The exports of Mexican-made trucks to the US have taken a significant hit in January, with a 54% decline in heavy-duty truck exports compared to the same period last year. This sharp drop is a concerning sign for North American freight flows and could indicate a slowdown in cross-border trade in 2026. The US remains the primary destination for these exports, accounting for 94.2% of the total, with 4,783 units shipped. This dominance of the US market is likely to have a significant impact on the Mexican trucking industry, which is heavily reliant on exports to the US. As a result, many manufacturers are facing reduced demand and lower sales volumes, leading to concerns about employment in the sector.
The decline in exports has been attributed to tariff uncertainty and volatility experienced in 2025, according to Alejandro Osorio, director of public affairs for Mexico's National Association of Bus, Truck and Tractor-Trailer Manufacturers (Anpact). Osorio noted that once the variables stabilize and transportation companies assess the costs involved, the market could return to a growth trajectory. However, this optimism is tempered by concerns about the impact on employment in the trucking sector, which could be affected by the slowdown. The average fleet age in Mexico is 19 years, and Osorio urged the Mexican government to accelerate fleet-renewal programs and curb imports of used heavy trucks from the US.
The top truck producer and exporter in Mexico in January was Freightliner, which produced 3,743 trucks, a 53% year-over-year decline. The company's exports fell by 50% year-over-year to 3,556 units during the month. International Trucks Inc. was the No. 2 producer and exporter, manufacturing 1,970 trucks, a 50% year-over-year decrease, with exports falling 56% year-over-year to 1,445 units.
The decline in exports has also been felt by other manufacturers, including Daimler Buses Mexico, which saw its production drop by 51.9% year-over-year to 6,793 units in January. This contraction is part of a broader slowdown in domestic manufacturing output, which could have significant implications for the Mexican economy. The trucking sector is a critical component of this industry, and any decline in exports could lead to reduced demand and lower sales volumes.
In contrast, China-based automotive components supplier Daimay has opened its first manufacturing facility in Coahuila as part of a broader plan to expand production in northern Mexico. This investment represents over $46.5 million and is the first of three facilities the company plans to develop in the municipality. The plant will focus on the manufacture of automotive interior components for clients such as General Motors and Tesla.
The expansion of Daimay's manufacturing facility highlights the growing importance of foreign investment in Mexico's automotive sector. As the country seeks to diversify its economy and reduce dependence on exports, companies like Daimay are playing a critical role in this effort. However, the decline in exports of Mexican-made trucks to the US is likely to have significant implications for the sector, particularly if the trend continues into 2026.
The acquisition by Alliant Insurance Services of the for-hire trucking portfolio of Laredo Commercial Insurance Agency and establishment of an office in Laredo, Texas, highlights the growing importance of cross-border transportation risk management. This deal is part of a broader trend towards consolidation in the insurance industry, as companies seek to expand their footprint across key transportation hubs in the state.
The acquisition by Alliant Transportation also brings Steven Cadena on board as vice president, bringing over a decade of experience in commercial trucking insurance in Laredo. This addition highlights the growing importance of expertise and talent in the insurance industry, particularly when it comes to cross-border risk management. As the sector continues to evolve, companies like Alliant are well-positioned to capitalize on emerging trends and opportunities.
The expansion of Alliant's operations in Texas marks a significant milestone for the company, which is based in Irvine, California. With over 10,000 employees, Alliant is one of the largest insurance brokers in the US, and its expanded presence in Texas is likely to have a significant impact on cross-border transportation risk management. As the industry continues to evolve, companies like Alliant are well-positioned to capitalize on emerging trends and opportunities.
