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Marco KuljachaNov 7, 2024 8:00:00 AM4 min read

Nearshoring Opportunities in Mexico's Advanced Air Mobility Industry

Nearshoring Opportunities in Mexico's Advanced Air Mobility Industry
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The advanced air mobility (AAM) industry is poised to revolutionize the aviation sector by introducing innovative aircraft technologies, such as electric vertical takeoff and landing (eVTOL) and hybrid aircraft, that offer sustainable and efficient transportation solutions. With the increasing global emphasis on decarbonization and advanced mobility, Mexico has the opportunity to become a significant player in this emerging industry. By leveraging its established aerospace manufacturing base, strategic location near the United States, and strong trade agreements like USMCA, Mexico is well-positioned to support the AAM sector.

What is Advanced Air Mobility (AAM)?

Advanced Air Mobility (AAM) refers to a transformative aviation concept that envisions the integration of new, highly automated, and sustainable aircraft systems into both urban and rural environments. These aircraft, which include electric vertical takeoff and landing (eVTOL) vehicles, drones, and electric short takeoff and landing (eSTOL) aircraft, aim to provide fast, efficient, and eco-friendly transportation for passengers and cargo over short to medium distances. AAM seeks to alleviate urban congestion, reduce travel times, and create new transportation networks by leveraging electric propulsion, automation, and innovative infrastructure like vertiports. By enabling point-to-point air transport in underserved or congested areas, AAM has the potential to revolutionize mobility and logistics on a global scale.

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AP Photo/Bebeto Matthews

 

The Current Landscape of AAM

AAM is a broad aviation concept that encompasses new technologies and aircraft designed to transport goods and people over short and regional distances in urban, suburban, and rural settings. The AAM sector primarily focuses on developing eVTOL aircraft and electric short takeoff and landing (eSTOL) aircraft to reduce congestion and enhance transportation efficiency. According to the white paper on advanced air mobility, AAM offers substantial benefits, including reducing travel times in congested urban environments and providing zero-emission transportation solutions.

Mexico, already recognized for its capabilities in the aerospace sector, has a unique advantage in integrating these new technologies into its industrial ecosystem. The Mexican aerospace industry has seen exponential growth, particularly in regions like Querétaro, Baja California, and Chihuahua, which are hubs for aerospace manufacturing. The existing expertise in producing aircraft components, as well as the availability of a skilled workforce, makes these regions ideal for fostering the development of AAM technologies.

 

Nearshoring Opportunities for Mexico

As nearshoring trends continue to gain traction, Mexico’s proximity to the United States offers significant advantages for U.S. companies looking to streamline their AAM supply chains.

Manufacturing Capabilities

Mexico is already a key player in manufacturing aircraft components for companies like Bombardier, Safran, and Airbus. With a robust supply chain in place, the country has the infrastructure necessary to produce components for AAM vehicles. Advanced air mobility demands lightweight materials like carbon fiber composites, which are already being produced in Mexico’s aerospace hubs. Companies such as Zoltek and Toray, suppliers of critical composite materials, play pivotal roles in supporting the production of eVTOL aircraft. By expanding this infrastructure to support AAM, Mexico can capture a significant share of the global market.

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Supply Chain Integration

AAM requires collaboration across various industries, including automotive, aerospace, and electronics. Mexico's deep integration with the U.S. supply chain through the USMCA agreement makes it an attractive partner for AAM development. The country already plays a central role in North America's automotive and electronics sectors, industries critical to AAM vehicle production. For example, companies like Toyota, which are significant players in both the automotive and aerospace industries, have been investing in electric propulsion technologies. Mexico could further strengthen its position by becoming a hub for battery production and electric propulsion systems.

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Vertiport Infrastructure Development

For AAM to succeed, a new infrastructure network of vertiports—designated areas for eVTOL takeoffs and landings—must be developed. Mexico's geographic diversity, coupled with its expansive urban centers, makes it an ideal location to pilot and implement vertiport infrastructure. Cities like Mexico City, Guadalajara, and Monterrey are potential candidates for early vertiport installations due to their significant congestion and transportation needs. Moreover, given the country’s tourism industry, coastal regions could also benefit from AAM for transporting tourists between resorts, airports, and key attractions.

 

Cargo and Military Operations

The cargo segment of AAM is gaining traction, with companies like BETA Technologies and Elroy Air pioneering autonomous cargo aircraft. Mexico’s strategic location makes it a prime candidate for AAM cargo operations, especially in regions near the U.S. border, where fast logistics and transportation are critical for supply chain efficiency. Additionally, the Mexican military could benefit from AAM technologies for logistics and medical evacuation operations, similar to the U.S. Air Force's Agility Prime Program, which is exploring the military applications of AAM vehicles.

 

Regulatory Support and Collaboration

Mexico can take advantage of its regulatory framework to create a conducive environment for AAM development. By collaborating with international regulators, such as the Federal Aviation Administration (FAA) in the U.S. and the European Union Aviation Safety Agency (EASA), Mexico can align its certification processes with global standards, making it easier for AAM companies to operate internationally. Additionally, shelter service providers in Mexico can assist AAM companies with navigating the complex regulatory landscape, ensuring smooth operations .

 

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Garrett King / Archer Aviation

 

Conclusion

The advanced air mobility industry is set to transform the aviation sector, offering new opportunities for sustainable transportation. Mexico is well-positioned to become a significant player in this market by leveraging its aerospace manufacturing capabilities, strategic location, and robust supply chain integration. As the AAM sector continues to grow, Mexico can capture a substantial portion of this market by investing in infrastructure, fostering international collaboration, and supporting the development of critical technologies.

By embracing AAM, Mexico can enhance its position as a key player in the global aerospace industry and contribute to the future of sustainable transportation in North America.

 

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