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Mexico is on an absolute tear.

With rail, highway, and shipping directly into Texas, it's turning into a manufacturing powerhouse.

Texas is a huge beneficiary of this too and will get to build a lot of finished goods manufacturing.

https://www.bloomberg.com/graphics/2023-mexico-china-us-trad...

https://www.dallasfed.org/research/economics/2023/0711



Also cheap natural gas from Texas.




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