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Ciudad de México.- El sector económico del gobierno de Andrés Manuel López Obrador sigue representando un flanco débil. El presidente privilegia su estrategia en el sector energético, dejando a un lado los compromisos adquiridos en acuerdos comerciales, como el T-MEC.
En plena controversia comercial con Estados Unidos y Canadá por la política energética mexicana, la cual “afecta” a los inversionistas de esos países, Tatiana Clouthier renunció a la Secretaría de Economía (SE) y dejó inconclusos los cimientos de la política industrial lanzada apenas el 20 de septiembre.
Al pasar “del campo de juego” a “la porra” de la Cuarta Transformación, como expresó Clouthier, deja dudas en un momento complicado para la economía mexicana. En lo que va de la presente administración ya van dos funcionarias que renuncian al cargo: la primera fue Graciela Márquez, quien ahora preside el Instituto Nacional de Estadística y Geografía.
No es la primera vez que el mandatario tiene que aceptar una renuncia relacionada con el sector económico: en la Secretaría de Hacienda, Carlos Urzúa, primer titular del ramo, fue el primero en dejar el cargo por las decisiones de política pública “sin sustento”, dictadas desde Palacio Nacional. A su lugar llegó Arturo Herrera, quien salió en julio de 2021.
En contraste, los funcionarios que llevan la política energética del país, prioridad ideológica de López Obrador, han conservado su puesto, como Rocío Nahle al frente de la Secretaría de Energía (Sener); el director general de Pemex, Octavio Romero Oropeza, y el director de la Comisión Federal de Electricidad (CFE), Manuel Bartlett.
Lo cierto es que la economía mexicana pasa por una etapa turbulenta y se enfrenta a un horizonte de incertidumbre, como lo deja ver el más reciente Examen de la Situación Económica de México correspondiente al tercer trimestre de 2022:
“El panorama económico para México se ha complicado por diversos factores globales que siguen latentes, como los temores de una desaceleración económica, la prolongación de los problemas en cadenas de suministro, el posible nuevo escalamiento del conflicto Rusia-Ucrania, condiciones en los mercados financieros más astringentes y mayores tasas de inflación.”
Ante este entorno deteriorado que ha prevalecido a lo largo de este año, advirtió el reporte elaborado por la Dirección de Estudios Económicos de Citibanamex, aumenta la necesidad de promover un entorno macroeconómico que impulse el crecimiento de corto y mediano plazos.
En particular, destaca, se debe procurar recuperar la confianza y proveer de certeza jurídica para observar mayor inversión.
(Proceso/fragmento de reportaje publicado en el número 2397 de su edición impresa)
