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November 2016 Trump y la relación comercial México – Estados Unidos 1

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Page 1: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

November 2016

Trump y la relación comercial México –Estados Unidos

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Page 2: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

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Page 3: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

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Manufacturing employment USA Participación de México en importaciones EE.UU.

NAFTA China OMC

Fuente: Bureau of Labor Statistics, US Census Bureau y INEGI

Great Recession

Empleo manufacturero EE.UU

Page 4: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

4Fuente: Bureau of Labor Statistics e INEGI

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Empleo manufacturero EE.UU Empleo manufacturero México

Page 5: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

México

5Fuente: Elaboración propia con Bureau of Labor Statistics y US Census Bureau

R² = 0.0018

-10

-8

-6

-4

-2

0

2

-0.8 -0.6 -0.4 -0.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2

∆ E

mp

leo

man

ufa

ctu

rero

EE.

UU

∆ Participación México importaciones EE.UU

Page 6: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

China

6Fuente: Elaboración propia con Bureau of Labor Statistics y US Census Bureau

R² = 0.3583

-10

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-4

-2

0

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-1.5 -1.0 -0.5 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5

∆ E

mp

leo

man

ufa

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EE.

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∆ Participación China importaciones EE.UU

Page 7: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Cuota de mercado de las importaciones de Estados-Unidos

7Fuente: Fuente: Elaboración propia con US Census Bureau

13.5

20.8

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Mexico China Canada Japan Germany

Page 8: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Cuota de mercado de las exportaciones de Estados-Unidos

8Fuente: Fuente: Elaboración propia con US Census Bureau

16.0

7.4

0

5

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25

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87

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México China Canada Japón European Union

Page 9: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Mexico exportadorPart B Mexico Exports to major trading partners and duties faced

Major markets

Bilateral imports Diversification MFN AVG of Pref. Duty-free imports

in million95% trade in no.

oftraded TL margin TL Value

US$HS 2-

digit

HS 6-

digitSimple Weighted Weighted in % in %

Agricultural products

1. United States of

America2013 18,493 21 102 7.2 6.4 6.2 99.7 99.9

2. Canada 2013 1,480 12 56 6.8 0.9 0.9 96.8 99.9

3. European Union 2013 1,206 20 60 13.4 6.5 4.4 75.8 81.3

4. Japan 2013 876 17 58 13.2 12.2 7.4 65.1 44.0

5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0

Non agricultural products

1. United States of

America2013 251,714 51 582 3.5 1.9 1.9 100.0 100.0

2. Canada 2013 24,193 43 351 3.3 2.8 2.8 100.0 100.0

3. European Union 2013 20,846 51 401 4.4 2.0 2.0 99.8 100.0

4. China 2013 10,094 31 188 9.0 5.3 0.0 11.3 64.0

5. Brazil 2013 5,695 44 299 13.1 20.2 17.5 29.0 74.5

9Fuente: OMC

Page 10: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Estados Unidos importador

10

UNITED STATES MFN applied duties Imports

Product groupsAVG Duty-free Max Share Duty-free

in % in % in %

Animal products 2.2 30.8 26 0.4 24.9

Dairy products 17.2 0.3 188 0.1 14.2

Fruit, vegetables, plants 4.7 21.1 132 1.3 28.8

Coffee, tea 3.3 53.5 44 0.5 74.4

Cereals & preparations 3.0 20.1 44 0.7 31.5

Oilseeds, fats & oils 7.3 25.9 164 0.4 36.5

Sugars and confectionery 11.7 2.7 55 0.2 6.3

Beverages & tobacco 18.6 26.2 350 1.1 48.2

Cotton 4.8 38.3 18 0.0 79.0

Other agricultural products 1.0 61.0 52 0.3 67.5

Fish & fish products 0.8 84.6 35 0.8 90.4

Minerals & metals 1.8 60.9 38 12.5 73.4

Petroleum 1.3 0 11 13.4 0

Chemicals 2.8 40.8 7 9.8 65.0

Wood, paper, etc. 0.5 90.1 14 3.5 92.3

Textiles 7.9 15.0 41 1.9 12.6

Clothing 12.0 2.8 32 3.8 1.8

Leather, footwear, etc. 3.8 39.1 54 2.7 17.6

Non-electrical machinery 1.2 65.2 10 14.0 79.4

Electrical machinery 1.7 49.0 15 13.2 68.3

Transport equipment 3.1 55.3 25 13.0 15.0

Manufactures, n.e.s. 2.5 44.2 36 6.6 70.8

Fuente: OMC

Page 11: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Estados Unidos exportador

11

Part B Exports to major trading partners and duties faced

Major markets

Bilateral imports Diversification MFN AVG of Pref. Duty-free imports

in million 95% trade in no. of traded TL margin TL Value

US$ HS 2-digit HS 6-digit Simple Weighted Weighted in % in %

Agricultural products

1. China 2013 25,365 17 31 15.4 11.2 1.8 7.4 5.6

2. Canada 2013 21,256 27 254 22.4 12.0 5.8 91.7 97.5

3. Mexico 2013 19,557 30 406 22.2 38.4 37.3 96.0 94.4

4. Japan 2013 14,518 30 324 22.0 19.1 0.0 23.0 36.2

5. European Union 2013 12,163 28 168 14.7 4.7 0.0 14.0 49.2

Non-agricultural

products

1. Canada 2013 212,581 59 1,267 2.5 2.2 2.2 100.0 100.0

2. European Union 2013 200,485 65 1,388 4.4 1.5 0.0 24.0 66.1

3. Mexico 2013 163,907 69 2,350 8.8 7.7 7.5 99.4 99.1

4. China 2013 120,416 56 888 9.0 5.0 0.0 8.8 36.5

5. Japan 2013 54,081 63 1,066 3.0 0.7 0.0 55.5 84.8

Fuente: OMC

Page 12: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Mexico importador

12

México MFN applied duties Imports

Product groups

AVG Duty-free Max Share Duty-free

in % in % in %

Animal products 29.8 5.6 150 1.2 2.6

Dairy products 27.0 3.1 75 0.5 9.0

Fruit, vegetables, plants 16.6 5.2 150 0.6 4.3

Coffee, tea 26.7 4.2 75 0.2 9.7

Cereals & preparations 13.1 15.2 75 1.8 61.0

Oilseeds, fats & oils 11.4 39.5 100 1.5 65.0

Sugars and confectionery 43.3 0 150 0.3 0

Beverages & tobacco 27.2 2.6 67 0.3 17.1

Cotton 0.0 100.0 0 0.1 100.0

Other agricultural products 6.7 47.6 36 0.6 57.0

Fish & fish products 17.0 9.6 20 0.2 9.4

Minerals & metals 2.8 75.6 15 12.0 80.4

Petroleum 0.1 98.1 5 6.8 97.9

Chemicals 2.4 72.2 27 12.5 56.9

Wood, paper, etc. 4.4 50.8 15 3.0 65.7

Textiles 9.8 11.4 25 2.4 21.8

Clothing 21.1 0 25 0.8 0

Leather, footwear, etc. 6.2 61.6 46 2.2 58.4

Non-electrical machinery 2.8 77.8 20 16.9 89.8

Electrical machinery 3.5 69.2 20 22.0 83.5

Transport equipment 8.5 45.7 50 9.3 49.5

Manufactures, n.e.s. 5.2 56.9 20 4.8 71.1

Fuente: OMC

Page 13: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Crecimiento promedio annual para el periodo 1994 - 2014

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Fuente: US Bureau Census

Page 14: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Crecimiento anualT2-T3 2015

14Fuente: US Bureau Census

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Page 15: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Tasa de desempleoMayo 2016

15Fuente: Bureau of Labour Statistics

6.7

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0

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Page 16: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Cuota de mercado de las importaciones de autopartes de Estados-Unidos

Mexico, 62,799, 28%

Canada9%

China17%

Japan9%

Germany7%

Korea5%

Taiwan2%

Italy2%

Thailand1%

Other20%

Total NAFTA37%

Fuente: UN Comtrade

Page 17: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

Mexico, 41,563, 32%

Canada29%

China4%

Germany3%

United Kingdom3%

Japan2%

Australia2%

Brazil2%

Korea2%

Other21%

Cuota de mercado de las exportaciones de autopartes de Estados-Unidos

Total NAFTA61%

Fuente: UN Comtrade

Page 18: Trump y la relación comercial México Estados Unidos · 5. Venezuela 2013 332 12 21 16.6 16.4 1.0 0.0 0.0 Non agricultural products 1. United States of America 2013 251,714 51 582

[email protected]

@eledeceTwitter: @cmm_mx

Facebook: https://www.facebook.com/cmm.mx

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