Mexico's automotive industry began 2026 with mixed results, as data from Inegi revealed that light vehicle exports grew by 2.3% in January, totaling 224,528 units shipped abroad. In contrast, national production witnessed a decline of 2.7%, with local manufacturing amounting to 303,980 units. This discrepancy underscores the challenges faced by the sector in a climate of commercial uncertainty and operational adjustments. The industry has now recorded five production decreases over the last six months.

Despite the drop in production, January 2026's figures remain notable, as highlighted by Adriana Ramírez, the Manager of Economic Studies at the Mexican Automotive Industry Association (AMIA). She pointed out that the production level still places it among the top five January outcomes since records began while maintaining above 300,000 units produced. This juxtaposition indicates that while exports are growing, internal production struggles to keep pace, prompting concerns about the industry's overall health and sustainability moving forward.

Key automotive players, including General Motors, Nissan, and Ford Motor, collectively contributed to the industry's export growth. However, the continued decline in domestic production raises questions about the resilience of Mexico’s automotive sector, particularly in terms of its ability to navigate ongoing operational challenges and uncertainties in global trade. Stakeholders will need to monitor these developments closely, as they could have far-reaching implications for employment and economic growth within the sector, as well as for Mexico's position as a global automotive hub.