays an important and growing role in the
global supply chain
FIBRA
Macquarie
México
O
MACQUARIE
FIBRAMQ has recently closed nearshoring-related transactions across diverse manufacturing
tenants including clean drinking water systems, semi-finished metals and auto parts
Avg. manufacturing wages (US$/hr)¹
Mexico
China
Impact of tariffs on US imports (%) 2
Without tariffs
With tariffs
4.5
2.0
6.5
4.8
2.3%
1.6%
1.3%
• China labor costs have outpaced Mexico's
in the past 10 years
0.3%
0.5%
0.6% I
0.1%
0.4%
0.2%
0.3%
0.5%
-0.3%
I
-0.9%
1-0.9%
-1.7%
1
• Mexico has been benefited from U.S.
tariffs imposed on Chinese imports
-4.1%
2010
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
China
Avg. transit time - Mexico to US (days)³
2.4
2.4
1.5
1.1
1.1
0.3
3.1
3.1
2.4
2.4
2.2
1.5
Chicago
Houston
Los Angeles
New York
Mexico City
■Monterrey ■Guadalajara
|
India Japan South Mexico Taiwan Vietnam Rest of
Korea I
World
China-US shipment transit time (days)4
43
83
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
61
• Mexico's proximity to the U.S. allows
companies to shorten their supply chains
while having increased oversight of their
production
• Nearshoring driven by lower carbon
emissions, higher dependability, shorter
lead times and lower shipping costs
1. PwC analysis of data from International Labor Comparison and IHS Markit. 2. Peterson Institute for International Economics - Changes in market share reflect change in each partner's average US import market share during the period July 2016-December 2017 and the period July 2018-December 2019. 3. AlixPartners7
with information from Freightos (May 2021). 4. Freightos.View entire presentation