{"id":68025,"date":"2026-01-14T12:10:51","date_gmt":"2026-01-14T15:10:51","guid":{"rendered":"https:\/\/todologisticanews.com\/site\/?p=68025"},"modified":"2026-01-14T12:10:59","modified_gmt":"2026-01-14T15:10:59","slug":"mexico-ue-y-vietnam-los-principales-beneficiarios-de-la-guerra-comercial-de-trump","status":"publish","type":"post","link":"https:\/\/todologisticanews.com\/site\/mexico-ue-y-vietnam-los-principales-beneficiarios-de-la-guerra-comercial-de-trump\/","title":{"rendered":"M\u00e9xico, UE y Vietnam, los principales beneficiarios de la guerra comercial de Trump"},"content":{"rendered":"\n<p>M\u00e9xico, UE y Vietnam, los principales beneficiarios de la guerra comercial de Trump. La guerra comercial lanzada por Donald Trump contra China ha reconfigurado el comercio global y generado ganadores claros: M\u00e9xico, la Uni\u00f3n Europea y Vietnam. Asegur\u00f3 <strong>Alejandro Werner<\/strong>, director y fundador del Georgetown Americas Institute, durante el Seminario de Perspectivas Econ\u00f3micas 2026.<\/p>\n\n\n\n<p>En los \u00faltimos ocho a\u00f1os, la penetraci\u00f3n de las importaciones chinas en Estados Unidos cay\u00f3 del 22 % al 9 %, mientras que la UE aument\u00f3 su participaci\u00f3n del 16 % al 19 %, M\u00e9xico del 13 % al 15 % y Vietnam del 2 % al 5 %. Corea del Sur tambi\u00e9n gan\u00f3 terreno, pasando del 2 % al 4 % de las importaciones estadounidenses. Por el contrario, Canad\u00e1 y Jap\u00f3n perdieron cuota, con ca\u00eddas a 11 % y 4 %, respectivamente.<\/p>\n\n\n\n<h2>China contribuye con la inflaci\u00f3n<\/h2>\n\n\n\n<p>Werner explic\u00f3 que China, con exceso de capacidad, exporta productos a bajo costo que generan <strong>presiones deflacionarias<\/strong> globales, contribuyendo a contener la inflaci\u00f3n. Esto tambi\u00e9n provoca efectos competitivos que podr\u00edan derivar en respuestas proteccionistas; como los aranceles aplicados en M\u00e9xico, aunque considera que muchas de estas medidas no son estrat\u00e9gicas.<\/p>\n\n\n\n<p>El economista destac\u00f3 la importancia de alinear las pol\u00edticas arancelarias con agendas comerciales estrat\u00e9gicas. Por ejemplo, dijo, \u201ces ideal que M\u00e9xico produzca m\u00e1s autom\u00f3viles para el mercado estadounidense; arancelar autos el\u00e9ctricos chinos solo tiene sentido si forma parte de un acuerdo que fortalezca el sector automotriz en Norteam\u00e9rica\u201d.<\/p>\n\n\n\n<p>Seg\u00fan Werner, imponer tarifas a productos subsidiados, como zapatos o bienes de consumo, se puede aprovechar para reubicar factores de producci\u00f3n y beneficiarse de los subsidios chinos; mientras que en sectores estrat\u00e9gicos, como chips o productos m\u00e9dicos, la situaci\u00f3n requiere mayor cuidado.<\/p>\n\n\n\n<p>En s\u00edntesis, la guerra comercial estadounidense ha creado oportunidades para M\u00e9xico, la UE y Vietnam; pero tambi\u00e9n evidencia la necesidad de <strong>pol\u00edticas comerciales estrat\u00e9gicas<\/strong>, que fortalezcan la industria interna, aprovechen la diversificaci\u00f3n de mercados y minimicen impactos negativos sobre el consumidor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong><em>TodologisticaNEWS: Las principales noticias sobre puertos, log\u00edstica, transporte y comercio exterior<\/em><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"M\u00e9xico, UE y Vietnam, los principales beneficiarios de la guerra comercial de Trump. La guerra...","protected":false},"author":957,"featured_media":68048,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"episode_type":"audio","audio_file":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","date_recorded":"","explicit":"","block":"","filesize_raw":""},"categories":[10276],"tags":[470,214,258,100,215,145,10612,10404],"yst_prominent_words":[948,1413,1399,700,1386,1246,5948,712,5775,7300,927],"series":[],"episode_featured_image":"https:\/\/todologisticanews.com\/site\/wp-content\/uploads\/2026\/01\/Banner_Autos_14-01-2026.jpg","episode_player_image":"https:\/\/todologisticanews.com\/site\/wp-content\/uploads\/2020\/05\/LOGO-PODCAST.jpeg","download_link":"","player_link":"","audio_player":false,"episode_data":{"playerMode":"dark","subscribeUrls":{"apple_podcasts":{"key":"apple_podcasts","url":"https:\/\/podcasts.apple.com\/uy\/podcast\/todologistica\/id1515118482","label":"Apple Podcasts","class":"apple_podcasts","icon":"apple-podcasts.png"},"google_podcasts":{"key":"google_podcasts","url":"","label":"Google Podcasts","class":"google_podcasts","icon":"google-podcasts.png"},"spotify":{"key":"spotify","url":"https:\/\/open.spotify.com\/show\/10D0EeKwuNi9BrB6KSt4px?si=Tn0hRTGJQwW6HqtWKotEZg","label":"Spotify","class":"spotify","icon":"spotify.png"},"stitcher":{"key":"stitcher","url":"","label":"Stitcher","class":"stitcher","icon":"stitcher.png"},"ivoox":{"key":"ivoox","url":"","label":"iVoox","class":"ivoox","icon":"ivoox.png"}},"rssFeedUrl":"https:\/\/todologisticanews.com\/site\/feed\/podcast\/todologistica","embedCode":"<blockquote class=\"wp-embedded-content\" data-secret=\"WIPErdwfqA\"><a href=\"https:\/\/todologisticanews.com\/site\/mexico-ue-y-vietnam-los-principales-beneficiarios-de-la-guerra-comercial-de-trump\/\">M\u00e9xico, UE y Vietnam, los principales beneficiarios de la guerra comercial de Trump<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/todologisticanews.com\/site\/mexico-ue-y-vietnam-los-principales-beneficiarios-de-la-guerra-comercial-de-trump\/embed\/#?secret=WIPErdwfqA\" width=\"500\" height=\"350\" title=\"\u00abM\u00e9xico, UE y Vietnam, los principales beneficiarios de la guerra comercial de Trump\u00bb \u2014 TodoLOGISTICA NEWS\" data-secret=\"WIPErdwfqA\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/*! 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