The rearrangements of power in Mexico reflect a continuous struggle to balance forces between political, economic and social actors, which often manifest themselves in significant crises and transitions. The country silently observes this transition, where little by little the different groups rearrange themselves and try to shape a new power structure.
In the last two weeks, new spaces of struggle have been glimpsed with the possibility of possible public-private associations, one of them is housing, with the proposal that Infonavit become a builder, which puts on the table negotiations this possibility. Infonavit was founded in 1972 during the government of Luis Echeverría Álvarez, 20 years later, during the administration of Carlos Salinas de Gortari, it stopped building homes since 1992, when the Infonavit Law was reformed and it was established that the institute would dedicate to manage the fund and place credits. The current administration has opened the possibility for Infonavit to build housing again, a proposal that has been accompanied by the idea of building rental housing.
Added to this debate are concerns about the infrastructure program in the country and the budget restriction, to which Alejandro Malagón Barragán, president of the Confederation of Industrial Chambers of Mexico, proposed in Nuevo León to go for investment mechanisms in public associations. -private (APPs). The dilemma facing the current administration is to carry out a broad fiscal reform that provides sufficient resources to the public sector or to outline the way in which public-private agreements will be structured for the development of the country’s infrastructure, which is not only road infrastructure, but also railways, airports, energy, water and environmental care. Around this, a new structure of public-private cooperation will have to be defined in this administration and the agility with which they are resolved will depend on whether in 2025 there will be no road junctions, stagnation of goods and avoiding a repeat of the crisis. of water observed in 2024.
At the annual meeting of industrialists held in Nuevo León, FEMSA advanced certain ideas about the 2030 Agenda, pointing out that resources must be measured and managed proactively, such as water, and connect these efforts with the global sustainable development goals. An example is the sustainability work that FEMSA is doing, as they have launched green bonds and are integrating sustainability throughout their value chain, ensuring that companies in their network also measure and reduce their environmental impact. This demonstrates how value can be captured through sustainability and positively impact the entire supply chain.
In this context, another of the great rearrangements of power will occur around the renegotiation of the T-MEC, as noted at the meeting of industrialists, climate change represents one of the most important challenges of our time, Mexico has a position privileged due to its ability to take advantage of clean energy, such as solar, which reinforces the idea of a nearshoring sustainable. This concept implies not only attracting foreign investment, but doing so with a focus on sustainability, minimizing the carbon footprint. Adding that it is crucial that the United States recognizes the opportunity to collaborate in this regard, seeing that Mexico can offer a small environmental footprint along with a large force of talent. If we fail to grasp this opportunity soon, we could miss it.
Regarding the industry of the future, a crucial point will be the rules for the development of artificial intelligence (AI), which is one of the biggest challenges we face in how to manage its rapid advance in the face of a regulatory framework that does not advance at the same pace. It is essential to learn from the experiences of other countries so as not to be left behind in this area. Furthermore, the servers that power AI technologies consume enormous amounts of energy, even more than some countries, such as Argentina. This requires us to be aware of our digital footprint and ensure that the energy used comes from clean and sustainable sources. From this discussion arose the concept of environmental intelligence, where AI could be key to solving logistics problems in Mexico. For example, currently 30 percent of the food produced does not reach its final destination. AI can optimize these supply chains and reduce losses, opening new opportunities to improve efficiency.
Another area where a rearrangement of power will have to be defined will be in the transformation of cities, which will have to be managed in a broad and efficient manner. There are many pending issues to address its transformation; the problem of mobility must be framed within a framework of digital transformation in cities. This multisector effort, which involves universities, companies and the government, requires a major redesign, since we have to think about a major transformation in the next 50 years. All this is the great feat that will have to be fought with the rearrangement of power that has begun, with many unresolved questions and to resolve them, great battles will have to be fought to configure a new scheme of power in this decade.
