Mexico auto sector exports to the US fell 11.3% in early 2026 as 25% tariffs hit cars failing USMCA rules of origin. What comes next.
MEXICO · INDUSTRY
Key Facts
—What happened: Mexico’s auto exports to the United States fell 11.3 percent in the first quarter of 2026, to US$38.1 billion.
—The trend: Passenger-car exports fell 9.8 percent in 2025 and dropped a further 22 percent in early 2026.
—The cause: Washington charges a 25 percent tariff on Mexican-made cars that fail the trade pact’s origin rules.
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