Nearshoring Bottleneck Shifts to Logistics Infrastructure

New analysis reframes nearshoring constraint: logistics infrastructure, not real estate, is the binding factor. Border vacancy at 2.73%, tight truck capacity (TRAFFIX 54), and USMCA compliance pressures. B-1 driver enforcement tightening with 18.5% rate increases. Airport operator's MX$16B investment plan and 140K m² industrial park. DSV interview confirms deepening logistics ecosystem: 1,700 trucks/day, 800K shipments, three-segment view. LPA's Q2 confirms northern market weakness from USMCA uncertainty, pivoting to Greater Mexico City. Latest: computing equipment surpasses autos as Mexico's top US export, 34.4% export surge, driver shortages and Manzanillo congestion add to capacity constraints. Banxico minutes confirm tech export surge as bright spot.