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jurídicos",false,"https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F[HUBNews]_Padra_o182_2025_12_12_19_26_05_1765578365.webp","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F[HUBNews]_Padra_o183_2025_12_12_19_26_05_1765578365.webp","2025-12-12T00:00:00.000Z","traimakivan \u002F Envato",922,"2025-12-12T19:26:05.000Z","2025-12-12T20:00:13.000Z",[1460],{"id":1461,"newsId":1447,"languageId":5,"title":1462,"subtitle":1463,"content":1464,"summary":978,"takeaways":1465,"seoTagConversionId":8,"seoTag":8,"seoTitle":1466,"seoKeywords":1467,"seoDescription":1468,"seoAbstract":8,"seoImage":1469,"createdAt":1470,"updatedAt":1471,"language":1472},3014,"Sector industrial en México: entre ventajas competitivas y desafíos jurídicos","Exclusivo: expertos analizan el panorama del activo desde la óptica operativa y jurídica y señalan temas clave para la revisión del T-MEC","El sector industrial mexicano atraviesa un momento decisivo, marcado por un ciclo de demanda estructural ligado al nearshoring y por una creciente presión por infraestructura, energía y marcos regulatorios más previsibles.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\n\u003Ca href=\"https:\u002F\u002Fwww.griinstitute.org\u002Frealestate\u002Fcompany-profile\u002Fthor-urbana-capital_171\" target=\"_blank\">Thor Urbana\u003C\u002Fa> participa en este mercado mediante una plataforma integrada que identifica, adquiere, desarrolla, opera, reposiciona y comercializa naves industriales. En entrevista exclusiva, \u003Ca href=\"http:\u002F\u002Fwww.griinstitute.org\u002Frealestate\u002Fmember-profile\u002Flatam\u002Fandoni-gomez_30731\" target=\"_blank\">\u003Cspan class=\"data-profile-link\" data-id=\"30731\">Andoni Gomez\u003C\u002Fspan> de Segura\u003C\u002Fa>, Head of Investments - Industrial, afirma que las bases estructurales del país siguen siendo sólidas para apostar por esta clase de activo, pese al entorno de volatilidad.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nLa mano de obra calificada, la proximidad con Estados Unidos, la integración de las cadenas de suministro y la afinidad cultural figuran entre las ventajas competitivas: “Los fundamentales siguen ahí y, comparativamente, estamos mejor parados que muchos otros países”, señala.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nLas tensiones comerciales entre México y Estados Unidos no cambian esta evaluación. Para Andoni, es necesario “cruzar ese puente lo más pronto posible”, pero, independientemente del resultado de los aranceles o de las renegociaciones del T-MEC, el comercio continuará fluyendo y las ventajas comparativas del país no desaparecen.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\n“Obviamente hay que tener más cautela, sobre todo en tema de tiempos, pero estamos listos para jalar el gatillo en cuanto el panorama se aclare”, refuerza.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEn el ámbito financiero, subraya que la eficiencia está cada vez más ligada a la flexibilidad de las estructuras de capital. Los proyectos industriales requieren instrumentos capaces de adaptarse a los cambios del mercado, evitando modelos rígidos que puedan comprometer activos con fundamentos sólidos.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEl precio del suelo es otro factor relevante. Tras un ciclo de crecimiento en el sector, muchos propietarios elevaron sus expectativas, presionando el costo de entrada para nuevos desarrollos. Esta distorsión tiende a corregirse de manera gradual, hasta que oferta, demanda y expectativas alcancen un nuevo punto de equilibrio.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nCon la expectativa de una disminución en las tasas de interés, el ejecutivo considera que el mercado industrial mexicano debería recibir un nuevo impulso, aunque destaca que el capital que está regresando al sector es cada vez más sofisticado y exigente, favoreciendo plataformas que operan bajo estándares institucionales.\r\n\u003Ch2>\u003Cstrong>Energía limpia limitada por un marco jurídico desactualizado\u003C\u002Fstrong>\u003C\u002Fh2>\r\nSi la visión de \u003Cspan class=\"data-profile-link\" data-id=\"30731\">Andoni Gomez de Segura\u003C\u002Fspan> ilumina los fundamentos operativos del ciclo industrial, \u003Ca href=\"https:\u002F\u002Fwww.griinstitute.org\u002Frealestate\u002Fcompany-profile\u002Fgalicia-abogados_19839\" target=\"_blank\">Galicia\u003C\u002Fa>, un despacho de abogados reconocido en México, aclara -a través de sus especialistas- los desafíos y oportunidades derivados del marco jurídico.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nLa heterogeneidad normativa entre niveles federal y local, la falta de claridad en los procedimientos para obtener permisos y la incertidumbre regulatoria en infraestructura eléctrica e hidráulica continúan siendo obstáculos centrales.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nUno de los mayores retos es la disponibilidad de energía eléctrica confiable, especialmente en el norte del país y en el Bajío. Aun así, las nuevas leyes y reglamentos del Sector Eléctrico abren una ventana de oportunidad al permitir, según los especialistas, una mayor participación privada e introducir esquemas que pueden reducir costos y acelerar la implementación de soluciones energéticas.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEntre los avances destacan los modelos de venta directa al usuario final; el reconocimiento regulatorio de baterías “behind the meter” y sistemas de almacenamiento stand-alone; el aumento del límite para generación distribuida a 0.7 MW; y el nuevo concepto de “Grupo de Autoconsumo”, que puede transformar el consumo energético en parques industriales y clústeres productivos.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nPor otro lado, la firma advierte que la transición energética aún depende de ajustes fiscales que incentiven inversiones de largo plazo. Hoy, políticas poco coordinadas -y que todavía mantienen espacio para combustibles fósiles- limitan la expansión de energías limpias y la modernización de la infraestructura, generando brechas que afectan industrias como la automotriz y el transporte de carga.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\n“Reformas en el marco jurídico fiscal, particularmente aquellas orientadas a políticas sostenibles de largo plazo, podrían jugar un papel fundamental para que la transición energética se materialice de manera eficiente y exitosa”, afirma.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEn cuanto al comercio exterior, la regulación excesiva, los trámites redundantes y la falta de criterios uniformes hacen que el despacho de mercancías de importación y exportación sea mucho más lento que en países desarrollados.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\n“Esto provoca saturación en aduanas y puertos, incrementa costos y genera incertidumbre en las cadenas de suministro, descalificando a México como ubicación idónea para una empresa que quiere relocalizar producción”, señala la firma, que identifica la modernización digital, la estabilidad regulatoria y la previsibilidad de la política comercial como condiciones mínimas para competir por inversiones de alto valor.\r\n\u003Ch2>\u003Cstrong>Revisión del T-MEC como oportunidad\u003C\u002Fstrong>\u003C\u002Fh2>\r\nEl Tratado entre México, Estados Unidos y Canadá (T-MEC) sostiene la integración productiva regional entre los países involucrados, un componente que contribuye significativamente a la dinámica industrial del país.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nLos especialistas de Galicia destacan que el tratado ha cumplido su función al ofrecer certidumbre jurídica, reglas comerciales claras y mecanismos eficaces de solución de controversias, factores esenciales para la industria exportadora mexicana.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nLa armonización entre reglas de origen, normas laborales y estándares ambientales permitió preservar cadenas de suministro integradas y competitivas en Norteamérica, garantizando continuidad regulatoria desde el antiguo TLCAN y evitando rupturas que podrían poner en riesgo inversiones y operaciones ya establecidas.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEn julio de 2026 tendrá lugar la revisión del tratado. Galicia señala varios puntos de mejora para que México se fortalezca como destino estratégico de inversión industrial:\r\n\u003Cul>\r\n\t\u003Cli>Reforzar el estado de derecho, afectado por decisiones unilaterales en energía, hidrocarburos y regulación;\u003C\u002Fli>\r\n\t\u003Cli>Avanzar en la claridad y uniformidad de las reglas de origen, aún sujetas a interpretaciones divergentes entre los tres países en sectores como automotriz, acero y electrónicos;\u003C\u002Fli>\r\n\t\u003Cli>Revisar los mecanismos de verificación, que a menudo resultan más lentos e intrusivos de lo necesario;\u003C\u002Fli>\r\n\t\u003Cli>Modernizar la frontera norteamericana mediante procesos armonizados y mayor integración tecnológica en aduanas, con el fin de reducir tiempos y costos de cumplimiento;\u003C\u002Fli>\r\n\t\u003Cli>Fortalecer la disciplina regulatoria para evitar acciones inesperadas, como incrementos arancelarios, que desincentivan la inversión a largo plazo.\u003C\u002Fli>\r\n\u003C\u002Ful>\r\nLa firma añade que una coordinación más sólida entre las autoridades de energía e infraestructura, junto con una agenda clara sobre reglas de energía limpia y expansión de la red eléctrica, será determinante para sostener el nearshoring y garantizar competitividad a largo plazo.\u003Cbr \u002F>\r\n \r\n\u003Chr \u002F>\u003Cbr \u002F>\r\n\u003Cem>Los especialistas de Galicia que contribuyeron a este artículo son: Andrés Múñiz, Asociado Comercio Exterior; César Díaz, Asociado Energía; \u003Ca href=\"https:\u002F\u002Fwww.griinstitute.org\u002Frealestate\u002Fmember-profile\u002Flatam\u002Froxana-schafer_44619\" target=\"_blank\">Roxana Schäfer\u003C\u002Fa>, Socia Real Estate; y Samantha Silberstein, Asociada Real Estate.\u003C\u002Fem>","\u003Cul>\r\n\t\u003Cli>México mantiene ventajas clave como mano de obra calificada, proximidad con EE.UU. e integración de cadenas de suministro.\u003C\u002Fli>\r\n\t\u003Cli>Marco fiscal desactualizado limita inversiones a largo plazo y frena la expansión de energías limpias.\u003C\u002Fli>\r\n\t\u003Cli>Revisión del T-MEC se presenta como oportunidad para avanzar en la claridad y uniformidad de las reglas de origen.\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n","Sector industrial mexicano: ventajas y desafíos jurídicos","sector industrial mexicano, ventajas competitivas, desafíos jurídicos, t-mec, nearshoring, energía limpia, marco regulatorio, infraestructura industrial, inversión industrial, cadenas de suministro, transición energética, comercio exterior, aduanas México ","Exclusivo: expertos analizan el panorama del activo desde la óptica operativa y jurídica y señalan temas clave para la revisión del T-MEC\r\n","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F[HUBNews]_Padra_o18_2025_12_12_19_39_07_1765579147.jpg","2025-12-12T19:26:14.000Z","2025-12-15T10:07:10.000Z",{"code":23},{"id":25,"color":27,"translations":1474},[1475,1477,1479],{"title":26,"slug":30,"language":1476},{"code":13},{"title":37,"slug":38,"language":1478},{"code":18},{"title":33,"slug":34,"language":1480},{"code":23},[1482],{"id":49,"label":1209,"translations":1483},[1484,1486,1488],{"label":1209,"slug":1220,"language":1485},{"code":13},{"label":1223,"slug":1224,"language":1487},{"code":18},{"label":1227,"slug":1228,"language":1489},{"code":23},[1491],{"name":567,"enName":567,"ptName":567,"iso2":1492},"MX",[1494],{"name":1495,"slug":1496,"image":1497,"order":115},"Paulo Alfaro","paulo-alfaro","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews_author\u002FPaulo_Alfaro_GRI_Institute_Profile_Pic_2025_11_04_10_47_53_1762264073.jpg",{"es":1499},"\u002Fmercado-inmobiliario\u002Fsector-industrial-mexicano-ventajas-competitivas-desafios-juridicos",[1501,1502,1503,1504,1505,1506],"Infra Brazil","Infra Latam","Real Estate Brazil","Real Estate Europe","Real Estate India","Real Estate Latam"]