Overview
- Mexico's state exports rose sharply in Q2 2026 after data released Wednesday showed a 31.6% year‑on‑year gain to $195.26 billion driven mainly by electronics.
- Electronics exports jumped about 124% to $70.46 billion and were highly concentrated: Chihuahua and Jalisco together generated roughly 81% of the country's electronics shipments.
- Manufacturing made up 92.5% of state exports in the quarter while transport equipment grew only about 3.9%, leaving nine states with lower exports and widening regional gaps.
- Argentina's agro sector posted a monthly recovery in September with CIARA‑CEC reporting $3,228 million in liquidations and a Jan–Sep cumulative of $22,275 million, helped by strong maize shipments.
- Early gains to the EU followed the Mercosur–EU interim pact, but Argentina's full‑year agro outlook still trails 2025 and depends on weather and harvests despite a preliminary BCR projection of up to $42.2 billion for 2026/27.