Overview
- Official INEGI data show October production fell 58.8%, exports dropped 55.3% and wholesale sales slid 61% from a year earlier.
- Year to date through October, output totaled 113,299 units, down 36.8%, with exports at 93,037 units, down 31.4%.
- The United States began applying a 25% duty on Mexican heavy‑truck imports on November 1, and it remains the destination for 94.3% of Mexico’s exports.
- Mexico updated an environmental agreement to cap imported used heavy vehicles at 10 years of age, a move industry leaders welcomed to help renew a fleet averaging about 19 years.
- At Expo Transporte, major manufacturers detailed supply‑chain adjustments and deferred projects; Kenworth cited 72% U.S. content on key models, Freightliner ships about 92.9% of its output to the U.S., and International’s Mexico production fell 45.6% in January–October.