Mexico’s Heavy Vehicle Exports Drop 19% in 1Q25

Exports of heavy vehicles fell 19% in 1Q25, according to INEGI. This decline was accompanied by a reduction in units assembled and commercialized.

Exports experienced a 24.9% year-on-year drop in March, with only 11,288 units shipped compared to 15,023 units in the same month last year. Domestic commercialization also declined. In March, 2,796 units were sold, representing a 41.3% decrease compared to March 2024.

Rogelio Arzate, Executive President of ANPACT, attributed the downturn to a combination of factors, including the sales impact of advanced purchases prompted by new environmental regulations, and comparisons to a record-setting year for commercialization.

The number of assembled units in March also dropped, with a 26% year-on-year decline. Arzate explained that the industry is adjusting production levels while it faces more modest demand.

In 1Q25, only 7,930 heavy vehicles were sold in the domestic market, a 39% decrease compared to 1Q24. This marks the lowest quarterly figure since 2021, when only 6,546 units were sold due to the economic effects of the pandemic.

Arzate noted that recent tariffs on steel and aluminum have raised concerns within the industry and expressed support for the federal government’s decision to prioritize dialogue over retaliatory measures. He also emphasized the importance of maintaining strong commercial relationships with the United States and Canada.

Arzate reiterated ANPACT’s confidence in Plan México, a strategic initiative aimed at strengthening the domestic heavy vehicle industry. The plan seeks to support national manufacturers in competing globally, encourage investment in the energy and infrastructure sectors, and reinforce the domestic market.