The report identified 56 automotive investment projects across the country in 2Q25, reinforcing Mexico’s role as a strategic hub for electric vehicles, advanced manufacturing, and auto parts production despite economic headwinds and new tariff policies in the United States.

“Amid global uncertainty and increasing tariff pressure on international competitors, Mexico reaffirms its strategic value within the USMCA,” said Ricardo Vivero, CEO, Cluster Industrial. “Companies are becoming more deliberate in where and how they invest, with a focus on legal certainty, regional content, and robust infrastructure, especially in electromobility.”

The report highlights $473.8 million in electromobility investments, including major projects by Giant Motors/JAC in Hidalgo and Seojin Mobility in Nuevo León, and $737.3 million in auto parts, led by UK-based Volex in San Luis Potosi and US-based Flex-N-Gate in Coahuila. In terms of infrastructure, 786.6ha are under construction, representing a 130% increase over 2Q24. Additionally, 9,808 jobs were created, with a strong concentration in precision manufacturing and tech-driven projects.

The country received investment from 18 countries, led by China, the United States, South Korea, Japan, Germany, and the United Kingdom. Nuevo Leon, San Luis Potosi, and Guanajuato were the top-performing states in terms of project volume, investment size, and technological sophistication. Notable investments include FRISA’s steel rolling plant (US$350 million) in Nuevo Leon, Bulkmatic’s intermodal terminal (US$250 million) in Pesqueria, Giant Motors/JAC’s (US$160.6 million) expansion of its EV plant in Hidalgo, Kia Motors’ retooling investment (US$152 million) in Pesqueria, and Thor Urbana’s TU Park Apodaca II (US$128.5 million).

Despite the 30% investment slowdown, the report highlights a notable shift in the investment landscape: fewer megaprojects, but increased focus on high-tech, electric, and specialized manufacturing ventures, signaling Mexico’s evolution into a more advanced industrial platform.

For the first half of 2025, Mexico recorded 115 automotive investments totaling nearly US$4.8 billion, reflecting sustained international interest amid persistent global supply chain realignment.