Mexico Business Intelligence

North American manufacturers are rebuilding production networks around proximity to the U.S. market — not just relocating factories. With Mexico's share of U.S.-serving supply chains projected to climb to 36% and total-cost logic reshaping executive decisions, the window for first-mover advantage is narrowing.

Mexico's aerospace sector has grown to nearly 400 companies across 19 states, generating an estimated $11 billion in exports in 2025 — underpinned by AS9100 certification, USMCA trade architecture, and sustained OEM expansion across five anchor clusters. For any OEM or Tier 1 supplier evaluating North American production options, the data makes...

The global commercial aircraft backlog remains at record highs, and 64% of aerospace companies still report active supply chain disruptions, according to Roland Berger. Companies with certified, regionally distributed production capacity are recovering faster — and OEM pressure for regional integration is making that certification gap a...

The July 2026 USMCA joint review will determine whether $1.8 trillion in annual North American trade operates under a stable framework through 2042 — or enters a decade of annual uncertainty. Manufacturers operating in Mexico or evaluating nearshoring must audit supply chains and build scenario flexibility before the formal review convenes.

USMCA raised the bar for automotive manufacturers in Mexico with a 75% Regional Value Content threshold, a $16/hour Labor Value Content requirement, and a 70% North American steel mandate—rules that reshape where companies build, source, and invest. With the 2026 joint review approaching, manufacturers who audit supply chains and model...

Mexico posted record goods exports of $664.8 billion in 2025 and attracted $40.8 billion in FDI, signaling a structural shift in North American supply chains. US manufacturers that act now capture 20–30% total landed cost advantages, USMCA duty-free access, and startup timelines as short as 90 days via shelter services.