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Современные экономические процессы. 2021; 1: 79-100

Промежуточная торговля автокомпонентами и её влияние на трансформацию интеграционного процесса в НАФТА

Васильченко Александр Дмитриевич, Сапир Елена Владимировна

https://doi.org/10.55030/2713-0266-2021-1-3-79-100

Аннотация

В статье исследуется корреляция между трансформацией Североамериканского соглашения о свободной торговле НАФТА в новое соглашение ЮСМКА и глубиной интеграционного взаимодействия стран-участниц Соглашения в ключевом секторе промышленности НАФТА – автомобилестроении, которая проявляется в интенсивности взаимной торговли промежуточной продукцией данного сектора. Основу методологии составил анализ динамики и направлений потоков промежуточной и конечной продукции сектора транспортного машиностроения стран НАФТА внутри и за пределами объединения. По итогам проведённого исследования подтвердились взаимообусловленность и неразрывность глобального и регионального трендов интеграции. Также было доказано, что необходимым условием выхода Мексики на глобальный уровень кооперации в мировом автомобильном секторе явилась глубокая интеграция транспортного машиностроения внутри НАФТА.

Список литературы

1. Костюнина, Г.М. (2015) Североамериканская интеграция: 20 лет спустя. Вестник МГИМО университета, 2 (41), с. 231-241.

2. Сапир, Е.В., Васильченко, А.Д. (2021) Тенденция развития экспорта промежуточных продуктов транспортного машиностроения НАФТА как индикатор противостояния регионализма и глобализма в НАФТА. Теоретическая экономика, 2, с. 73-80.

3. Balassa, B. (1972) The Theory of Economic Integration. London: George Allen & Unwin LTD.

4. Bernard, A., Jensen, J., Redding, S., & Schott, P. (2007) Firms in International Trade. Journal of Economic Perspectives, 21 (3), pp. 105-130. DOI: 10.1257/jep. 21.3.105.

5. Butorina, O. (2016) The Specifics of the Eurasian Model of Economic Integration. Contemporary Europe, 68(2), pp. 28-32. DOI: 10.15211/soveurope220162832.

6. Carrilo, J. & Zárate, R. (2009) The Evolution of Maquiladora Best Practices: 1965-2008. Journal of Business Ethics, 88, pp. 335-348. DOI: 10.1007/s10551-009-0285-8.

7. Cervantes-Martinez, R., Villasenor-Becerra, J. & Romero-Morett, M. (2016) NAFTA Trade (and some extra NAFTA trade) in value added and its distribution, 1995-2011. Journal of Economic Structures 5, 27. DOI: https://doi.org/10.1186/s40008-016-0059-2.

8. Coe, N. et. al. (2004) ‘Globalizing’ Regional Development: a Global Production Networks Perspective. Transactions of the Institute of British Geographers, 29 (4), pp. 468-484. DOI: 10.1111/J.0020-2754.2004.00142.X.

9. Dicken, P. (2003) Global Shift: Reshaping the Global Economic Map in the 21st Century (4th ed.). Guilford Press. ISBN 1572309075, 9781572309074.

10. Frigant, V. & Miollan, S. (2014) The Geographical Restructuring of the European Automobile Industry in the 2000s. Munich Personal RePEc Archive, URL: https://mpra.ub.uni-muenchen.de/53509/.

11. Gereffi, G., Humphrey, J. & Sturgeon, T. (2005) The governance of global value chains. Review of International Political Economy, 12, pp. 78-104. DOI: https://doi.org/10.1080/09692290500049805.

12. Hess, M. (2004) ‘Spacial’ Relationships? Towards a Reconceptualization of Embeddedness. Progress in Human Geography, 28 (2), pp. 165-186. DOI: 10.1191/0309132504PH479OA.

13. Klier, Th. & Rubenstein, J. (2017) Mexico’s Growing Role in the Auto Industry Under NAFTA: Who Makes What and What Goes Where. Economic Perspectives, Vol. 41, No. 6. Pp. 1-29. URL: https://econpapers.repec.org/scripts/redir.pf?u=https%3A%2F%2Fwww.chicagofed.org%2F~%2Fmedia%2Fpublications%2Feconomic-perspectives%2F2017%2Fep2017-6-pdf.pdf;h=repec:fip:fedhep:00027.

14. Krugman, P., Obstfeld, M. & Melitz, M. (2018) International Economics: Theory & Policy (11th ed). Pearson Education Limited. https://studylib.net/doc/25191932/international-economics-theory-and-policy-global-edition.

15. Pavlínek, P. (March 2020) Restructuring and Internationalization of the European Automotive Industry. Journal of Economic Georgaphy, 20 (2), pp. 509-541. DOI: 10.1093/jeg/lby070. URL: https://academic.oup.com/joeg/article/20/2/509/5303643.

16. Redding, S. & Venables, A. (2003) Economic Geography and International Inequality. Journal of International Economics, 62 (1), pp. 53-82. DOI: 10.1016/J.JINTECO.2003.07.001.

17. Rutherford, T. & Holmes, J. (2014) Manufacturing Resiliency: Economic Restructuring and Automotive Manufacturing in the Great Lakes Region. Cambridge Journal of Regions, Economy and Society, 7, pp. 359-378. DOI: 10.1093/cjres/rsu014.

18. Sánchez, J., Calderón, C., & León, S. (2018) Is NAFTA really advantageous for Mexico? The International Trade Journal, 32 (1), pp. 21-42. DOI: 10.1080/08853908.2017.1387623.

19. Sánchez-Talanquer, M. & Flores-Macias, G. (2019) The Political Economy of NAFTA/USMCA. Oxford Research Encyclopedia of Politics. New-York: Oxford University Press. URL : https://www.researchgate.net/publication/336073931_The_Political_Economy_of_NAFTAUSMCA.

20. Simonazzi, A., Sanginés, J.C. & Russo, M. (November 24, 2020) The Future of the Automotive Industry: Dangerous Challenges or New Life for a Saturated Market? Institute of New Economic Thinking Working Paper No. 141. URL: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3812788.

21. Viner, J. (1950) The Customs Union Issue. Oxford University Press.

22. Villareal, M.A. & Fergusson, I.F. (2014) NAFTA at 20: Overview and Trade Effects. Congressional Research Service Report. April 28, 2014. URL: https://ecommons.cornell.edu/handle/1813/78582.

23. Yeung, H.W. (2015) Regional Development in the Global Economy: a Dynamic Perspective of Strategic Coupling in Global Production Networks. Regional Science Policy and Practice, 7(1), pp. 1-23. DOI: 10.1111/RSP3.12055.

Current Economic Trends. 2021; 1: 79-100

Trade in Intermediates in the NAFTA Automotive Industry: Impact on the Integration Transformation

Vasilchenko Alexander D., Sapir Elena V.

https://doi.org/10.55030/2713-0266-2021-1-3-79-100

Abstract

The paper deals with the correlation between the NAFTA shift to USMCA and the extent of the member countries’ cooperation in the NAFTA core automotive industry that is reflected in the intermediates flows intensity. Methodology is based on the analysis of both the dynamics and directions of final and intermediate product flows of NAFTA transport manufacturing inside and outside the union altogether. The study proves interdependence and inextricability of global and regional integrative trends. It has been confirmed that the indispensable precondition for Mexico’s reaching the global cooperation level was the deepened intra-union integration.

References

1. Kostyunina, G.M. (2015) Severoamerikanskaya integratsiya: 20 let spustya. Vestnik MGIMO universiteta, 2 (41), s. 231-241.

2. Sapir, E.V., Vasil'chenko, A.D. (2021) Tendentsiya razvitiya eksporta promezhutochnykh produktov transportnogo mashinostroeniya NAFTA kak indikator protivostoyaniya regionalizma i globalizma v NAFTA. Teoreticheskaya ekonomika, 2, s. 73-80.

3. Balassa, B. (1972) The Theory of Economic Integration. London: George Allen & Unwin LTD.

4. Bernard, A., Jensen, J., Redding, S., & Schott, P. (2007) Firms in International Trade. Journal of Economic Perspectives, 21 (3), pp. 105-130. DOI: 10.1257/jep. 21.3.105.

5. Butorina, O. (2016) The Specifics of the Eurasian Model of Economic Integration. Contemporary Europe, 68(2), pp. 28-32. DOI: 10.15211/soveurope220162832.

6. Carrilo, J. & Zárate, R. (2009) The Evolution of Maquiladora Best Practices: 1965-2008. Journal of Business Ethics, 88, pp. 335-348. DOI: 10.1007/s10551-009-0285-8.

7. Cervantes-Martinez, R., Villasenor-Becerra, J. & Romero-Morett, M. (2016) NAFTA Trade (and some extra NAFTA trade) in value added and its distribution, 1995-2011. Journal of Economic Structures 5, 27. DOI: https://doi.org/10.1186/s40008-016-0059-2.

8. Coe, N. et. al. (2004) ‘Globalizing’ Regional Development: a Global Production Networks Perspective. Transactions of the Institute of British Geographers, 29 (4), pp. 468-484. DOI: 10.1111/J.0020-2754.2004.00142.X.

9. Dicken, P. (2003) Global Shift: Reshaping the Global Economic Map in the 21st Century (4th ed.). Guilford Press. ISBN 1572309075, 9781572309074.

10. Frigant, V. & Miollan, S. (2014) The Geographical Restructuring of the European Automobile Industry in the 2000s. Munich Personal RePEc Archive, URL: https://mpra.ub.uni-muenchen.de/53509/.

11. Gereffi, G., Humphrey, J. & Sturgeon, T. (2005) The governance of global value chains. Review of International Political Economy, 12, pp. 78-104. DOI: https://doi.org/10.1080/09692290500049805.

12. Hess, M. (2004) ‘Spacial’ Relationships? Towards a Reconceptualization of Embeddedness. Progress in Human Geography, 28 (2), pp. 165-186. DOI: 10.1191/0309132504PH479OA.

13. Klier, Th. & Rubenstein, J. (2017) Mexico’s Growing Role in the Auto Industry Under NAFTA: Who Makes What and What Goes Where. Economic Perspectives, Vol. 41, No. 6. Pp. 1-29. URL: https://econpapers.repec.org/scripts/redir.pf?u=https%3A%2F%2Fwww.chicagofed.org%2F~%2Fmedia%2Fpublications%2Feconomic-perspectives%2F2017%2Fep2017-6-pdf.pdf;h=repec:fip:fedhep:00027.

14. Krugman, P., Obstfeld, M. & Melitz, M. (2018) International Economics: Theory & Policy (11th ed). Pearson Education Limited. https://studylib.net/doc/25191932/international-economics-theory-and-policy-global-edition.

15. Pavlínek, P. (March 2020) Restructuring and Internationalization of the European Automotive Industry. Journal of Economic Georgaphy, 20 (2), pp. 509-541. DOI: 10.1093/jeg/lby070. URL: https://academic.oup.com/joeg/article/20/2/509/5303643.

16. Redding, S. & Venables, A. (2003) Economic Geography and International Inequality. Journal of International Economics, 62 (1), pp. 53-82. DOI: 10.1016/J.JINTECO.2003.07.001.

17. Rutherford, T. & Holmes, J. (2014) Manufacturing Resiliency: Economic Restructuring and Automotive Manufacturing in the Great Lakes Region. Cambridge Journal of Regions, Economy and Society, 7, pp. 359-378. DOI: 10.1093/cjres/rsu014.

18. Sánchez, J., Calderón, C., & León, S. (2018) Is NAFTA really advantageous for Mexico? The International Trade Journal, 32 (1), pp. 21-42. DOI: 10.1080/08853908.2017.1387623.

19. Sánchez-Talanquer, M. & Flores-Macias, G. (2019) The Political Economy of NAFTA/USMCA. Oxford Research Encyclopedia of Politics. New-York: Oxford University Press. URL : https://www.researchgate.net/publication/336073931_The_Political_Economy_of_NAFTAUSMCA.

20. Simonazzi, A., Sanginés, J.C. & Russo, M. (November 24, 2020) The Future of the Automotive Industry: Dangerous Challenges or New Life for a Saturated Market? Institute of New Economic Thinking Working Paper No. 141. URL: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3812788.

21. Viner, J. (1950) The Customs Union Issue. Oxford University Press.

22. Villareal, M.A. & Fergusson, I.F. (2014) NAFTA at 20: Overview and Trade Effects. Congressional Research Service Report. April 28, 2014. URL: https://ecommons.cornell.edu/handle/1813/78582.

23. Yeung, H.W. (2015) Regional Development in the Global Economy: a Dynamic Perspective of Strategic Coupling in Global Production Networks. Regional Science Policy and Practice, 7(1), pp. 1-23. DOI: 10.1111/RSP3.12055.