Tariffs cause a steep drop in Mexico’s heavy-duty vehicle industry

It was a airy twelvemonth for dense vehicles successful Mexico arsenic sales, accumulation and exports plummeted successful 2025.

Preliminary information released by the nationalist statistic bureau INEGI showed that Mexico’s dense conveyance manufacture experienced its worst twelvemonth since the pandemic successful 2020, registering historical drops, successful ample portion owed to the 25% tariffs imposed connected exports by U.S. President Donald Trump.

Production of dense vehicles successful Mexico was down by 34.84%, the largest yearly driblet ever. (@Anpact/X)

The Trump tariffs impacted the manufacture crossed the board. 

Mexico exported 113,931 units successful 2025, its lowest level since records began to beryllium kept, adjacent little than the pandemic twelvemonth 2020’s 115,000. Compared to 2024, full exports fell 28.6%, portion accumulation slipped astir 29% compared to past year.

The United States was the main destination for dense conveyance exports, accounting for 94.2% of the total; Canada accounted for 3.3%.

The home marketplace besides shrank arsenic the 14 companies included successful the Administrative Registry of the Automotive Industry of Heavy Vehicles reported a crisp diminution successful sales. 

According to the registry, retail income totaled 39,833 units, the lowest fig since 2021 and a contraction of 31.67% compared to 2024.

In December, retail income of dense vehicles reached lone 3,306 units, representing an yearly driblet of 39.27%, the largest month-to-month alteration for immoderate period since records began successful 2018.

The concern was adjacent much dire successful the wholesale segment. In December, 3,498 units were sold, a year-on-year driblet of 62.68%, the largest recorded for a comparable month. 

For each of 2025, wholesale income reached 30,673 units, the lowest fig since 2020 and a alteration of 54.70% compared to 2024, the largest yearly contraction connected record.

As for production, determination was besides a crisp diminution for dense vehicles.. 

Total accumulation successful 2025 was 138,954 vehicles, representing a 34.84% alteration compared to 2024, the largest yearly driblet ever. 

In December 2025, 12,547 units were produced, representing a year-on-year driblet of 19.80%.

Nearly 98% of full dense vehicles produced corresponded to cargo vehicles, portion the remainder were rider vehicles, demonstrating the precocious dependence of the assemblage connected the transport of goods.

With reports from Reporte Indigo, La Jornada and Radio Sonora