Rosarito Desalination Project; The Strawberry Problem; USMCA
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著者:
- Rosarito's $304 million desalination plant has finally moved forward with Cox receiving the construction contract.
- The first phase of the plant is designed to deliver approximately 190 million liters of water daily, serving about 1 million people in Rosarito and Southwest Tijuana.
- Construction is expected to take three years, and this project is much more than just a water project; it is essential for Tijuana's continued population growth and its advanced manufacturing base.
- The plant will add a supply independent of the Colorado River, removing a significant constraint from future industrial and biomanufacturing investment.
- Risks to watch include execution, electricity requirements, brine disposal, and whether distribution infrastructure keeps pace with the plant.
- The U.S. Commerce Department preliminarily determined that Mexican winter strawberries were being sold below fair value.
- The calculated margins are 5.28% for Driscoll's Mexican operation, 3.37% for mainland farms, and 4.83% for other exporters.
- The affected winter import market was worth 933 million dollars in the most recent investigated season.
- A final commerce determination is expected around January 8, 2027.
- Baja California, particularly San Quentin and Ensenada, is one of Mexico's leading strawberry-producing regions, and even a modest duty can affect grower margins, customs costs, distributor pricing, and investment decisions in cold storage and agricultural logistics.
- Mexico said on August 21st that discussions with Washington are progressing on steel, aluminum, and replacing Asian inputs with more North American production.
- The United States declined in July to extend USMCA for another 16-year term, and the agreement remains operative through 2036, but annual reviews continue until the countries agree on an extension.
- The fourth U.S.-Mexico negotiating round is expected in Washington in September, with regional manufacturing, supply chain security, labor, agriculture, and automotive rules among the central issues.
- Calibaha could benefit if tighter rules favor genuinely North American production over Asian inputs, but unresolved rules of origin and sectoral tariffs may delay cross-border factory expansions and venture investment until companies can model the new economics confidently.
- Thanks for listening to the Calibaha Business 180, a three-minute business briefing snackcast on the Calibaha region from Cloudcast San Diego, and remember, money knows no borders.
CaliBaja 180 is the "snackcast" accompaniment to "The CaliBaja Business Show" from Cloudcast San Diego. Both programs are meant to highlight the incredible economic, investment, and business opportunities in one of the world's most vibrant bi-national super-regions.
Always remember....Money Knows No Borders.
Cloudcast San Diego is part of the national network of Cloudcast Media. Both the CaliBaja 180 and The CaliBaja Business Show are the property of Cloudcast Media. All rights reserved.
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