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Mexico Auto Output Slips in 2025 as Heavy-Vehicle Production Plunges

Industry leaders blame U.S. tariff uncertainty alongside a surge of used-truck imports.

Overview

  • INEGI data show light-vehicle production at 3,953,494 units in 2025, a 0.9% decline from 2024, with exports down 2.7% to 3,385,785.
  • Heavy vehicles recorded steep losses for the year: 138,954 units produced (-34.8%), 113,931 exported (-28.6%), and 39,833 sold at retail (-31.6%).
  • U.S. policy under President Donald Trump is cited in coverage as the main source of commercial uncertainty, with the United States taking 78% of Mexico’s light-vehicle exports and 94.2% of heavy-vehicle shipments.
  • Despite export weakness, Mexico’s domestic auto sales rose 1.3% to more than 1.5 million units, including an 18% jump in green-vehicle sales to 146,724 for a 9.6% market share.
  • Automakers reported varied cuts to Mexican output in 2025—Volkswagen (-12.2%), Mazda (-16.6%), Honda (-18.4%), Stellantis (-5.5%), GM (-3.6%), Nissan (-12.2%)—with Mercedes-Benz preparing to end production in Mexico in May.