Section-301
3 articles
- The Nearshoring Premium Is a 3–4% Price Increment
Nearshoring adds about 3–4% to the shelf price of Vietnam-sourced goods and almost nothing to USMCA-qualifying Mexican goods. Loyalty weakens when brands raise prices faster than private labels while household discretionary budgets are under pressure.
- The Mature-Node Scarcity Paradox
U.S. export controls aimed at leading-edge chips inadvertently created a pricing-power windfall in China's mature-node foundries. The mechanism: a deliberate policy line, state capital reallocation, and an unmodeled AI demand shock.
- The Unit Economics of Nearshoring: Why Mexican Auto Parts Are Cheaper to Buy in the U.S. — For Now
Operational breakdown of nearshoring unit economics — ex-factory vs. landed cost, tariff mechanics, capacity constraints, and why the Mexico-China cost gap is narrower than the narrative suggests.