{"id":152960,"date":"2025-09-21T21:34:02","date_gmt":"2025-09-22T02:34:02","guid":{"rendered":"https:\/\/lospoliticosveracruz.com.mx\/?p=152960"},"modified":"2025-09-21T21:34:18","modified_gmt":"2025-09-22T02:34:18","slug":"efecto-de-los-aranceles-a-las-exportaciones-mexicanas-de-mexico-a-eu","status":"publish","type":"post","link":"https:\/\/lospoliticosveracruz.com\/?p=152960","title":{"rendered":"EFECTO DE LOS ARANCELES a las exportaciones mexicanas de M\u00e9xico a EU"},"content":{"rendered":"\n\n\n

Carlos Miguel Acosta Bravo*<\/strong><\/p>\n\n\n\n

Impronta<\/em><\/p>\n\n\n\n

Hasta septiembre de 2025, el efecto de los aranceles impuestos por Donald Trump a productos mexicanos ha tenido un impacto moderado en el comercio bilateral y presenta las siguientes caracter\u00edsticas:<\/p>\n\n\n\n\n\n

En Autom\u00f3viles y autopartes que fue sujeto a un arancel general del 25%, aunque reducido para unidades con al menos 40% de contenido estadounidense. A pesar de esto, las exportaciones automotrices mexicanas a EE.UU. cayeron un 2.9% en volumen y 5.6% en valor, afectando la industria clave de M\u00e9xico. En cuanto al cobre: Arancel del 50%, impactando exportaciones minerales selectas. Acero y aluminio: Sujetos a grav\u00e1menes del 25%, afectando la competitividad de la producci\u00f3n mexicana en sectores industriales tradicionales.<\/p>\n\n\n\n

En cuanto a productos agr\u00edcolas, algunos trasladaron incrementos arancelarios, aunque con excepciones en jugos, frutas tropicales y gasolina; el efecto fue mixto en precios y exportaciones. Otros productos como carne de res, caf\u00e9 y etanol tambi\u00e9n enfrentaron aranceles sin exenciones.<\/p>\n\n\n\n

En el sector manufacturero en general que abarca el 90% de las exportaciones mexicanas, con concentraciones fuertes hacia EE.UU. La incertidumbre comercial ha provocado ca\u00edda en la inversi\u00f3n extranjera directa en este sector (14.2%).<\/p>\n\n\n\n

M\u00e9xico mantuvo un arancel ponderado promedio relativamente bajo (8.3%) en comparaci\u00f3n con otros pa\u00edses exportadores hacia EE.UU., lo que permiti\u00f3 que las exportaciones aumentaran un 4.9% en valor, acumulando 261,000 millones de d\u00f3lares.<\/p>\n\n\n\n

La incertidumbre generada ha afectado la inversi\u00f3n extranjera y la producci\u00f3n industrial, pero la respuesta del gobierno mexicano y las modificaciones en cadenas productivas han mitigado el impacto m\u00e1s severo. Los sectores afectados de manera directa han sido automotriz, acero, aluminio, minerales y ciertos productos agr\u00edcolas y alimenticios.<\/p>\n\n\n\n

En resumen, aunque los aranceles de Trump representan un desaf\u00edo para las exportaciones mexicanas, especialmente en sectores manufacturero y agroindustrial, M\u00e9xico ha logrado mantener un nivel notable de exportaci\u00f3n a Estados Unidos gracias a adaptaciones productivas y a la estructura del Tratado T-MEC.<\/p>\n\n\n\n

Desde su imposici\u00f3n inicial en 2017 y su incremento en 2019 y en 2024-2025, los aranceles han generado un incremento en los costos de exportaci\u00f3n para M\u00e9xico. Aunque la pol\u00edtica comercial estuvo marcada por incertidumbre y negociaciones, M\u00e9xico ha buscado reducir el impacto mediante la diversificaci\u00f3n de mercados y fortalecimiento de cadenas productivas.<\/p>\n\n\n\n

Entre 2017 y 2021 las exportaciones mexicanas sufrieron volatilidades, pero con la entrada en vigor del T-MEC en 2020 se logr\u00f3 cierta estabilidad. Sin embargo, nuevos aranceles en 2024-2025 renovaron la presi\u00f3n y afectaron competitividad en sectores clave.<\/p>\n\n\n\n

Sin embargo, otro de los grandes problemas que ha enfrentado el agro y la ganader\u00eda mexicana ha sido el cierre de fronteras de Estados Unidos a la carne de res mexicana, sumado a la cuota compensatoria impuesta al jitomate provocaron que se registrara una ca\u00edda del 4.3 % en el valor de las exportaciones agroalimentarias, seg\u00fan cifras del Banco de M\u00e9xico vendi\u00f3 1,430 mil cuatrocientos treinta mil millones de d\u00f3lares menos que el mismo periodo del a\u00f1o 2024. As\u00ed la balanza agroalimentaria de M\u00e9xico termin\u00f3 con un saldo positivo de 4.8% lo que significa que se sigue exportando m\u00e1s de lo que se importa.<\/p>\n\n\n\n

El producto m\u00e1s afectado es el ganado a pie y la carne, con una disminuci\u00f3n de 18.9 por ciento al pasar de mil 989 millones de d\u00f3lares a mil 612 millones. Este desplome es consecuencia del cierre que mantiene el gobierno estadunidense al ganado bovino mexicano por un brote de gusano barrenador, el cual ha dejado p\u00e9rdidas millonarias a la industria.<\/p>\n\n\n\n

Los aranceles afectan predominantemente a sectores con alta integraci\u00f3n en cadenas globales de valor, obligando a M\u00e9xico a inducir cambios en su oferta exportadora.<\/p>\n\n\n\n

Aunque el impacto de los aranceles ha generado costos adicionales y p\u00e9rdidas moment\u00e1neas, M\u00e9xico mantiene su posici\u00f3n como socio comercial estrat\u00e9gico mediante adaptaciones y respuesta econ\u00f3mica.<\/p>\n\n\n\n

El panorama requiere continuar la diversificaci\u00f3n de mercados y fortalecer la producci\u00f3n nacional para mitigar riesgos futuros derivados de pol\u00edticas proteccionistas.<\/p>\n\n\n\n

Comente u opine a:<\/p>\n\n\n\n

cacostabravo@yahoo.com.mx<\/p>\n\n\n\n

*Maestro en comunicaci\u00f3n por la Universidad Iberoamericana, de la cual form\u00f3 parte del cuerpo acad\u00e9mico de la Licenciatura en comunicaci\u00f3n, as\u00ed como de la Universidad An\u00e1huac, camp\u00fas norte de la CDMX.<\/p>\n","protected":false},"excerpt":{"rendered":"

Carlos Miguel Acosta Bravo* Impronta Hasta septiembre de 2025, el efecto de los aranceles impuestos por Donald Trump a productos mexicanos ha tenido un impacto moderado en el comercio bilateral y presenta las siguientes caracter\u00edsticas: En Autom\u00f3viles y autopartes que fue sujeto a un arancel general del 25%, aunque reducido para unidades con al menos […]<\/p>\n","protected":false},"author":2,"featured_media":141377,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[70],"tags":[],"class_list":{"0":"post-152960","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-de-opinion"},"yoast_head":"\nEFECTO DE LOS ARANCELES a las exportaciones mexicanas de M\u00e9xico a EU - Los pol\u00edticos Veracruz<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/lospoliticosveracruz.com\/?p=152960\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EFECTO DE LOS ARANCELES a las exportaciones mexicanas de M\u00e9xico a EU - 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