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Nearshoring Büyüyor, ABD-Meksika Nakliye Kapasitesi Daralıyor ve Maliyetler Artıyor

30 Eylül 2026 22:23

Kısaca

Nearshoring büyümeye devam ediyor; 1.200’den fazla katılımcı ve 200’den fazla oturumdan oluşan Trimble Insight 2026 etkinliği konuşuldu. Bu kez belirsizliklere rağmen iki yönlü ABD-Meksika ticareti güçleniyor; otomotiv bileşenleri sınır içinde defalarca hareket edebiliyor. Sonuç olarak firmalar maliyet baskısına karşı tedarik zincirlerini yeniden değerlendirecek ve kapasiteyi güvence altına almaya odaklanacak.

Ana mesele

Nearshoring büyüyor; sürücü kıtlığı ve güvenlik riskleri maliyetleri artırıyor.

Ne değişti?

USMCA belirsizliği lojistik planlamasını etkiliyor; kapasite daralması baskıyı sürdürüyor.

Beni nasıl etkiler?

Taşıma maliyetlerinin yükselmesi ve teslimat süresi belirsizliği işletmeleri etkileyecek.

Ne oldu?

Nearshoring, mevcut güçlüklerle birlikte lojistikte baskıyı artırdı.

Neden şimdi?

Geçen yılki tarifeler ve jeopolitik belirsizlikler sürücüler ve kapasite üzerinde etkili oldu.

Neden önemli?

Taşıma maliyetleri ve tedarik süreleri işletmelerin karlılığını doğrudan etkiler.

Kimler etkileniyor?

Nakliyeciler
Üreticiler (özellikle otomotiv bileşenleri)
Perakende lojistiği yöneticileri

Sektör ve piyasa etkisi

Kuzey Amerika ticareti ve küresel tedarik zinciri fiyatlama üzerindeki baskıyı güçlendirir

Riskler

Sürücü kıtlığına bağlı kapasite yetersizliği
Maliyet artışlarının nihai tüketiciye yansıması
Gümrük ve USMCA belirsizliği nedeniyle planlama zorluğu

Takip edilmesi gerekenler

Sürücü tedarik sözleşmeleri
Kota ve sınır politikalarındaki gelişmeler
Taşıma maliyetlerindeki eğilimler
Lojistik kapasite rezervasyonları

Haberin tamamı

SAN DIEGO — Nearshoring continues to drive freight between the U.S. and Mexico, but a shrinking pool of cross-border drivers, tougher customs enforcement and increasingly sophisticated cargo theft could make moving that freight more difficult and expensive, industry executives said Tuesday.

The challenges were discussed during “The Nearshoring Update: USA-Mexico Freight” at Trimble Insight 2026 in San Diego.

The panel featured Ben Enriquez of Transport Capacity Services; Carime Duck, a licensed customs broker and president of the San Diego Customs Broker Association; and Ricardo Malacara, sales director at cargo-security technology provider Overhaul.

Trimble Insight 2026 Conference was held Sunday through Tuesday, included 1,200 attendees and featured more than 200 information sessions and product demonstrations.

Enriquez said nearshoring hasn’t disappeared despite tariffs and geopolitical uncertainty that have dominated headlines over the past year.

“The reality is that nearshoring, the ball was already rolling,” Enriquez said. “There were already manufacturing plants and expansions being done, and they continue to happen.”

Enriquez pointed to continued growth in two-way U.S.-Mexico commerce as evidence of the integration between the countries’ manufacturing sectors. He said many products, particularly automotive components, can cross the border multiple times during production.

Companies are taking a more cautious approach because of uncertainty surrounding the United States-Mexico-Canada Agreement (USMCA), he said, but “nearshoring is a reality.”

At the same time that freight demand is growing, Enriquez said the supply of drivers capable of handling cross-border shipments is coming under pressure.

Enforcement involving Mexican B-1 visa drivers, non-domiciled commercial driver’s licenses and English-language requirements has changed the economics and operating models of cross-border trucking companies, he said.

B-1 drivers generally can transport international freight into the U.S. and return with international cargo but cannot engage in domestic point-to-point transportation, known as cabotage .

Enriquez said stepped-up enforcement against drivers accused of improper domestic moves has removed drivers from the market. Combined with restrictions affecting non-domiciled CDL holders, that is reducing the pool of drivers available to both cross-border and domestic carriers.

Some Mexican trucking companies that established U.S. operations to provide door-to-door service are retreating to the traditional model of transferring trailers or freight to U.S. carriers at the border because they can no longer find enough drivers, Enriquez said.

“The market has changed in a lot of ways, and these issues are making it lose a lot of drivers,” he said.

Rising fuel expenses are putting additional pressure on small and midsize trucking companies, particularly those that must pay for fuel immediately but wait 30 to 45 days to receive payment from customers.

The result, Enriquez said, is that some fleets are reducing the number of trucks they operate because they lack either drivers or sufficient working capital.

“We are seeing that the volume is increasing,” Enriquez said, even as cross-border trucking supply contracts.

Duck said the capacity crunch is already showing up in Southern California during the fall peak shipping season.

Driver availability has become more difficult and trucking rates are increasing, she said, with fuel costs contributing to repeated price increases.

Malacara said reduced capacity can also create security vulnerabilities.

“The lack of capacity on drivers and trucks that can do cross-border increases the operation, increases the dwell times, increases the handoffs, which in turn increases the risk,” he said.

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Kaynaklar

FreightWaves

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