WEBVTT 00:00:00.080 --> 00:00:03.680 This is a production of Channel 11 and Channel 00:00:03.680 --> 00:00:46.979 22. And if you have more than $200 of oil, continue 00:00:46.979 --> 00:01:10.319 this game. There is a scheme to prevent... There 00:01:10.319 --> 00:01:12.299 is still a part of the gasoline that is imported 00:01:12.299 --> 00:01:16.359 and, in addition, the prices of oil are fixed 00:01:16.359 --> 00:01:21.599 internationally. So, if the price of gasoline 00:01:21.599 --> 00:01:24.420 increases, the production of gasoline or the 00:01:24.420 --> 00:01:27.280 importation, there is a mechanism through the 00:01:27.280 --> 00:01:30.200 reduction of the IEPS so that gasoline does not 00:01:30.200 --> 00:01:32.519 increase in our country. That was left by President 00:01:32.519 --> 00:01:36.760 López Obrador in 2022 when prices increased due 00:01:36.760 --> 00:01:40.290 to the war in Ukraine. So, if necessary, we will 00:01:40.290 --> 00:01:54.010 occupy this mechanism. Hola, ¿qué tal? Muy buenas 00:01:54.010 --> 00:01:57.209 noches. Gracias por estar con nosotros. Es más 00:01:57.209 --> 00:01:59.609 de usar. Esta es una coproducción de Canal 11 00:01:59.609 --> 00:02:03.329 y Canal 22. Es temática según el día de la semana 00:02:03.329 --> 00:02:07.390 y este martes es turno de Economía y Política. 00:02:07.469 --> 00:02:10.129 Y vaya coyuntura. Soy Claudia Villegas, maestra 00:02:10.129 --> 00:02:13.810 en periodismo y especialista en indicadores macroeconómicos. 00:02:13.810 --> 00:02:17.030 Y antes de comenzar, le doy la más cordial bienvenida 00:02:17.030 --> 00:02:20.469 a mis compañeros, Oscar Rojas, economista. Hola, 00:02:20.469 --> 00:02:23.150 ¿qué tal? Muy buenas noches, doctor. Hamlet Almaguer, 00:02:23.250 --> 00:02:25.469 Master in Constitutional Processing Law. Good 00:02:25.469 --> 00:02:28.370 evening. Good evening, of course, Paul Hospital, 00:02:28.729 --> 00:02:31.349 Master in Government and Public Policy. Hello 00:02:31.349 --> 00:02:35.169 everyone, thank you. Hello, and of course, Tonatiuh 00:02:35.169 --> 00:02:37.050 Martínez, economist. Good evening, Tonatiuh. 00:02:37.050 --> 00:02:38.310 Good evening, Claudia. Good evening to everyone. 00:02:38.430 --> 00:02:40.669 Today we will talk about the international cost 00:02:40.669 --> 00:02:44.430 of the oil barrel. We will talk about the implications 00:02:44.430 --> 00:02:47.830 of this war that the United States, together 00:02:47.830 --> 00:02:52.229 with Israel, started against Iran. Do you remember 00:02:52.229 --> 00:02:56.969 February 28? It's March 10th, the epic fury that 00:02:56.969 --> 00:03:00.129 is already named in the international press as 00:03:00.129 --> 00:03:06.110 the Epstein fury operation. Because it is said 00:03:06.110 --> 00:03:09.909 in the American press, in the European press, 00:03:09.909 --> 00:03:13.110 that it seems like a whole strategy that is costing 00:03:13.110 --> 00:03:17.870 the world very much to try to hide the scandal 00:03:17.870 --> 00:03:22.530 of the Epstein files. El editorial del Economista, 00:03:22.610 --> 00:03:26.629 The Economist, esta revista británica, dice Trump 00:03:26.629 --> 00:03:29.909 debe parar ya. Casualmente el presidente de Estados 00:03:29.909 --> 00:03:34.310 Unidos dice que la guerra terminó y que no pueden 00:03:34.310 --> 00:03:37.909 más, pero el Pentágono, las fuerzas militares 00:03:37.909 --> 00:03:40.810 de Estados Unidos, dicen que hoy se tuvo una 00:03:40.810 --> 00:03:43.990 de las embestidas más fuertes, mientras la Guardia 00:03:43.990 --> 00:03:46.710 Revolucionaria iraní advierte que los precios 00:03:46.710 --> 00:03:49.270 del petróleo, si ustedes pueden aguantar, le 00:03:49.270 --> 00:03:54.719 dice a Trump. a price of $200 per barrel. Well, 00:03:54.860 --> 00:03:57.939 the conflict can be expanded. Tonatiuh, what 00:03:57.939 --> 00:04:01.360 do you think about these declarations? The markets 00:04:01.360 --> 00:04:05.979 accused of receiving goes from $120 to $90. The 00:04:05.979 --> 00:04:09.300 markets go up again, but there is a lot of fear 00:04:09.300 --> 00:04:11.819 around inflation, as we advanced, by the way, 00:04:11.819 --> 00:04:16.949 last week. Yes, Brent exceeded 115. It was a 00:04:16.949 --> 00:04:18.649 black Monday, let's say, in terms of international 00:04:18.649 --> 00:04:21.850 financial markets. There were different falls, 00:04:21.949 --> 00:04:25.439 especially the main Asian partners. from the 00:04:25.439 --> 00:04:29.800 West, I mean Japan and South Korea, the stockpiles 00:04:29.800 --> 00:04:32.420 of these countries in particular fell on Monday 00:04:32.420 --> 00:04:36.360 in a very strong way. China, with a minor impact, 00:04:36.680 --> 00:04:38.699 precisely because it is understood that Iran 00:04:38.699 --> 00:04:44.040 uses, let's say, the Ormuz Strait as a strategy, 00:04:44.160 --> 00:04:47.980 a tool also in this war of different edges, and 00:04:47.980 --> 00:04:53.689 allows some ships to pass. to China to supply 00:04:53.689 --> 00:04:56.870 the country. Let's remember that one in five 00:04:56.870 --> 00:05:01.389 barrels of oil exported from this area reaches 00:05:01.389 --> 00:05:05.730 Asia. That is the advantage. There is also a 00:05:05.730 --> 00:05:09.009 new attention to the appointment of the successor. 00:05:09.819 --> 00:05:13.620 of Ali Khamenei, his son, Mustafa Khamenei. And 00:05:13.620 --> 00:05:16.220 it seems that President Trump also disqualifies 00:05:16.220 --> 00:05:18.100 him from the beginning. Once he takes command, 00:05:18.339 --> 00:05:22.439 let's say, as the supreme leader of Iran, he 00:05:22.439 --> 00:05:27.779 also attacks. Israel and to different oil bases 00:05:27.779 --> 00:05:31.759 throughout the Gulf. So the war has been going 00:05:31.759 --> 00:05:34.980 on for 10 days. That's something important. Last 00:05:34.980 --> 00:05:37.399 week we said that the short term involved between 00:05:37.399 --> 00:05:41.980 four and five weeks. After Black Monday, I would 00:05:41.980 --> 00:05:45.720 say that the situation has relaxed today. There 00:05:45.720 --> 00:05:49.079 is already a rise in the stock markets. That 00:05:49.079 --> 00:05:51.939 must also be said. And above all, a decrease 00:05:51.939 --> 00:05:57.600 in oil prices. That I think has two... Well, 00:05:57.740 --> 00:06:01.899 first to say that the ministers of finance of 00:06:01.899 --> 00:06:04.649 the G7 were going to meet. to agree on the release 00:06:04.649 --> 00:06:08.110 of an impressive amount of oil barrels and, let's 00:06:08.110 --> 00:06:12.750 say, flood the market and decrease the price. 00:06:12.930 --> 00:06:15.910 But above all, what benefited from the decrease 00:06:15.910 --> 00:06:19.129 in oil prices was the agreement between Russia 00:06:19.129 --> 00:06:22.449 and the United States. Putin and Trump spoke 00:06:22.449 --> 00:06:28.029 and reached an agreement where these... these 00:06:28.029 --> 00:06:30.029 instruments that the United States used at the 00:06:30.029 --> 00:06:34.689 time to inhibit the trade of Russia, well, it 00:06:34.689 --> 00:06:37.410 was, let's say, removing it by blocks. Not completely, 00:06:37.829 --> 00:06:40.670 this prohibition of commercialization is not 00:06:40.670 --> 00:06:43.129 removed, but yes by blocks. And it is said that 00:06:43.129 --> 00:06:47.009 in the short term there will already be... completely, 00:06:47.310 --> 00:06:50.850 let's say, free trade of Russian oil to the world. 00:06:50.930 --> 00:06:52.990 And that is very beneficial, let's say, for prices. 00:06:53.189 --> 00:06:56.089 I don't know if for the relationship China -Russia 00:06:56.089 --> 00:06:59.649 is beneficial, but it is something that we are 00:06:59.649 --> 00:07:04.110 observing. Definitely, I think there is a starting 00:07:04.110 --> 00:07:08.560 point necessary to announce that... Of course, 00:07:08.560 --> 00:07:10.959 when it comes to the level of the war, let's 00:07:10.959 --> 00:07:13.699 say that it crosses a very, very risky limit, 00:07:13.699 --> 00:07:15.839 not only because of the nuclear escalation, but 00:07:15.839 --> 00:07:18.100 also because of the escalation of prices that 00:07:18.100 --> 00:07:22.720 can arise through this increase. But also to 00:07:22.720 --> 00:07:26.079 announce this that we are analyzing here, which 00:07:26.079 --> 00:07:28.399 has to do with the fact that between all this 00:07:28.399 --> 00:08:01.420 stridency there are, in any case, calls. uh su 00:08:01.420 --> 00:08:04.120 posición en el mundo si es que quiere realmente 00:08:04.120 --> 00:08:06.519 llegar a esta condición del Make America Great 00:08:06.519 --> 00:08:10.620 Again. Y que hoy se anunció, además, anunció 00:08:10.620 --> 00:08:13.560 con bombo y platillo, por primera vez, después 00:08:13.560 --> 00:08:17.160 de 50 años, una nueva refinería que se va a empezar 00:08:17.160 --> 00:08:20.500 a construir. Ya van tarde, porque esto era un 00:08:20.500 --> 00:08:23.060 proceso de reindustrialización que Estados Unidos 00:08:23.060 --> 00:08:25.699 habría tenido que haber estado impulsando desde 00:08:25.699 --> 00:08:28.899 hace tiempo. México compró DIRPAC. Exacto. Hasta 00:08:28.899 --> 00:08:31.279 México ya tiene ahí una posición. in Deer Park 00:08:31.279 --> 00:08:34.240 and well now what is clear once again is that 00:08:34.240 --> 00:08:38.000 the countries to reach the new order that is 00:08:38.000 --> 00:08:40.379 being established because they have to come with 00:08:40.379 --> 00:08:44.240 this sign of energy sovereignty, that is, sovereignty 00:08:44.240 --> 00:08:48.059 that also allows them with all these new conditions 00:08:48.779 --> 00:08:53.340 establish, once again, certain capacities that 00:08:53.340 --> 00:08:56.120 the United States has lost. Let's remember that 00:08:56.120 --> 00:08:58.820 the American market has been losing participation 00:08:58.820 --> 00:09:02.539 in global production in its percentage, while 00:09:02.539 --> 00:09:05.960 the Asian one is rising. So, we have to take 00:09:05.960 --> 00:09:10.080 seriously the need for that re -balance. I would 00:09:10.080 --> 00:09:13.919 like to emphasize energy sovereignty, because 00:09:13.919 --> 00:09:16.120 in an environment as complicated as the one we 00:09:16.120 --> 00:09:21.490 are living in, Well, we see what the achievements 00:09:21.490 --> 00:09:25.429 of President López Obrador and President Seymour 00:09:25.429 --> 00:09:28.649 are through the mechanisms that he commented 00:09:28.649 --> 00:09:32.169 on today at the morning conference. This margin 00:09:32.169 --> 00:09:37.370 that the IEPS has so that the prices of fuels 00:09:37.370 --> 00:09:39.289 in the country do not rise sharply despite this 00:09:39.289 --> 00:09:40.970 jump that we are seeing at the international 00:09:40.970 --> 00:09:43.470 level and that the graph that you put speaks 00:09:43.470 --> 00:09:47.320 for itself. And in the case of energy sovereignty, 00:09:47.500 --> 00:09:49.820 the reforms that were established in the constitutional 00:09:49.820 --> 00:09:53.860 framework and in the legal framework, the reintegration 00:09:53.860 --> 00:09:58.179 of Pemex, the reintegration of the Federal Electricity 00:09:58.179 --> 00:10:00.940 Commission, the investments that were made in 00:10:00.940 --> 00:10:03.740 the refineries, that just like Trump is making 00:10:03.740 --> 00:10:05.860 the announcement that for the first time in 50 00:10:05.860 --> 00:10:08.980 years they are building something, neoliberalism 00:10:08.980 --> 00:10:12.950 here in Mexico also. destroyed the capacity of 00:10:12.950 --> 00:10:16.370 production, destroyed the capacity of refining. 00:10:16.690 --> 00:10:19.990 And today, with the policy that President Sheinbaum 00:10:19.990 --> 00:10:21.509 has undertaken, this power is being recovered. 00:10:22.549 --> 00:10:27.049 So Mexico produces 1 ,600 ,000 barrels a day, 00:10:27.070 --> 00:10:30.509 of which we have a refining capacity of 1 ,200 00:10:30.509 --> 00:10:34.350 ,000. So it is a very relevant percentage that 00:10:34.350 --> 00:10:38.049 allows the domestic market... can be under control, 00:10:38.149 --> 00:10:42.009 that there are no risks for companies, both in 00:10:42.009 --> 00:10:44.649 the industrial sector, in private, let's say, 00:10:44.669 --> 00:10:47.929 as well as for the public sector. And I think 00:10:47.929 --> 00:10:50.629 they show once again that they were right in 00:10:50.629 --> 00:10:52.970 this policy. The example you just talked about, 00:10:52.970 --> 00:10:57.850 Deer Park, is also relevant. It's a pity that 00:10:57.850 --> 00:11:03.019 Mexico has lost... 30 years, three decades. If 00:11:03.019 --> 00:11:05.700 not, we would be in other conditions, in a possibility 00:11:05.700 --> 00:11:08.320 even to take advantage of any conjuncture to 00:11:08.320 --> 00:11:11.480 satisfy international markets. But we must remain 00:11:11.480 --> 00:11:14.899 calm, that at least the internal market is safe. 00:11:15.580 --> 00:11:18.700 Although we continue to import more than we export, 00:11:18.940 --> 00:11:22.039 but well, we are advancing. Let's see, and why 00:11:22.039 --> 00:11:25.379 is this topic relevant? And I was wondering if 00:11:25.379 --> 00:11:28.440 we could analyze here the fluctuation of the 00:11:28.440 --> 00:11:31.000 prices of the barrel of oil at a global level. 00:11:31.200 --> 00:11:36.240 And then, reviewing the recent history, it turns 00:11:36.240 --> 00:11:37.919 out that what happened is complete and absolutely 00:11:37.919 --> 00:11:42.899 abnormal. That is, if it is a global matter of 00:11:42.899 --> 00:11:46.159 concern in which we are involved, because sometimes 00:11:46.159 --> 00:11:49.860 it seems from Mexico. Well, everything that happens 00:11:49.860 --> 00:11:53.279 there in the Middle East and in Iran and Israel 00:11:53.279 --> 00:11:56.340 is very distant. And all the oil production and 00:11:56.340 --> 00:11:59.120 the Strait of Hormuz. And there we have a map 00:11:59.120 --> 00:12:02.299 that I sent to production to exemplify in a very 00:12:02.299 --> 00:12:05.779 clear way what is the size of the problem that 00:12:05.779 --> 00:12:09.600 we have. There is what Tonatiuh said, that practically 00:12:09.600 --> 00:12:16.940 a fifth of the... Petroleum barrels that move 00:12:16.940 --> 00:12:18.759 around the world go through there. And there 00:12:18.759 --> 00:12:23.860 we can see very clearly the impact it has geopolitically, 00:12:23.960 --> 00:12:29.879 the impact it has all over the world. And then 00:12:29.879 --> 00:12:35.460 I checked that the oil barrel reached $120, which 00:12:35.460 --> 00:12:40.190 was a growth of about 30%. Y bueno, uno está 00:12:40.190 --> 00:12:42.009 acostumbrado a que los precios suban, bajen, 00:12:42.029 --> 00:12:45.389 pero siempre dentro de un tabulador, de una normalidad. 00:12:45.710 --> 00:12:48.149 Y esto completamente anormal, que también se 00:12:48.149 --> 00:12:50.490 dio, por ejemplo, con la plata a principios de 00:12:50.490 --> 00:12:53.110 año, que lo platicamos acá en este espacio, en 00:12:53.110 --> 00:12:55.490 donde también tuvo una escalada inmensa después 00:12:55.490 --> 00:12:58.090 de un anuncio que hizo Estados Unidos de la reserva 00:12:58.090 --> 00:13:01.870 de los minerales críticos. Y entonces, en la 00:13:01.870 --> 00:13:04.370 conclusión que vemos, es como un presidente como 00:13:04.370 --> 00:13:07.269 Trump, el peligro que es tener un presidente 00:13:07.269 --> 00:13:10.830 como Trump en Estados Unidos. that through declarations, 00:13:10.830 --> 00:13:17.269 decrees, or affirmations, or military interventions, 00:13:17.769 --> 00:13:23.990 the economy of other nations, of other countries, 00:13:24.110 --> 00:13:26.330 can be complicated in a matter as relevant as 00:13:26.330 --> 00:13:30.289 hydrocarbons, as oil is. But we start from the 00:13:30.289 --> 00:13:33.750 principle of a man who is a professional liar. 00:13:34.830 --> 00:13:37.450 Hay distintos estudios, estaba revisando el último, 00:13:37.590 --> 00:13:40.730 de cuántas mentiras en promedio o afirmaciones 00:13:40.730 --> 00:13:46.190 falsas o engañosas dice Trump diario. Y ha evolucionado 00:13:46.190 --> 00:13:50.210 ahora en estos 13 meses, empezó en 21 afirmaciones 00:13:50.210 --> 00:13:56.129 falsas o mentiras diarias y va ya en 39. No tiene 00:13:56.129 --> 00:13:58.309 el récord Guinness, el récord lo tiene el observador 00:13:58.309 --> 00:14:00.990 que... Well, he spoke every morning, but he got 00:14:00.990 --> 00:14:05.230 to 103 lies on average. Well, there's a study 00:14:05.230 --> 00:14:07.809 that says it. I couldn't miss the opportunity 00:14:07.809 --> 00:14:11.809 to hit him. No, well, I'm just saying that he 00:14:11.809 --> 00:14:14.049 doesn't have the Trump Award. But let's start 00:14:14.049 --> 00:14:16.409 from the beginning, that he's a president who, 00:14:16.490 --> 00:14:18.190 for example, now in the last statement he gave, 00:14:18.450 --> 00:14:22.970 in the same sentence, he said two opposite things. 00:14:23.230 --> 00:14:51.190 In the same sentence he said... And... Well, 00:14:51.309 --> 00:14:54.769 all the actions he takes lead us to huge economic 00:14:54.769 --> 00:14:56.990 problems, including in our country, which can 00:14:56.990 --> 00:14:59.889 raise the price of gasoline, which is good that 00:14:59.889 --> 00:15:02.529 it can be contained with the IEPS, but in the 00:15:02.529 --> 00:15:04.289 end it is a subsidy of the Mexican state that 00:15:04.289 --> 00:15:07.929 we should be applying for other things. So, the 00:15:07.929 --> 00:15:10.850 danger of Trump. Yes, the danger of Trump and 00:15:10.850 --> 00:15:14.190 the danger of a model. that for many decades, 00:15:14.509 --> 00:15:18.450 basically, the PRI and PAN governments of the 00:15:18.450 --> 00:15:22.250 last 20 years have privileged the substitution 00:15:22.250 --> 00:15:26.789 of the internal capacity of gasoline production 00:15:26.789 --> 00:15:30.830 for importation. I remember that I once had the 00:15:30.830 --> 00:15:33.669 opportunity to interview one of the characters 00:15:33.669 --> 00:15:38.029 who, at Pemex, managed PMI International, and 00:15:38.029 --> 00:15:42.259 he said, which, by the way, has been disabled 00:15:42.259 --> 00:15:46.700 for several decades. And he said, it's good news 00:15:46.700 --> 00:15:50.039 that we import a lot of gasoline because we are 00:15:50.039 --> 00:15:56.419 growing. So this so biased management of global 00:15:56.419 --> 00:16:01.340 geopolitics not only caused Mexico to have a 00:16:01.340 --> 00:16:05.779 wrong model for many decades, where energy sovereignty 00:16:05.779 --> 00:16:11.690 was not privileged. There's a very famous editorial 00:16:11.690 --> 00:16:15.429 by Naum Chomsky that talks about, it's the oil, 00:16:15.750 --> 00:16:18.850 and you know, after the suspenseful points, what's 00:16:18.850 --> 00:16:22.710 going on, right? It's the oil. Amigos. Amigos. 00:16:24.750 --> 00:16:27.710 And in this editorial, he talks about how the 00:16:27.710 --> 00:16:31.389 US interventions in the Middle East, in the Middle 00:16:31.389 --> 00:16:35.169 East, but also in Venezuela, but also in some 00:16:35.169 --> 00:16:39.269 countries of our continent that have oil reserves, 00:16:39.269 --> 00:16:45.990 have been driven by that need to have more reserves. 00:16:46.570 --> 00:16:52.409 And this is no coincidence when we see What Paul 00:16:52.409 --> 00:16:54.929 said, for the first time, I agree with him. No, 00:16:54.950 --> 00:16:56.669 it's not the first time, there are several. There 00:16:56.669 --> 00:17:01.730 are several, we agree. In the sense that lies 00:17:01.730 --> 00:17:06.029 are told, but they are not casual lies. Lies 00:17:06.029 --> 00:17:10.210 are told to feed certain operations. Let's see 00:17:10.210 --> 00:17:14.660 the future of oil. Who won? like when Mexico 00:17:14.660 --> 00:17:18.339 was betting on the structural weakness of public 00:17:18.339 --> 00:17:22.660 finances and we had gold betting against weight. 00:17:23.039 --> 00:17:28.880 So who won in these days of high oil price instability 00:17:28.880 --> 00:17:32.440 when it goes from $90 to $120? There was a very 00:17:32.440 --> 00:17:36.019 strong profit. And we were also talking behind 00:17:36.019 --> 00:17:40.160 the scenes about why. To the United States, an 00:17:40.160 --> 00:17:43.579 oil price of $80 or $90 would be appropriate, 00:17:43.579 --> 00:17:48.380 because the levels of $50 and $60, the fracking 00:17:48.380 --> 00:17:50.279 issue is no longer profitable for the United 00:17:50.279 --> 00:17:53.319 States, and the United States needs high prices 00:17:53.319 --> 00:17:56.460 to continue producing oil and remain as a net 00:17:56.460 --> 00:18:01.059 exporter and not as an importer. Nothing is random 00:18:01.059 --> 00:18:06.319 in this ecosystem and this geopolitics. And I 00:18:06.319 --> 00:18:09.720 would end by talking a little about how the American 00:18:09.720 --> 00:18:12.420 press is already destroying Trump, and that weighs 00:18:12.420 --> 00:18:15.720 a lot towards the intermediaries. For example, 00:18:15.940 --> 00:18:19.420 they criticize him for betting, not for weeks, 00:18:19.599 --> 00:18:24.819 but for four or five days. Then, how to bet that 00:18:24.819 --> 00:18:27.480 he was going to end up with a regime that already 00:18:27.480 --> 00:18:32.160 has a triumvirate. He is the son of the leader 00:18:32.160 --> 00:18:35.539 who was killed, but he is also the son of the 00:18:35.539 --> 00:18:38.839 son. So he bet that there would be no demonstrations 00:18:38.839 --> 00:18:42.119 in the streets. With all this information, we 00:18:42.119 --> 00:18:44.279 want him to stay with us because we continue 00:18:44.279 --> 00:18:57.220 to analyze Donald Trump's Operation Fury. Estás 00:18:57.220 --> 00:19:00.819 escuchando un podcast de Canal 11 y Canal 22. 00:19:10.190 --> 00:19:14.190 Thank you for continuing in the public media 00:19:14.190 --> 00:19:17.089 analysis bar, economy and politics, and we continue 00:19:17.089 --> 00:19:19.750 talking about the international cost of the oil 00:19:19.750 --> 00:19:23.430 barrel, but also about how only a third of the 00:19:23.430 --> 00:19:27.869 Americans support Donald Trump's decision to 00:19:27.869 --> 00:19:32.359 start the war. against Iran. Historically, American 00:19:32.359 --> 00:19:36.140 presidents, when they declare these war events, 00:19:36.140 --> 00:19:40.099 increase popularity. Trump is going through exactly 00:19:40.099 --> 00:19:42.960 the opposite. Exactly. The instruments that are 00:19:42.960 --> 00:19:46.400 usually used are already working against. This 00:19:46.400 --> 00:19:49.640 perspective tells us to insist on the internal 00:19:49.640 --> 00:19:52.460 crisis that the United States has. And now already 00:19:52.460 --> 00:19:56.180 a much deeper external crisis, because also what 00:19:56.180 --> 00:19:58.880 is being demonstrated is once again the Vietnam 00:19:58.880 --> 00:20:01.680 effect. is to say, this moment in which the great 00:20:01.680 --> 00:20:06.460 power cannot, let's say, win a war in the sense 00:20:06.460 --> 00:20:09.259 of controlling all the decisions derived. Iran 00:20:09.259 --> 00:20:12.200 is offering a very important resistance and, 00:20:12.319 --> 00:20:15.539 in addition, this is moving what is the major 00:20:15.539 --> 00:20:17.559 conflict, which is the conflict between blocks, 00:20:17.779 --> 00:20:21.119 between the BRICS and the G7, and I would resume 00:20:21.119 --> 00:20:24.220 the issue that must be kept in mind of the financialization, 00:20:24.400 --> 00:20:26.180 that is to say, the United States, of course, 00:20:26.180 --> 00:20:28.660 that also plays not only at the present price, 00:20:29.200 --> 00:20:32.240 of oil, but also at its future price. That is, 00:20:32.319 --> 00:20:34.539 in fact, one of the economic problems of the 00:20:34.539 --> 00:20:37.960 American economy in the sense that they are dedicating, 00:20:38.200 --> 00:20:39.980 that is, they are seeing the development process 00:20:39.980 --> 00:20:44.299 as a purely financial matter and not the real 00:20:44.299 --> 00:20:46.119 strengthening of the industrial base, which is 00:20:46.119 --> 00:20:48.319 what has demonstrated the strength in the other 00:20:48.319 --> 00:20:51.940 blocs. And here to highlight, of course, that 00:20:51.940 --> 00:20:54.240 in all this environment, it is critical, of course, 00:20:54.240 --> 00:20:57.680 but it announces once again the hegemonic crisis 00:20:57.680 --> 00:20:59.730 that is living. United States. Of course, this 00:20:59.730 --> 00:21:02.130 generates an additional pressure in the region, 00:21:02.349 --> 00:21:04.569 but well, for this case in particular, well, 00:21:04.609 --> 00:21:06.529 Mexico, as it was pointed out, has its defenses 00:21:06.529 --> 00:21:10.009 through the IEPS, through the fact that it has 00:21:10.009 --> 00:21:12.650 already advanced in the recovery of refining 00:21:12.650 --> 00:21:18.269 of our oil, but above all that we are receiving 00:21:18.269 --> 00:21:21.450 this storm also with a macroeconomic stability 00:21:21.450 --> 00:21:25.589 that allows this process of the IEPS and that, 00:21:25.690 --> 00:21:29.720 well, it is also in a once and for all, because 00:21:29.720 --> 00:21:32.259 I think this reaffirms the importance that we 00:21:32.259 --> 00:21:33.720 continue to advance in the country's industrial 00:21:33.720 --> 00:21:37.140 policy. It seems to me that your comments, Claudia, 00:21:37.259 --> 00:21:41.119 Oscar, fit perfectly with this interview that 00:21:41.119 --> 00:21:45.640 CNN made to a spokesman for the government of 00:21:45.640 --> 00:21:49.119 Iran and speaks precisely of the impact that 00:21:49.119 --> 00:21:51.240 can be in the United States and in the whole 00:21:51.240 --> 00:21:53.279 world. We are going to ask production to run 00:21:53.279 --> 00:22:04.569 it, please. The Iranian army is strong, as you 00:22:04.569 --> 00:22:06.970 can see, because it has the motivation, it has 00:22:06.970 --> 00:22:09.789 the weapons it needs, which are produced in Iran. 00:22:09.950 --> 00:22:13.150 In fact, we do not depend on any other country 00:22:13.150 --> 00:22:22.109 for weapons and armament. So your side is ready 00:22:22.109 --> 00:22:24.710 for a long war if the United States and Israel 00:22:24.710 --> 00:22:27.170 decide that. Do you consider this an existential 00:22:27.170 --> 00:22:30.089 threat to the Islamic Republic? It is an existential 00:22:30.089 --> 00:22:33.990 threat to the Islamic Republic, and therefore 00:22:33.990 --> 00:22:37.809 we must resist with all our strength, as we are 00:22:37.809 --> 00:22:41.609 doing now. Is your side seeking or will seek 00:22:41.609 --> 00:22:44.309 a ceasefire with the United States and Israel 00:22:44.309 --> 00:22:47.690 at this time? I don't see any room for diplomacy, 00:22:50.069 --> 00:22:52.509 because Donald Trump has been deceiving others 00:22:52.509 --> 00:22:55.529 and not fulfilling his promises. We experienced 00:22:55.529 --> 00:22:58.950 this in two times of negotiations in which, while 00:22:58.950 --> 00:23:01.630 we were engaged in the negotiations, they attacked 00:23:01.630 --> 00:23:08.039 us. How does all this end then? If you say that 00:23:08.039 --> 00:23:10.420 right now there is no room for negotiation and 00:23:10.420 --> 00:23:13.619 President Trump says he wants complete surrender, 00:23:13.700 --> 00:23:15.319 what does that lead to? There is no room unless 00:23:15.319 --> 00:23:19.700 the economic pressure increases to the point 00:23:19.700 --> 00:23:30.119 that other countries would intervene. Well, there 00:23:30.119 --> 00:23:33.420 it is with all its letters, the strategy of Iran 00:23:33.420 --> 00:23:37.259 in this asymmetric war. If they are suffering 00:23:37.259 --> 00:23:39.940 these attacks, they are willing to take the entire 00:23:39.940 --> 00:23:43.079 planet to an economic crisis and let it be the 00:23:43.079 --> 00:23:46.319 other countries who pressure the United States 00:23:46.319 --> 00:23:51.400 to stop these attacks. And if there is no space 00:23:51.400 --> 00:23:54.940 for diplomacy at this moment, we are ready for 00:23:54.940 --> 00:24:01.509 a long -term war. And I consider that here, Clausewitz 00:24:01.509 --> 00:24:04.450 was right, war is a continuation of politics. 00:24:06.230 --> 00:24:08.970 Very delicate. The truth is that you also won 00:24:08.970 --> 00:24:10.950 me the intervention because I was just going 00:24:10.950 --> 00:24:12.869 to tell you, with all this that is happening, 00:24:13.150 --> 00:24:17.349 the classic, where are we going to stop? Because 00:24:17.349 --> 00:24:20.809 I see the declarations, the words weigh a lot, 00:24:20.910 --> 00:24:23.210 and much more in this situation in which Iran 00:24:23.210 --> 00:24:26.730 is, in which the United States is, where declarations 00:24:26.730 --> 00:24:28.569 are made from one side to the other, que yo veo 00:24:28.569 --> 00:24:31.390 una escalada de violencia, que bueno, lo resumes 00:24:31.390 --> 00:24:33.170 muy bien en esta entrevista, qué bueno que la 00:24:33.170 --> 00:24:37.289 pusiste, pero donde veo un Irán que, por ejemplo, 00:24:37.289 --> 00:24:40.490 propone, ¿quieren cruzar por el estrecho de Hormuz? 00:24:41.250 --> 00:24:44.069 Perfecto. Corran a los embajadores de Estados 00:24:44.069 --> 00:24:47.349 Unidos de sus países, y el que lo corra, le doy 00:24:47.349 --> 00:24:51.150 chance de que pase por el estrecho. Es gravísimo, 00:24:51.150 --> 00:24:53.369 ¿no? Obviamente, pero bueno, es una provocación. 00:24:54.250 --> 00:24:58.750 También las fuerzas militares dicen, Por ahí 00:24:58.750 --> 00:25:01.609 hubo una declaración no oficial que le van a 00:25:01.609 --> 00:25:05.529 disparar a los buques, a los barcos que pasen 00:25:05.529 --> 00:25:07.849 por el Estrecho de Hormuz que no tengan el permiso 00:25:07.849 --> 00:25:11.029 de la autorización de Irán. Y esto crea que por 00:25:11.029 --> 00:25:13.509 ahí las aseguradoras se retiren, se hagan a un 00:25:13.509 --> 00:25:15.950 lado y digan, no, no, no, nosotros ya no nos 00:25:15.950 --> 00:25:18.309 vamos a comprometer. Y bueno, todo esto explica 00:25:18.309 --> 00:25:21.069 la subida del precio del barril del petróleo. 00:25:21.869 --> 00:25:40.450 Y ahora hoy hablaban de la parte más... And on 00:25:40.450 --> 00:25:49.069 the other hand, Trump responds. I mean, imagine 00:25:49.069 --> 00:25:50.589 that the operation they have there is called 00:25:50.589 --> 00:25:56.349 epic fury. And Trump's answer is. Where they 00:25:56.349 --> 00:25:59.289 bomb a ship, where they eliminate a ship that 00:25:59.289 --> 00:26:02.410 wants to pass, now it's going seriously. The 00:26:02.410 --> 00:26:05.470 entire US military force is going there, including 00:26:05.470 --> 00:26:09.470 soldiers, marines, everything in territory. It's 00:26:09.470 --> 00:26:14.250 already an invasion as such, not just air. So, 00:26:14.289 --> 00:26:17.509 look, how far is the scale of violence going? 00:26:17.509 --> 00:26:19.569 And these declarations of, I don't see space 00:26:19.569 --> 00:26:22.250 for diplomacy, that is, not even the possibility. 00:26:23.279 --> 00:26:27.700 to fix the conflict in a diplomatic way. Because, 00:26:27.799 --> 00:26:30.319 sorry, Trump also ended up with international 00:26:30.319 --> 00:26:34.319 law. There is no diplomacy, but because the United 00:26:34.319 --> 00:26:36.440 States blew it up. And it blew it up on January 00:26:36.440 --> 00:26:39.299 3rd. It's not like before with the aranceles 00:26:39.299 --> 00:26:41.920 and commercial issues, but in terms of military 00:26:41.920 --> 00:26:44.619 interventions, on January 3rd, international 00:26:44.619 --> 00:26:47.559 law ended when they invaded a country and kidnapped 00:26:47.559 --> 00:26:50.839 its president and took him to New York. This, 00:26:50.920 --> 00:26:52.940 let's say, is additional and is a consequence 00:26:52.940 --> 00:26:56.019 of the same. So, of course, it is to worry. It 00:26:56.019 --> 00:26:58.339 seems very distant. Sometimes, when we see it 00:26:58.339 --> 00:27:01.000 on Channel 11, that we are always watching the 00:27:01.000 --> 00:27:03.619 news there, and it seems very distant, what happens 00:27:03.619 --> 00:27:06.559 in Iran, but it impacts us directly, and this 00:27:06.559 --> 00:27:09.839 can escalate, as Tona said last week, to other 00:27:09.839 --> 00:27:12.940 countries intervening, to other countries being 00:27:12.940 --> 00:27:15.299 part of the conflict, and we are already talking 00:27:15.299 --> 00:27:18.279 about a historical issue that we do not want 00:27:18.279 --> 00:27:21.019 to talk about in this program. I would debate 00:27:21.019 --> 00:27:23.480 with the idea that is raised in terms of that 00:27:23.480 --> 00:27:25.380 the United States continues with a debacle or 00:27:25.380 --> 00:27:27.859 weakness. The growth of the gross domestic product 00:27:27.859 --> 00:27:32.779 by the end of 2025 was around 2 .2 % real. That 00:27:32.779 --> 00:27:36.059 exceeds the initial and medium expectations of... 00:27:36.349 --> 00:27:38.130 especially because of the level of investments 00:27:38.130 --> 00:27:40.990 that were announced in the speech to the nation 00:27:40.990 --> 00:27:44.009 that we also commented here live 15 days ago. 00:27:44.170 --> 00:27:46.609 It was announced at that time that it was 18 00:27:46.609 --> 00:27:48.910 trillion dollars that were arriving in terms 00:27:48.910 --> 00:27:52.109 of investments. So I don't see a weak United 00:27:52.109 --> 00:27:57.069 States where its reindustrialization strategy 00:27:57.069 --> 00:28:00.410 is not working. It seems to me that this is an 00:28:00.410 --> 00:28:03.529 average strategy. long -term, not immediate, 00:28:03.710 --> 00:28:06.670 and above all also because announcements in different 00:28:06.670 --> 00:28:09.890 countries have been canceled by transnational 00:28:09.890 --> 00:28:12.529 companies that are relocating in the United States, 00:28:12.529 --> 00:28:15.089 or at least announcing the relocation of part 00:28:15.089 --> 00:28:16.750 of their production plant. That seems to me that 00:28:16.750 --> 00:28:19.690 it is also key to analyze what is happening in 00:28:19.690 --> 00:28:21.890 the economy of the United States. I would also 00:28:21.890 --> 00:28:26.640 debate with the general idea that... People don't 00:28:26.640 --> 00:28:29.880 see it with good eyes, the Americans, the war, 00:28:30.059 --> 00:28:32.900 especially because the majority of Republicans 00:28:32.900 --> 00:28:36.339 still see with very good eyes the Trump administration. 00:28:36.829 --> 00:28:38.890 So it seems to me that it speaks to that base 00:28:38.890 --> 00:28:41.109 that maybe weakened a little, and especially 00:28:41.109 --> 00:28:43.529 as you raised at the beginning, you said about 00:28:43.529 --> 00:28:47.990 Epstein and how that did a lot of damage to the 00:28:47.990 --> 00:28:51.289 government and its voters, to the polls, and 00:28:51.289 --> 00:28:54.109 how the discourse now and all the media are focused 00:28:54.109 --> 00:28:57.670 on the tensions in the Middle East, in the world, 00:28:57.769 --> 00:29:01.250 and all the revelations that were being made 00:29:01.250 --> 00:29:02.869 have been left aside. So it seems that it is 00:29:02.869 --> 00:29:05.190 also a winning communication strategy at the 00:29:05.190 --> 00:29:08.400 expense of... What he doesn't care so much about 00:29:08.400 --> 00:29:11.720 is the world economy. But not only to his followers, 00:29:11.880 --> 00:29:13.440 but to all the North Americans, because we are 00:29:13.440 --> 00:29:15.420 obviating here a fundamental issue, that the 00:29:15.420 --> 00:29:18.400 pretext of Trump, of his government, for the 00:29:18.400 --> 00:29:21.859 intervention in Iran, was what he said, because 00:29:21.859 --> 00:29:25.660 there is no document from the Department of War, 00:29:25.859 --> 00:29:28.160 which is now called the Department of War, nor 00:29:28.160 --> 00:29:31.680 the Pentagon, nor anything. But Trump says, in 00:29:31.680 --> 00:29:34.789 these... Lies. We're done. He's not the champion, 00:29:34.869 --> 00:29:38.470 but he lies a lot. There was a threat. There 00:29:38.470 --> 00:29:41.509 was a threat from Iran of an attack on the United 00:29:41.509 --> 00:29:43.950 States. He justifies it like that. He says to 00:29:43.950 --> 00:29:45.450 you, North American, hey, they were going to 00:29:45.450 --> 00:29:48.130 attack us. So I went ahead. It's the thesis of 00:29:48.130 --> 00:29:50.470 the legitimate defense. Yes, but I would like 00:29:50.470 --> 00:29:53.970 to differ, Tona, with what you say. No, with 00:29:53.970 --> 00:29:58.769 you. That the Republicans are closing lines with 00:29:58.769 --> 00:30:02.220 Trump. In the state of the nation, in the speech, 00:30:02.519 --> 00:30:06.480 when it was given account, we talked about more 00:30:06.480 --> 00:30:10.920 than 60 % of the base of Republicans, this according 00:30:10.920 --> 00:30:13.640 to surveys that were published that day, perhaps 00:30:13.640 --> 00:30:24.289 it has already changed, but I doubt it. The New 00:30:24.289 --> 00:30:26.769 York Times, The Times, The Wall Street Journal, 00:30:42.650 --> 00:30:46.970 After these declarations came out of the Iranian 00:30:46.970 --> 00:30:52.210 army, for the markets to fall, for the oil to 00:30:52.210 --> 00:30:55.329 go to the clouds, for him to come out and say, 00:30:55.430 --> 00:30:58.170 the war is over. And he calmed the markets. And 00:30:58.170 --> 00:31:00.670 he calmed the markets with a narrative. He also 00:31:00.670 --> 00:31:02.829 needed a day to calm the markets, especially 00:31:02.829 --> 00:31:06.170 a call, the call he had with Putin, which is 00:31:06.170 --> 00:31:08.490 just that. something very important that must 00:31:08.490 --> 00:31:10.809 be taken into account in the analysis. If it 00:31:10.809 --> 00:31:14.329 is maintained or any veto is completely eliminated 00:31:14.329 --> 00:31:16.609 to international trade that Russia can have, 00:31:16.690 --> 00:31:19.730 especially with Europe, surely the oil prices 00:31:19.730 --> 00:31:22.529 will continue to go down. It is that there I 00:31:22.529 --> 00:31:27.059 agree, sorry, with you. in which the war conflict 00:31:27.059 --> 00:31:30.759 that we saw between Russia and Ukraine is moving 00:31:30.759 --> 00:31:35.440 to the Middle East, and the G7 should, in some 00:31:35.440 --> 00:31:38.299 way, set the foundations of an agreement with 00:31:38.299 --> 00:31:40.519 Russia, because they will be able to have access 00:31:40.519 --> 00:31:43.619 to cheaper gas that China was concentrating. 00:31:44.400 --> 00:31:48.039 And China managed to grow very strongly. And 00:31:48.039 --> 00:31:52.109 China... reduces their growth expectations for 00:31:52.109 --> 00:31:56.670 GDP. And Mexico, coincidentally, after the FMI 00:31:56.670 --> 00:32:00.029 said, get ready for the worst, when Troma comes 00:32:00.029 --> 00:32:02.890 out to say, the war is going to end, we bring 00:32:02.890 --> 00:32:08.349 1 .8 % growth for GDP in 2026. Do we see logic 00:32:08.349 --> 00:32:14.289 in this? I think so. And 2 % for 2027. So it's 00:32:14.289 --> 00:32:17.069 a reaccommodation of forces. The key is, for 00:32:17.069 --> 00:32:20.279 how long? Vamos a aguantar. A mí también me gustaría 00:32:20.279 --> 00:32:23.660 polemizar con Tonatiuh en esta ocasión sobre 00:32:23.660 --> 00:32:27.220 la situación particular que tiene Estados Unidos. 00:32:27.400 --> 00:32:29.500 Por supuesto que Estados Unidos es una economía 00:32:29.500 --> 00:32:31.410 grande. It is an economy that still has a lot 00:32:31.410 --> 00:32:35.049 of capabilities. It was, throughout the 20th 00:32:35.049 --> 00:32:38.069 century, abiding in this power. But there is 00:32:38.069 --> 00:32:40.490 a fact, a fact that is more of a historical structural 00:32:40.490 --> 00:32:43.109 cut that has to do with, for example, the weight 00:32:43.109 --> 00:32:45.910 of the manufacturing of the real process of transformation 00:32:45.910 --> 00:32:49.150 of the United States represented in the 70s a 00:32:49.150 --> 00:32:53.089 25 % of its GDP and is currently at 9%. That 00:32:53.089 --> 00:32:55.670 is, it comes in a systematic fall and that is 00:32:55.670 --> 00:32:57.589 precisely what, in addition, in the contrast 00:32:57.589 --> 00:33:00.900 of technological development. China has practically 00:33:00.900 --> 00:33:07.059 surpassed this pace in all sectors. So, in that 00:33:07.059 --> 00:33:12.200 sense, I mean this situation of structural weakness, 00:33:12.200 --> 00:33:15.619 which is actually what explains the need that 00:33:15.619 --> 00:33:17.880 the United States has to continue intervening 00:33:17.880 --> 00:33:20.000 in the other countries. That is, right now that 00:33:20.000 --> 00:33:21.839 we were talking about Ukraine, we were talking 00:33:21.839 --> 00:33:23.539 about Gaza, we were talking about Iran, it is 00:33:23.539 --> 00:33:26.339 actually a complete geopolitical fracture. These 00:33:26.339 --> 00:33:28.420 are events that have been happening separately, 00:33:28.779 --> 00:33:30.980 but it's the same fracture. Fracture of what? 00:33:31.099 --> 00:33:34.799 Of that system, of that North American century. 00:33:34.900 --> 00:33:36.700 It's no longer being able to establish this power. 00:33:36.700 --> 00:33:38.440 I think that's exactly why you're giving him 00:33:38.440 --> 00:33:40.720 the reason. This trepidating fall in manufacturing 00:33:40.720 --> 00:33:44.160 and others is Trump's agenda. Precisamente para 00:33:44.160 --> 00:33:47.180 los aranceles, esto para regresar la manufactura. 00:33:47.240 --> 00:33:49.220 Exactamente. Creo que es lo que quisiste decir. 00:33:49.220 --> 00:33:51.859 Sí, pero nada más. Nada más. Nada más. Nada más. 00:33:52.960 --> 00:33:58.420 Se habló. Lo que Tona quiso decir. Exacto. La 00:33:58.420 --> 00:34:01.680 agenda de trompecesa. Es esos datos que tú estás 00:34:01.680 --> 00:34:03.880 dando. El Mega America. Claro. La intentona. 00:34:04.039 --> 00:34:07.000 El asunto es de que no. Él quiere regresar. Que 00:34:07.000 --> 00:34:09.059 armen los coches en Estados Unidos. Claro. Que 00:34:09.059 --> 00:34:10.760 ya no los hagan en Brasil. Que no los hagan en 00:34:10.760 --> 00:34:12.619 México. Y el asunto es si lo está consiguiendo. 00:34:12.619 --> 00:34:15.260 or not. That is to say, the war is already lost. 00:34:15.460 --> 00:34:17.900 Why? Because the war on salary sought to mine 00:34:17.900 --> 00:34:21.400 the export capacities of China and did not achieve 00:34:21.400 --> 00:34:23.579 it. Right now, with that same war on salary, 00:34:23.739 --> 00:34:25.880 even the court itself is telling him to return 00:34:25.880 --> 00:34:27.239 the money. That is to say, I do not see much 00:34:27.239 --> 00:34:30.420 coordination of industrial policy in that sense. 00:34:30.820 --> 00:34:34.699 And also, the 2 .2 % growth of the American economy, 00:34:34.699 --> 00:34:38.480 well, it cannot but contrast with the 36 billion 00:34:38.480 --> 00:34:42.079 debt that it has there. And many They're also 00:34:42.079 --> 00:34:44.380 waiting, right, doctor? You always talk here 00:34:44.380 --> 00:34:46.260 about the great economic cycles, right? They're 00:34:46.260 --> 00:34:48.780 very long. And in the end, Trump's mandate is 00:34:48.780 --> 00:34:52.380 four years, even if they look like 20. And the 00:34:52.380 --> 00:34:56.260 great investments, the relocation of complete 00:34:56.260 --> 00:34:58.659 production factories and everything, they can 00:34:58.659 --> 00:35:01.019 wait. I mean, there are also great companies 00:35:01.019 --> 00:35:04.760 that manufacture vehicles and other issues in 00:35:04.760 --> 00:35:07.019 other parts of the world that are waiting then, 00:35:07.219 --> 00:35:10.280 right? For it to also change. No necesariamente 00:35:10.280 --> 00:35:13.579 el partido puede repetir el partido republicano, 00:35:13.599 --> 00:35:15.280 pero sí el personaje. Bueno, es que aprovecho 00:35:15.280 --> 00:35:17.320 para polemizar rápido también con algo que dijiste 00:35:17.320 --> 00:35:22.239 atrás en la mesa sobre Trump como el personaje. 00:35:22.980 --> 00:35:25.760 Pero no olvidemos que Trump es el reflejo de 00:35:25.760 --> 00:35:27.539 una crisis estructural de los Estados Unidos. 00:35:27.659 --> 00:35:30.019 Es decir, aún saliendo Trump, aún en esta espera, 00:35:30.199 --> 00:35:34.059 no tenemos elementos para decir que ahora van 00:35:34.059 --> 00:35:36.780 a tener una política radicalmente distinta porque 00:35:36.780 --> 00:35:38.630 es también una situación de... The existence 00:35:38.630 --> 00:35:41.389 of the United States itself in its capacity to 00:35:41.389 --> 00:35:44.570 accumulate. And there I think that point must 00:35:44.570 --> 00:35:48.949 be emphasized, because from now on, although 00:35:48.949 --> 00:35:51.969 there may be a wait, although it may already 00:35:51.969 --> 00:35:55.510 be wanting to recover this process, the eastern 00:35:55.510 --> 00:35:58.789 market is growing three times faster than the 00:35:58.789 --> 00:36:01.010 North American at the moment. It can get worse 00:36:01.010 --> 00:36:02.869 the one that follows, it can be worse Maduro 00:36:02.869 --> 00:36:05.949 than Chávez, you never know. Oh, my God, I got 00:36:05.949 --> 00:36:08.309 lost a little bit there in the image. No, well, 00:36:08.429 --> 00:36:09.969 they wanted to take it off and make everything 00:36:09.969 --> 00:36:12.590 change, and then worse come. Well, it's because 00:36:12.590 --> 00:36:13.809 you're talking about China. Maybe you don't agree 00:36:13.809 --> 00:36:15.809 with that. No, but it happened in Venezuela. 00:36:15.949 --> 00:36:17.789 And then there are second floors that are worse 00:36:17.789 --> 00:36:21.050 than the first. There are second floors that 00:36:21.050 --> 00:36:23.070 are worse than the first, but time will tell. 00:36:23.170 --> 00:36:24.690 The one of President Shimon is extraordinary. 00:36:25.030 --> 00:36:27.630 No, I didn't say which one. Returning to the 00:36:27.630 --> 00:36:31.300 subject of the discussion. of these ideas that 00:36:31.300 --> 00:36:34.079 the population of the United States has, or its 00:36:34.079 --> 00:36:37.820 own guild or sector of the Republican Party, 00:36:37.880 --> 00:36:44.579 or the hard core of the sympathizers of its MAGA 00:36:44.579 --> 00:36:48.639 movement. It seems to me that all these criticisms, 00:36:48.940 --> 00:36:51.780 all this social debate is also being generated 00:36:51.780 --> 00:36:56.380 because some steps were omitted, such as going 00:36:56.380 --> 00:36:59.610 to Congress. If it had gone through the Congress, 00:36:59.769 --> 00:37:02.690 having the majority in the Congress, I would 00:37:02.690 --> 00:37:04.610 have had support and then not only would it be 00:37:04.610 --> 00:37:08.530 the president in office, but the parliament sustaining 00:37:08.530 --> 00:37:11.809 a decision, a state policy, whether desperate 00:37:11.809 --> 00:37:14.909 or not, whether in debacle or to consecrate an 00:37:14.909 --> 00:37:18.710 hegemony. And that same lack of deliberation 00:37:18.710 --> 00:37:21.210 is carried out in international forums, which 00:37:21.210 --> 00:37:25.920 is what Paul was also mentioning. de cómo se 00:37:25.920 --> 00:37:28.099 da una destrucción de todos estos espacios y 00:37:28.099 --> 00:37:31.659 por eso viene la negativa a la diplomacia. Quédense 00:37:31.659 --> 00:37:34.739 por favor con nosotros. Estamos Economía y Política 00:37:34.739 --> 00:37:38.579 este martes. Recuerden, escriban a redes sociales. 00:37:39.099 --> 00:38:06.510 Regresamos. Gracias por continuar en la barra 00:38:06.510 --> 00:38:09.369 de análisis de los medios públicos. Seguimos 00:38:09.369 --> 00:38:12.250 hablando del costo internacional del barril del 00:38:12.250 --> 00:38:15.829 petróleo. And Ursula von der Leyen, who is the 00:38:15.829 --> 00:38:19.469 top political leader in the European Union, described 00:38:19.469 --> 00:38:23.789 it as a fallacy that the United States' allies 00:38:23.789 --> 00:38:29.650 can be deployed in a world in chaos. She denies 00:38:29.650 --> 00:38:33.530 the no to the war in Spain. And she says they 00:38:33.530 --> 00:38:37.530 have to continue as allies of Donald Trump. What 00:38:37.530 --> 00:38:40.449 does this say about the environment of energy? 00:38:40.989 --> 00:38:43.809 The European Union, which was left without gas, 00:38:43.849 --> 00:38:48.090 without oil, when it had the conflict with Ukraine, 00:38:48.389 --> 00:38:52.469 is now trying to concentrate all the conflict 00:38:52.469 --> 00:38:57.579 for energy in the Middle East. And Mexico? Mexico 00:38:57.579 --> 00:39:01.840 with a growth in internal consumption that many 00:39:01.840 --> 00:39:04.860 said that it had fallen, that it was half. Well, 00:39:04.960 --> 00:39:08.099 the data confirmed in December is that we have 00:39:08.099 --> 00:39:12.719 a growth of 1 .2 % of the product, of consumption. 00:39:13.000 --> 00:39:15.500 And while it is true that the investment fell, 00:39:15.800 --> 00:39:20.239 today we had meetings of European investors in 00:39:20.239 --> 00:39:24.320 the National Palace. We have already had visits 00:39:24.320 --> 00:39:28.039 from many investors who want to be in Mexico. 00:39:28.300 --> 00:39:32.980 How is our country observed in this geopolitical 00:39:32.980 --> 00:39:35.699 environment? It seems to me that we are, as has 00:39:35.699 --> 00:39:37.480 happened with the type of change, that we are 00:39:37.480 --> 00:39:42.320 that part where investors bet on a currency that 00:39:42.320 --> 00:39:46.880 has the guarantee of trade with the most powerful 00:39:46.880 --> 00:39:50.130 country in the world, which has the T -MEC. y 00:39:50.130 --> 00:39:52.789 que se está revisando ya el tema, creo que México 00:39:52.789 --> 00:39:56.130 se ve bien. Ese me parece un buen contraste justo 00:39:56.130 --> 00:40:00.429 con la perspectiva de que Estados Unidos está 00:40:00.429 --> 00:40:03.829 en un franco declive. El análisis de las empresas 00:40:03.829 --> 00:40:07.889 de distintos rubros, sobre todo las internacionales, 00:40:07.889 --> 00:40:09.889 donde dicen, pues le voy a apostar por... by 00:40:09.889 --> 00:40:11.969 Mexico, where there are a series of structured 00:40:11.969 --> 00:40:15.909 plans to strengthen the national infrastructure, 00:40:16.130 --> 00:40:20.449 the energy part, the development of rail routes, 00:40:20.449 --> 00:40:22.730 that is, there are a series of plans to enhance 00:40:22.730 --> 00:40:24.949 the industry and, above all, in geographical 00:40:24.949 --> 00:40:27.510 terms, the United States remains the largest 00:40:27.510 --> 00:40:31.130 market in the world. So, it seems to me that... 00:40:31.960 --> 00:40:34.280 an important variable to take into account when 00:40:34.280 --> 00:40:37.699 we talk about the fall or not fall of the United 00:40:37.699 --> 00:40:41.260 States as an economy or as a hegemon, as a power. 00:40:41.619 --> 00:40:46.150 That first. I would also like to say that the 00:40:46.150 --> 00:40:48.889 tool that we have at IEPS is not just anything, 00:40:49.110 --> 00:40:53.610 it is a powerful tool of economic policy to benefit 00:40:53.610 --> 00:40:56.630 the whole society, the companies, the families, 00:40:56.829 --> 00:40:59.670 because having controlled the price of gasoline 00:40:59.670 --> 00:41:02.650 in general, we know that most of the commercialization 00:41:02.650 --> 00:41:06.469 of consumables, of fuel, in general, is done 00:41:06.469 --> 00:41:09.150 through the roads. So, if you control the price 00:41:09.150 --> 00:41:12.949 of fuels, you also mitigate any effect on people's 00:41:12.949 --> 00:41:15.530 pockets. That's very important. It's not just 00:41:15.530 --> 00:41:19.309 about, because they raised it just when there 00:41:19.309 --> 00:41:21.309 was this price increase in 2022, the benefit 00:41:21.309 --> 00:41:24.809 will only be for vehicle drivers. Of course, 00:41:24.809 --> 00:41:27.289 the benefit is transferred to the entire economy, 00:41:27.429 --> 00:41:29.530 and that's fundamental to understand why this 00:41:29.530 --> 00:41:34.010 tool, yes, generates a gap in particular in public 00:41:34.010 --> 00:41:36.929 income, but it's not the only tax you have to 00:41:36.929 --> 00:41:40.349 support the public administration. Yes, let's 00:41:40.349 --> 00:41:42.989 see, what you were saying, Claudia, You said 00:41:42.989 --> 00:41:45.789 Mexico looks very good for many reasons for the 00:41:45.789 --> 00:41:49.389 investors, but particularly for the commercial 00:41:49.389 --> 00:41:54.190 bond it has with the United States. So yes, and 00:41:54.190 --> 00:41:57.849 the T -MEC, yes, but it doesn't help us much 00:41:57.849 --> 00:42:00.389 the United States to give that image. Making 00:42:00.389 --> 00:42:03.329 Latin American meetings where they don't invite 00:42:03.329 --> 00:42:07.179 us and don't call us. Eh, diciendo que la revisión. 00:42:07.179 --> 00:42:08.679 Ni quién quiere estar ahí. Y qué bueno que no. 00:42:08.780 --> 00:42:10.619 Bueno, no sé si ustedes no quieran estar ahí, 00:42:10.659 --> 00:42:13.079 pero yo estoy hablando. Junto con Miguel. Pero 00:42:13.079 --> 00:42:15.460 es que no se puede hablar aquí si cuatro interrumpen 00:42:15.460 --> 00:42:17.559 al mismo tiempo al que está hablando. Pero bueno, 00:42:17.579 --> 00:42:19.340 si quieren hablen los cuatro y cuando terminen 00:42:19.340 --> 00:42:21.559 ya hablo yo. Paul quiere que. Hablen uno, dos, 00:42:21.699 --> 00:42:24.199 tres, cuatro y luego ya al final. Tú quieres 00:42:24.199 --> 00:42:26.579 que la presidenta Sheymon esté sentada junto 00:42:26.579 --> 00:42:28.659 con Miguel. Yo lo que estoy diciendo, pero fíjate 00:42:28.659 --> 00:42:31.320 a quién critico. No critiqué a la presidenta. 00:42:31.739 --> 00:42:33.960 No dije que nos morimos de ganas de estar en 00:42:33.960 --> 00:42:37.559 las reuniones. Estoy diciendo que la imagen de 00:42:37.559 --> 00:42:40.800 México ante los inversionistas del mundo, Estados 00:42:40.800 --> 00:42:44.079 Unidos no nos ayuda. No ayuda que Trump salga 00:42:44.079 --> 00:42:46.880 y diga, no me importa si mañana termina el Tratado 00:42:46.880 --> 00:42:49.159 de Libre Comercio. Me da lo mismo. Estamos en 00:42:49.159 --> 00:42:51.699 revisión, pero yo puedo terminar el tratado este 00:42:51.699 --> 00:42:56.349 mismo año. Eso no ayuda. No ayuda tampoco que 00:42:56.349 --> 00:42:58.429 haga reuniones con sus cuates y no nos invite. 00:42:58.710 --> 00:43:01.030 Tampoco ayuda. No es una buena imagen para México. 00:43:01.190 --> 00:43:03.730 ¿Qué si es una buena imagen? Estoy del lado de 00:43:03.730 --> 00:43:06.929 Tona esta noche. ¿Qué se invierta en infraestructura? 00:43:07.469 --> 00:43:10.869 Los trenes de pasajeros. ¿Qué se invierta? A 00:43:10.869 --> 00:43:14.429 ver, todo eso, claro, que contribuye. Solamente... 00:43:14.849 --> 00:43:16.809 Tengo esta diferencia con lo que dijo Claudia 00:43:16.809 --> 00:43:19.309 de que nos fortalece mucho esta relación con 00:43:19.309 --> 00:43:21.269 Estados Unidos. Hijo, el Estados Unidos pienso 00:43:21.269 --> 00:43:23.469 que no nos está ayudando mucho en la imagen hacia 00:43:23.469 --> 00:43:25.449 el exterior. En la narrativa. La verdad no nos 00:43:25.449 --> 00:43:27.469 ayuda. Yo entiendo que así hace política Trump. 00:43:27.769 --> 00:43:29.750 Y así dice la presidenta cada que le preguntan 00:43:29.750 --> 00:43:31.610 en la mañana. Oiga, es que el presidente dijo 00:43:31.610 --> 00:43:34.190 nos que. Y dice, tranquilos, así se expresa él, 00:43:34.250 --> 00:43:36.349 así habla, es su forma. Bueno, pues esa forma 00:43:36.349 --> 00:43:39.429 no nos ayuda. That's what I mean. I'm not saying 00:43:39.429 --> 00:43:40.989 that we're knocking on the door in Washington. 00:43:41.230 --> 00:43:43.710 No, please invite us with my law to take a picture 00:43:43.710 --> 00:43:46.090 of us. No, but it doesn't help. No, but a process. 00:43:46.389 --> 00:43:49.329 I mean, it's true that it doesn't help, but in 00:43:49.329 --> 00:43:51.530 reality right now we're in a spring of direct 00:43:51.530 --> 00:43:54.429 foreign investment reception. So let's say that 00:43:54.429 --> 00:43:56.489 it helps us, that it doesn't. It's already in 00:43:56.489 --> 00:43:58.530 the background. Because what Mexico is receiving. 00:43:58.849 --> 00:44:01.170 That it mistreats us. No, no, no. Because in 00:44:01.170 --> 00:44:02.389 reality there is no mistreatment. No, but if 00:44:02.389 --> 00:44:04.250 the one who wanted to mistreat us is you. No, 00:44:04.250 --> 00:44:07.030 no, no. If we all celebrated when they went there. 00:44:08.719 --> 00:44:13.739 They will remember the concept of nearshoring 00:44:13.739 --> 00:44:16.960 or relocation. This is what it means, precisely. 00:44:17.360 --> 00:44:20.579 The North American market is in this problematic. 00:44:20.960 --> 00:44:23.599 Of course, it needs this recovery. And in that 00:44:23.599 --> 00:44:25.940 leap is where Mexico, of course, is one of the 00:44:25.940 --> 00:44:28.500 engines of reindustrialization in both the general 00:44:28.500 --> 00:44:31.440 zone and the world knows it, regardless of Trump's 00:44:31.440 --> 00:44:34.400 declarations, because everyone on the planet 00:44:34.400 --> 00:44:37.300 knows that those declarations are a lie. But 00:44:37.300 --> 00:44:40.320 they are directed by the reasons of speculation 00:44:40.320 --> 00:44:42.860 that it is having in the financial markets. So 00:44:42.860 --> 00:44:45.179 that is already discounted. That has forced to 00:44:45.179 --> 00:44:48.219 make a concrete evaluation of the conditions. 00:44:48.440 --> 00:44:50.380 And that is where, that is why it is relevant. 00:44:50.860 --> 00:44:53.500 Every time investors come from different points, 00:44:53.679 --> 00:44:55.500 it is because they know that that is a condition 00:44:55.500 --> 00:45:00.199 that is of a geographical fate for being neighbors. 00:45:00.579 --> 00:45:03.320 But it is above all a powerful geoeconomic condition. 00:45:05.519 --> 00:45:10.039 there are few places where these reindustrialization 00:45:10.039 --> 00:45:11.840 processes are existing, which, as has been pointed 00:45:11.840 --> 00:45:14.239 out in the economic indicators, we are still 00:45:14.239 --> 00:45:18.340 on the side of the old G7 structure that is already 00:45:18.340 --> 00:45:22.219 trying to overcome, that is, countries with low 00:45:22.219 --> 00:45:26.820 growth, in contrast to those countries that dedicate 00:45:26.820 --> 00:45:28.840 industrial policy, they are the ones that are 00:45:28.840 --> 00:45:31.059 having better conditions, the ones that are having 00:45:31.059 --> 00:45:33.840 activity, that are having these mechanisms, for 00:45:33.840 --> 00:45:37.269 example, The IEPS is one of them that is very, 00:45:37.289 --> 00:45:39.750 very powerful. But let's not forget that this, 00:45:39.829 --> 00:45:42.909 in the last instance, has to take us to strengthen 00:45:42.909 --> 00:45:45.809 and accelerate the passage of the Mexico Plan 00:45:45.809 --> 00:45:48.250 and the industrial planning, because it is the 00:45:48.250 --> 00:45:49.670 only thing that will guarantee you sovereignty 00:45:49.670 --> 00:45:53.949 in the 21st century. I agree with Paul when he 00:45:53.949 --> 00:45:57.429 says that Trump does not help us for certain 00:45:57.429 --> 00:46:05.710 audiences, for certain audiences. Cuando no nos 00:46:05.710 --> 00:46:09.289 ayuda a Trump para esas audiencias que quieren 00:46:09.289 --> 00:46:12.730 que Trump ponga orden, que Trump con su estilo 00:46:12.730 --> 00:46:17.010 autoritario relocalice las inversiones, ahí sí 00:46:17.010 --> 00:46:19.010 no nos ayuda. O que dejen vilo el Tratado de 00:46:19.010 --> 00:46:21.789 Libre Comercio. No nos ayuda, pero donde sí nos 00:46:21.789 --> 00:46:26.739 ayuda es... cuando se refrenda que México tiene 00:46:26.739 --> 00:46:30.559 un modelo de energía, un modelo petrolero diferente. 00:46:31.059 --> 00:46:34.019 Hoy la prensa internacional, les cuento, está 00:46:34.019 --> 00:46:36.579 hablando ya de un concepto que me llamó mucho 00:46:36.579 --> 00:46:40.159 la atención, que es la cubastroica. Garantía 00:46:40.159 --> 00:46:43.599 para la familia Castro y una reforma en el sector 00:46:43.599 --> 00:46:47.139 de energía para Cuba. Eso le está pidiendo Trump 00:46:47.139 --> 00:46:51.099 a Cuba. Y lo que quiere es meter la mano en los 00:46:51.099 --> 00:46:53.599 muchos o pocos recursos que tenga Cuba. Dijo 00:46:53.599 --> 00:46:56.119 que se quiere hacer de la isla de manera amistosa. 00:46:56.320 --> 00:46:59.820 Pero vean qué importante es el concepto de energía. 00:47:00.139 --> 00:47:04.380 Y no podemos ser cándidos cuando pensamos que 00:47:04.380 --> 00:47:09.699 somos vecinos, socios, de un gigante que quiere 00:47:09.699 --> 00:47:13.219 controlar los recursos petroleros y de energía 00:47:13.219 --> 00:47:17.110 a nivel mundial. Here, what we have of resistance, 00:47:17.650 --> 00:47:20.889 and we have to defend it, is that there will 00:47:20.889 --> 00:47:25.030 be no treason in the use of oil resources. There 00:47:25.030 --> 00:47:28.349 will be a negotiation that should benefit the 00:47:28.349 --> 00:47:33.610 people of Mexico. So, it doesn't benefit us that 00:47:33.610 --> 00:47:36.920 it doesn't invite us with my law. Why? Because 00:47:36.920 --> 00:47:40.940 it puts us on the other side, where is the decision 00:47:40.940 --> 00:47:45.119 of a people to defend their energy sovereignty. 00:47:45.539 --> 00:47:47.980 Dignity, that is relevant for the relationship. 00:47:48.019 --> 00:47:51.179 It closed with an aggression, I no longer knew 00:47:51.179 --> 00:47:53.900 what to think. But well, the point of what I 00:47:53.900 --> 00:47:55.199 was saying is, it does not help us. And what 00:47:55.199 --> 00:47:57.420 about the IEPS, just to explain it, because it 00:47:57.420 --> 00:48:00.050 is that later... Arrojan aquí muchos términos. 00:48:00.070 --> 00:48:02.070 Es un colchón que tiene la gasolina para aguantar. 00:48:02.210 --> 00:48:05.630 Es dinero al final. O sea, sí, claro que es una 00:48:05.630 --> 00:48:07.630 buena herramienta. Claro, es dinero público. 00:48:07.750 --> 00:48:09.710 Es una buena herramienta para mitigar cualquier 00:48:09.710 --> 00:48:12.710 cosa. I hope you don't have to use it, I hope 00:48:12.710 --> 00:48:15.010 you don't have to apply this tool, because it 00:48:15.010 --> 00:48:18.050 does mean reducing the capacity of infrastructure, 00:48:18.650 --> 00:48:20.369 of hospitals, of medicines. I hope you have it. 00:48:20.769 --> 00:48:23.429 Yes, that's what you have. Well, you have it 00:48:23.429 --> 00:48:25.269 because you pay your taxes. You who is watching 00:48:25.269 --> 00:48:27.849 us, thanks to you, you have that tool. I hope 00:48:27.849 --> 00:48:30.829 the prices of gasoline don't go up, so much so 00:48:30.829 --> 00:48:33.480 that... Tenga que haber este subsidio para que 00:48:33.480 --> 00:48:35.860 no suba la gasolina y no se use ese dinero en 00:48:35.860 --> 00:48:37.960 otras cosas. La diferencia. Ojalá. Los amortiguadores. 00:48:37.960 --> 00:48:40.099 Pero es que no lo pongas. Ay, qué bueno. Y la 00:48:40.099 --> 00:48:41.340 diferencia es que es público. Cuando pasas por 00:48:41.340 --> 00:48:43.840 un bache, es bueno que traigas amortiguadores. 00:48:43.880 --> 00:48:45.260 Y la diferencia es que podemos decidir. Ojalá 00:48:45.260 --> 00:48:48.500 que no tengamos que usarlo. Bueno, súmense a 00:48:48.500 --> 00:48:50.559 este buen pensamiento de que ojalá no suba la 00:48:50.559 --> 00:48:53.179 gasolina. A lo que no me sumo es a ese deseo 00:48:53.179 --> 00:48:55.840 de ir a sentarse con mi ley. Bueno, yo voy a 00:48:55.840 --> 00:48:58.559 decir algo que aquí quizás me van a censurar. 00:48:58.960 --> 00:49:00.579 Censurar algunos de los temas. El canal no se 00:49:00.579 --> 00:49:02.840 llama Censura. This program is very weird. I 00:49:02.840 --> 00:49:05.179 can say what I want. I can say what I want, but 00:49:05.179 --> 00:49:08.699 maybe in the audience there is some reaction. 00:49:09.179 --> 00:49:15.340 Mexico could start producing oil with new technologies. 00:49:15.699 --> 00:49:19.440 I don't want to say the word forbidden, but it's 00:49:19.440 --> 00:49:22.960 the difference. We can decide it according to 00:49:22.960 --> 00:49:26.019 the interests of our country. The rule of the 00:49:26.019 --> 00:49:28.039 game during the next few weeks is going to be 00:49:28.039 --> 00:49:32.320 called oil scarcity. o disponibilidad de petróleo 00:49:32.320 --> 00:49:35.809 y México lo tiene. That's the good news. Yes, 00:49:35.829 --> 00:49:37.369 I think that in the face of a crisis situation, 00:49:37.369 --> 00:49:39.710 of course, it's a very good idea to have not 00:49:39.710 --> 00:49:42.570 only the shock absorbers, but also the additional 00:49:42.570 --> 00:49:47.170 plans, strategies, production. This is definitely 00:49:47.170 --> 00:49:49.909 very important. I would like to clarify this 00:49:49.909 --> 00:49:52.289 matter of Jeff's, because I think it is important 00:49:52.289 --> 00:49:54.949 that those who listen to us have it in mind. 00:49:55.050 --> 00:49:57.269 For example, when there was the crisis of Russia 00:49:57.269 --> 00:50:00.849 and Ukraine, we are also talking, it is very 00:50:00.849 --> 00:50:03.690 similar to what is happening right now. That's 00:50:03.690 --> 00:50:07.309 precisely what the method was, is that when the 00:50:07.309 --> 00:50:11.409 price of the oil barrel rises, more money enters, 00:50:11.409 --> 00:50:14.849 oil income to the country, and this, obviously, 00:50:15.130 --> 00:50:19.750 is used as compensation for what is lost for 00:50:19.750 --> 00:50:22.590 the gas. So, well, the figures were tables at 00:50:22.590 --> 00:50:25.429 that time. We are talking about practically 400 00:50:25.429 --> 00:50:30.190 million pesos that, as well as you receive, you 00:50:30.190 --> 00:50:31.789 use them, but here the important thing is to 00:50:31.789 --> 00:50:34.460 put tables in front. a la tormenta. Eso es lo 00:50:34.460 --> 00:50:38.099 importante aquí, que no te llegue este problema, 00:50:38.440 --> 00:50:40.960 esta tormenta totalmente desorganizada. Es decir, 00:50:41.019 --> 00:50:43.980 canalizas con una política fiscal muy clara. 00:50:44.059 --> 00:50:48.420 México, por cada dólar que sube el precio, recibe 00:50:48.420 --> 00:50:53.000 11 .6 mil millones de pesos y que ahorita ya 00:50:53.000 --> 00:50:55.860 va en el presupuesto, está en 54 dólares. Eso 00:50:55.860 --> 00:50:57.780 te iba a preguntar, ¿anda como en 20 y tantos 00:50:57.780 --> 00:51:00.719 por ciento arriba? Y está ahorita en 77, en la 00:51:00.719 --> 00:51:04.800 última cotización. So, well, this is a new way 00:51:04.800 --> 00:51:08.059 of understanding the economy, that is, we have 00:51:08.059 --> 00:51:10.619 a mechanism to be able to be amortizing these 00:51:10.619 --> 00:51:14.380 baches, these different storms, while you remain 00:51:14.380 --> 00:51:18.099 full in the development of industrial policy, 00:51:18.099 --> 00:51:20.840 that is, that is already an organized strategy 00:51:20.840 --> 00:51:23.179 and that is why this fiscal policy, we could 00:51:23.179 --> 00:51:27.039 say that it is a containment to remain in priority 00:51:27.039 --> 00:51:30.119 works, in planning, in trains, in all the mechanisms 00:51:30.119 --> 00:51:32.260 that we are doing. recuperación porque insisto 00:51:32.260 --> 00:51:35.219 estamos recibiendo históricamente inversión extranjera 00:51:35.219 --> 00:51:38.960 directa pues estamos además proyectando los polos 00:51:38.960 --> 00:51:41.519 de bienestar que son la forma en la cual vamos 00:51:41.519 --> 00:51:45.480 a empezar a canalizar para un nuevo entorno productivo 00:51:45.480 --> 00:51:48.719 entonces tenemos que acelerar ese ese camino 00:51:48.719 --> 00:51:52.019 y frente al pesimismo de trump Sorry, from Paul. 00:51:52.559 --> 00:51:55.199 I would have confused you too. Yes, right? That 00:51:55.199 --> 00:51:58.440 aggression. What's going on? The other day, Secretary 00:51:58.440 --> 00:52:01.179 Marcelo Ebrard, Secretary of Economy, announced 00:52:01.179 --> 00:52:03.639 that he was already in full communication with 00:52:03.639 --> 00:52:06.219 his partner in the United States and that they 00:52:06.219 --> 00:52:29.219 had agreed to start with a date. And I also see 00:52:29.219 --> 00:52:31.099 another space, and I also see another space. 00:52:31.219 --> 00:52:33.139 No, I'm all less right -wing. And I also see 00:52:33.139 --> 00:52:37.139 another space. for a growth of a relevant sector 00:52:37.139 --> 00:52:40.219 in Mexico, which is tourism. Because everything 00:52:40.219 --> 00:52:44.119 that this instability is generating, both in 00:52:44.119 --> 00:52:48.480 Europe and in the Middle East, can easily be 00:52:48.480 --> 00:52:53.139 capitalized by tourism in Mexico. North Americans 00:52:53.139 --> 00:52:58.250 will prefer to visit a nearby country. than to 00:52:58.250 --> 00:53:02.750 take any risk. We only saw when a drone landed 00:53:02.750 --> 00:53:05.809 in an Arab Emirates airport how the Dubai airport 00:53:05.809 --> 00:53:09.590 closed for a couple of days and that meant the 00:53:09.590 --> 00:53:12.190 cancellation of thousands of flights and an impact 00:53:12.190 --> 00:53:15.900 of thousands of millions of dollars. That's why 00:53:15.900 --> 00:53:17.159 it's so important that... I mean, it doesn't 00:53:17.159 --> 00:53:19.340 help in the trailers burned on the roads and 00:53:19.340 --> 00:53:21.760 things like that, but yes, there are areas of 00:53:21.760 --> 00:53:23.380 opportunity. And it doesn't help that information 00:53:23.380 --> 00:53:26.659 is given that is not true, or that it is extrapolated, 00:53:26.659 --> 00:53:31.920 or that a country that is in the middle of a 00:53:31.920 --> 00:53:34.079 dustbin is shown when it is not happening. We 00:53:34.079 --> 00:53:37.280 are a huge country where we can have many problems, 00:53:37.440 --> 00:53:41.820 but the responsibility of the media... is to 00:53:41.820 --> 00:53:44.579 put the information in its right dimension, because 00:53:44.579 --> 00:53:47.760 we need that tourism, we need the visitors to 00:53:47.760 --> 00:53:49.320 come. And a great year is coming for tourism, 00:53:49.599 --> 00:53:52.219 look, the World Cup is coming. Because the World 00:53:52.219 --> 00:53:55.159 Cup is not just the 16 games that are going to 00:53:55.159 --> 00:53:57.780 happen, but also... Todo lo que se está creando 00:53:57.780 --> 00:54:00.739 alrededor y el FanFest, y creo que el FanFest 00:54:00.739 --> 00:54:03.340 del Zócalo capitalino va a ser el más grande 00:54:03.340 --> 00:54:06.320 del mundo. El record line es una cosa. Y ese 00:54:06.320 --> 00:54:10.400 ambiente mundialista que invita a selecciones 00:54:10.400 --> 00:54:12.599 del mundo entero a estar por acá, pues claro 00:54:12.599 --> 00:54:15.400 que va a detonar el turismo este año. Seguramente 00:54:15.400 --> 00:54:19.119 lo vamos a ver. Es decir, cuando sea el reporte 00:54:19.119 --> 00:54:22.019 de fin de año de la cantidad de turistas extranjeros. 00:54:48.860 --> 00:54:52.769 Y nacionales también. to agree on politics. And 00:54:52.769 --> 00:54:55.250 that we can see Iran in the World Cup. Because 00:54:55.250 --> 00:54:58.469 it's qualified. And it has three parties in the 00:54:58.469 --> 00:55:01.489 United States. I want to see, in Los Angeles, 00:55:01.769 --> 00:55:05.210 the selection of Iran singing its national anthem. 00:55:05.750 --> 00:55:07.489 Because that's how it's planned until today. 00:55:07.650 --> 00:55:10.809 It's scheduled. I know it seems crazy. But let 00:55:10.809 --> 00:55:14.570 me think that politics, on this occasion, can 00:55:14.570 --> 00:55:17.960 win it. La fuerza de la política a la política 00:55:17.960 --> 00:55:22.480 de la fuerza. Dice Juan Villoro, Dios es redondo. 00:55:22.579 --> 00:55:25.579 Entonces confiemos en que el fútbol vuelva a 00:55:25.579 --> 00:55:28.320 ser su magia. Pero yo quiero terminar, Juma. 00:55:28.860 --> 00:56:00.809 Rights Watch. is political, not only are they 00:56:00.809 --> 00:56:06.730 plans of a regime or of a political system that 00:56:06.730 --> 00:56:08.809 is in crisis, it is the life of many people. 00:56:09.070 --> 00:56:12.469 Stay on Channel 11, Channel 22, Economy and Politics. 00:56:28.139 --> 00:56:30.980 Esto fue una producción de Canal 11 y Canal 22.