Mexico’s Heavy Vehicle Sales Plunge 67% in June 2025

Mexico’s heavy vehicle industry reported a significant downturn in June 2025, with wholesale sales plummeting 66.8% year-over-year, according to data from the National Association of Bus, Truck, and Tractor-Trailer Manufacturers (ANPACT). Production dropped 35.7%, and exports fell 20.3% during the same period. These declines reflect a broader trend observed in the first half of 2025, during which wholesale sales contracted 47.7%, production 24.1%, and exports 13.6%, based on data from ANPACT and the National Institute of Statistics and Geography (INEGI).

From January to June 2025, a total of 14,533 heavy vehicles were sold wholesale—down from 27,773 units in the same period of 2024. Retail sales also fell 22.96%, totaling 20,549 units in the first half of the year.

Production showed similar declines. In June 2025, 14,189 units were assembled, while cumulative production from January to June reached 77,397 units, compared to 101,950 units in the first half of 2024. Of this total, 97.5% were cargo vehicles (75,550 units), and 2.5% were passenger vehicles (1,897 units).

Exports totaled 12,331 units in June, bringing the first-half total to 68,148 vehicles. According to INEGI, 94.5% of these exports went to the United States (64,656 units), 3.6% to Canada (2,458 units), and 1.5% to other markets (1,034 units).

“These results reflect an adjustment after a year of record-high sales and production. As tariff policies become clearer, industries will resume purchasing, encouraging both production and exports,” said Rogelio Arzate, Executive President, ANPACT.

In response to the downturn, ANPACT revised its 2025 wholesale sales forecast downward from 45,036 to 35,935 units. Arzate explained that the revision accounts for the international context and the continued negative impact of used heavy vehicle imports from the United States.

To support recovery and long-term competitiveness, ANPACT outlined three strategic priorities:

• Fleet Renewal: Promote incentives to replace aging units with cleaner technologies.

• Energy Infrastructure: Ensure consistent, high-quality supply of Ultra-Low Sulfur Diesel (ULSD).

• Export Strengthening: Sustain Mexico’s leadership as an export platform and reinforce the “Made in Mexico” brand.

Arzate emphasized the importance of a modern, safe fleet for improving logistics efficiency and supporting economic growth—particularly for micro, small, and medium-sized enterprises (MSMEs). “A more modern fleet means better efficiency, profitability, and productivity, especially for companies that rely on timely capital goods renewal,” he said.

ANPACT is also working with federal and state authorities under President Claudia Sheinbaum’s administration. Key agenda items include curbing imports of obsolete used vehicles, digitizing federal transportation processes, expanding development bank financing, and advancing decarbonization through emerging technologies.

Arzate stressed the importance of aligning technological transitions with Mexico’s energy realities. “We advocate for technological coexistence that enables a gradual, sustained fleet modernization without disrupting current operations. We must create conditions that make change viable and regionally appropriate,” he said.