Mexico's Mining Sector Eyes Rebound After Investment Drop

CAMIMEX reports Mexico’s 2025 mining value rose 21.2%, driven primarily by high international metal prices and not by an increase in mineral output In addition, Mexico mining investment dropped 3.3% in 2025 to US$4.9 billion on permit delays, but CAMIMEX forecasts a 30.8% rebound in 2026.

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Mining Value Up 21% in 2025 Despite Flat Volume: CAMIMEX

Despite a 21.2% increase in Mexican mining value in 2025, the volume of mining production remained technically flat, according to CAMIMEX. The chamber stressed the importance of a public policy framework that enables the development of new projects, noting the potential to unlock over US$40 billion in new investment by the end of Claudia Sheinbaum’s administration.

Mining Investment Fell 3.3% in 2025; Rebound Expected in 2026

Mining investment in Mexico dropped 3.3% in 2025, falling from US$5.063 billion in 2024 to US$4.896 billion, driven mainly by a sharp pullback in new project development and continued delays in permit approvals, according to the CAMIMEX 2026 Annual Report. 

Fresnillo's Profit Triples as Gold, Silver Prices Rally

Fresnillo has tripled first-half profit as surging gold and silver prices more than offset declining production across its Mexican operations. Revenue jumped 74.7% to US$3.38 billion, and the company raised its interim dividend to US$0.43 a share, even as attributable output fell across both of its core metals.

Barksdale Completes Full Ownership of Sonora's San Javier Project

Barksdale Resources has closed out its acquisition of the San Javier copper-gold project in Sonora, completing a final C$227,500 (US$162,017.54)cash payment and issuing 4,550,000 shares to Tusk Exploration to consolidate 100% ownership of the deposit's 12 concessions. 

AHMSA, Minosa Publish Final Labor Credit List Ahead of Auction

Mexico's bankruptcy trustee overseeing the liquidation of Altos Hornos de México (AHMSA) and its mining unit Minera del Norte (Minosa) has released the definitive list of recognized labor credits, giving thousands of former workers a formal accounting of what they are owed as the companies head toward a court-ordered auction.

Mexico's Mining M&A Boom Is a Symptom, Not a Recovery

Deal activity in Mexican mining is running at its strongest level in years, and the temptation is to read that as a vote of confidence. The evidence points somewhere less comfortable. Capital is consolidating around assets that already exist rather than creating new ones, and the reason is that permitted ground has become the scarcest input in the industry.

Mexico Loses US Steel Market Share Amid Tariff Changes

Mexico’s position as one of the leading suppliers of steel products to the United States weakened in 2025, with its share of US imports declining despite the continued integration of North American manufacturing supply chains. The decline comes as the United States expands Section 232 steel tariffs while Mexico simultaneously seeks to eliminate those duties through the ongoing USMCA review.