Mexico Auto Export Overview
According to the latest data from Mexico’s National Institute of Statistics and Geography (INEGI), Mexico produced 311,457 light vehicles in February, a 1.8% year-over-year decline, while exports fell 4.4% to 247,945 units. Despite the monthly slowdown, Mexico’s automotive industry remains heavily export-dependent, particularly to the US market.
Deep Integration of North American Supply Chains
During the first two months of 2026, Mexico produced 625,774 vehicles, down 0.6% compared to the same period in 2025, while exports totaled 485,426 units, a 1.4% year-over-year increase. Mexico’s automotive industry is one of North America’s largest cross-border freight engines, with approximately three-quarters of vehicles produced in Mexico exported to the United States. Mexico hosts major assembly plants operated by global automakers including General Motors, Stellantis, Ford, Toyota, Volkswagen, Volvo, and BMW.
Major Automaker Performance
General Motors and Stellantis led production in February. General Motors topped the list with 69,652 vehicles produced, followed by Stellantis with 40,865 units. Other major producers included Nissan (40,214 vehicles) and Ford Motor Company (31,508 units).
Export Market Distribution
From January through February, 75.7% of all vehicle exports from Mexico were shipped to the United States, highlighting the deep integration of North American automotive supply chains under the USMCA trade framework. Canada ranked as the second-largest market with 12.1% of exports, followed by Germany, Colombia, and other international markets. The heavy reliance on the US market indicates that production decisions in Mexico are closely tied to demand in the American automotive sector.
Export-Oriented Industry
Mexico serves as one of the world’s most export-oriented automotive manufacturing hubs, with most vehicles assembled in the country destined for foreign markets, particularly the United States. Light trucks and SUVs continue to dominate the market, accounting for about 80.4% of total vehicle production in Mexico during the first two months of 2026, reflecting North American consumer demand trends.
Logistics Infrastructure Development
Meanwhile, BNSF Railway has broken ground on a 944-acre logistics center in Gunter, Texas, representing an investment of approximately $500 million. The project will offer direct rail service and ready-to-build industrial sites designed to help shippers expand their supply chains and improve access to the fast-growing Dallas–Fort Worth logistics corridor.
Global Logistics Network Expansion
A.P. Moller – Maersk has opened a 165,000-square-foot ground freight facility in Fontana, California, expanding its trucking and distribution network in the Inland Empire. The facility includes 22 dock doors, a fleet of 18 vehicles, and 24/7 operations, which can accelerate freight turnaround times by up to five hours while providing faster connections to regional and interstate markets.
Source: FreightWaves
