The Peter Zeihan Podcast Series Navigating Reindustrialization in a Deglobalized World || Peter Zeihan
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Nov 30, 2025 The landscape of global manufacturing is shifting, leading the U.S. to reindustrialize and tackle energy independence. Mexico's energy challenges threaten nearshoring, while a skilled labor shortage raises concerns for blue-collar jobs. Local zoning plays a significant role in industrial expansion, and states like Texas are well-positioned for growth. With looming geopolitical tensions, a defense build-out is on the horizon, yet this might not spark a civilian innovation boom. The complex AI supply chain faces vulnerabilities due to deglobalization, further complicating the situation.
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Start With Power
- Do prioritize local power build-out before anything else when pursuing reindustrialization.
- Without reliable electricity none of the manufacturing or supply-chain work will function.
Empty Maquiladoras In Juarez
- Juarez has vast industrial parks built for nearshoring but many warehouses sit empty due to insufficient power.
- Chihuahua City can supply electricity but lacks enough workforce and scale to absorb all demand.
Semi-Skilled Labor Shortfall
- The U.S. faces a structural shortage of semi-skilled labor due to education bias, migration curbs, and Mexico's demographic shift.
- That shortage will constrain rapid industrial ramp-ups unless training and migration policy adapt.