Global Scans · Deglobalisation & Regionalisation · Weekly Summary

• [New] UNCTAD warned that friendshoring and nearshoring intensified again in 2025, accelerating the restructuring of trade routes already underway since the pandemic era. Splash247
• [New] Mexico real estate investment in 2025 presents unprecedented opportunities across diverse markets, from nearshoring industrial hubs to cultural tourism destinations. Oaxaca Properties
• [New] President Donald Trump's tariffs, aimed at reshoring American jobs lost to overseas manufacturing, could end up lowering domestic head count instead. CNBC
• [New] Without deep domestic supplier networks, new U.S. plants risk becoming assembly hubs dependent on imported components, undermining long-term supply chain resilience. Supply Chain Management Review
• [New] Furner is expected to advance Walmart's focus on omnichannel retail, technology integration, and supply chain resilience amid evolving global retail challenges. Guidely
• [New] Future developments in China and US rare earth deal negotiations will continue shaping global approaches to critical mineral security, supply chain resilience, and strategic material management across multiple industrial sectors. Discovery Alert
• [New] The semiconductor industry's path to $1 trillion by 2030 will be paved by sustained AI demand and a continuous drive for supply chain resilience. FinancialContent
• [New] In the UK alone, companies are expected to invest $650 billion in reshoring and nearshoring over the next three years. Global Finance Magazine
• [New] Mexico's Moment: Nearshoring sounds perfect - closer means faster shipping and lower US import tariffs risk under USMCA. 42 Signals
• Global Expansion: Leading 4 PL providers are expanding into Southeast Asia, Eastern Europe, and LATAM to be in close proximity to manufacturing, decrease risk, and support nearshoring. Precedence Research
• Recognising the increasing complexity of global supply chains and their implication for national security, the UK will support industry-led supply chain resilience in the UK defence sector. GOV.UK
• On the industrial front, Tokyo plans to establish a 10 year fund to bolster shipbuilding capabilities, an area increasingly linked to national security and supply chain resilience. ET Edge Insights
• Cities with growing nearshoring activity (e.g., Queretaro, Saltillo) or emerging coastal areas (e.g., La Paz, Baja California Sur) offer lower entry prices and high appreciation potential by 2026, provided infrastructure keeps pace with demand. Esales Overseas Property - Buy or Sell Overseas Propert
• In the long term, the structural shifts driven by inflation and deglobalization could reshape global supply chains and industrial landscapes. Valley City Times-Record
• We can anticipate a reconfiguration of global value chains, potentially leading to some reshoring of production as AI and advanced manufacturing reduce the decisive role of labour costs. FinancialContent
• Geographic diversification benefits for global lithium buyers reduce dependence on any single producing region while providing supply chain resilience during geopolitical disruptions. Discovery Alert
• The next decade will witness the complete reinvention of supply chain resilience from a defensive capability to a strategic advantage. Futurist Speaker on AI Leadership, Future of Work, Futu
• Ireland's growth outlook remains vulnerable to risks stemming from further global trade fragmentation and shifting US policies that could impact the activity and profitability of multinationals operating in Ireland. Economy and Finance
• Proximity to U.S. markets, lower tariff rates, and the potential for duty-free entry under USMCA are all reasons to evaluate nearshoring. Supply Chain Management Review
• For the industrial sector, accelerated reshoring and nearshoring to North America will continue, driven by supply chain risk mitigation and leveraging lower labour costs in regions like Mexico. FinancialContent
• Ensuring supply chain resilience and addressing the environmental impact of semiconductor manufacturing and AI's energy consumption will be ongoing challenges that require global collaboration. The Chronicle-Journal

Last updated: 13 December 2025