Investor Presentaiton
Germany
32.5 32.0
||
24.0
13.0 12.8
8.0
United
States
Spain
China
Brazil
Thailand
Malaysia
Vietnam
Mexico
India
Mexico plays an important and growing role in the
global supply chain.
FIBRA
Macquarie
México
O
MACQUARIE
FIBRAMQ continues benefiting from nearshoring tailwinds thanks to its strong presence in
northern markets, which are being the main beneficiaries of nearshoring
Avg. manufacturing salaries (US$k/yr)¹
Impact of tariffs on US imports (%) 2
I
1.6%
0.3%
0.5%
0.6% 1
0.1%
7.0
6.0
3.0
2.5
-0.3%
-4.1%
Without tariffs
With tariffs
-0.9% 1-0.9%
-1.7%
Avg. transit time - Mexico to US (days)³
2.4
2.4
1.5
1.1
1.1
0.3
Chicago
Houston
Mexico City
3.1
3.1
2.4
2.4
2.2
1.5
Los Angeles
New York
■Monterrey ■Guadalajara
China India Japan South Mexico Taiwan Vietnam Rest of
Korea
World
China-US shipment transit time (days)4
43
83
52
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
Dec-22
• 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. Reshoring Institute (2022). 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. AlixPartners with information from
Freightos (May 2021). 4. Freightos.
2.3%
1.3%
0.4%
0.2%
0.3%
0.5%
• Mexico has been benefited from U.S.
tariffs imposed on Chinese imports
7
• China labor costs have outpaced Mexico's
in the past 10 yearsView entire presentation