Mexico’s car exports rose 1.3% year-on-year to 300,475 units in August 2026, following a 9.7% decline in July. Export volumes increased most for BMW Group (31.4%), followed by General Motors (16.8%) and Stellantis (15%). Still, Mexico’s auto sector remains affected by uncertainty over US trade policies, as 76.3% of auto shipments are destined for the US. US President Trump in his second term imposed a series of tariffs on multiple countries, including Mexico. The Trump administration also decided not to renew the USMCA, the agreement will remain in force for another decade unless a member withdraws, but with annual reviews that could lead to significant changes. The US and Mexico also continue bilateral trade negotiations. Auto shipments fell most for Mercedes-Benz (-95.3%), Ford Motor (-41.3%), and Mazda (-25.2%).