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Mexico Overtakes Canada as Top U.S. Goods Export Market, Census Data Show

The shift reflects deeper supply‑chain integration with Mexico alongside declines in U.S. sales to Canada and China.

Overview

  • Official Census data for January–August 2025 show U.S. goods exports to Mexico at $226.411 billion versus $225.642 billion to Canada, equal to 15.81% of total U.S. exports, with $29.25 billion shipped to Mexico in August.
  • Mexico ranks first as a destination in 24 Harmonized System chapters and places first or second in 75% of U.S. export industries, with demand spanning cereals, electronics, steel and iron, auto parts, vehicles, machinery and energy, according to the CCE.
  • Year over year, U.S. exports to Canada fell 3.9% and exports to China were $219.023 billion, down 21.5%, while Mexico retained its position as the United States’ leading overall trade partner.
  • Two‑way flows remain large: Mexican goods shipments to the U.S. reached $354.895 billion in January–August, leaving the U.S. with a $128.5 billion bilateral goods deficit and August bilateral trade near $74.4 billion.
  • The release followed a delay tied to a partial U.S. government shutdown, and the figures land as tariff policies remain in force and business groups point to the upcoming USMCA review as a key venue for supply‑chain planning.