Gabriela Siller, the economic analysis director at Banco Base, expressed concerns that Claudia Sheinbaum, the new president of Mexico, might follow in the footsteps of Andrés Manuel López Obrador regarding the insufficient support for the state of Nuevo León. This could lead to constraints on Nuevo León's economic growth, particularly given the current challenges arising from cautious nearshoring strategies and potential reform reviews under the US-Mexico-Canada Agreement (USMCA). Siller noted that the new US administration could adopt a stricter stance toward Mexico, further complicating the situation.

Despite the challenges, Siller highlighted a positive aspect where Sheinbaum may adopt a more conciliatory approach towards the private sector, which could foster more collaborative investment in the region. However, without substantial federal investments in key infrastructure such as electricity and water, the economic development of Nuevo León could remain stifled. It underscores the critical role of federal support in local economic frameworks, especially in times of significant reform.

Various economists pointed out that Sheinbaum will face substantial challenges in her administration, particularly regarding balancing federal policies with the needs of states like Nuevo León. The future economic stability of the region hinges on the federal government's willingness to engage in meaningful infrastructure investments and support local initiatives that promote growth.