Borderlands Mexico is a weekly rundown of developments on the earth of United States-Mexico cross-border trucking and commerce. This week in Borderlands Mexico: ANPACT warns tariffs threaten truck commerce as exports surge; Stonepeak acquires rail-served logistics property in Fort Price; and Inexperienced Tide Logistics launches Mexico-US maritime hall.
ANPACT warns tariffs threaten truck commerce as exports surge
Mexico’s heavy-duty truck business posted sharp positive aspects in manufacturing, exports and wholesale gross sales throughout July, signaling enhancing momentum for producers regardless of weaker retail demand and softer year-to-date totals.
Producers produced 14,675 heavy-duty automobiles through the month, a 51.8% enhance in contrast with 9,668 models in the identical month a yr in the past.
Exports climbed 66.7% yr over yr to 13,117 models, whereas wholesale gross sales rose 19.1% to 2,590 models, in keeping with information launched by Mexico’s Nationwide Institute of Statistics and Geography (INEGI) and the Nationwide Affiliation of Bus, Truck and Tractor-Trailer Producers (ANPACT).
Retail gross sales, nonetheless, fell 9.9% yr over yr to three,043 models in July.
The 16 members of ANPACT in Mexico are Freightliner, Kenworth, Navistar, Hino, Worldwide, DINA, MAN SE, Mercedes-Benz, Isuzu, Scania, Shacman Vans, Foton, Cummins, Detroit Diesel, Daimler Buses Mexico and Volkswagen Buses.
ANPACT stated the robust July outcomes prolonged positive aspects in wholesale gross sales for each freight and passenger car segments. Wholesale freight truck gross sales totaled 2,141 models, up 18.1%, whereas passenger car gross sales elevated 24% to 449 models.
Regardless of July’s robust exhibiting, year-to-date outcomes stay under 2025 ranges in a number of key classes. Manufacturing totaled 85,551 models through the first seven months of 2026, down 6.1% from the identical interval a yr earlier.
Exports additionally declined 6.1% yr over yr to 71,377 models, whereas retail gross sales fell 20.1% to 19,115 models. Wholesale gross sales have been the lone year-to-date progress class, rising 5.1% to 17,566 models.
The U.S. remained by far the biggest export marketplace for Mexican-built heavy-duty automobiles. Of the 71,377 vans and buses exported by means of July, 65,983 models, or 92.4%, have been shipped to the U.S. Canada accounted for 4.6% of exports, adopted by Colombia at 1.9%.
ANPACT officers stated sustaining certainty across the U.S.-Mexico-Canada Settlement stays crucial for the business’s long-term progress. The affiliation urged policymakers to protect the commerce pact’s core ideas and argued that clear guidelines and funding certainty assist manufacturing, provide chain integration and regional competitiveness.
The group additionally renewed its name for modifications to Part 232 tariffs, saying the duties are dangerous to financial exercise on each side of the border.
ANPACT additional expressed concern about rising imports of used heavy-duty automobiles from the U.S. The group stated that for each 100 new heavy-duty automobiles bought in Mexico, roughly 53 used imported automobiles are additionally bought, creating aggressive pressures for home producers.
Freightliner remained Mexico’s largest heavy-duty car producer through the first seven months of 2026 with 53,364 models assembled, adopted by Worldwide with 22,414 models and Kenworth with 6,218 models. Freightliner additionally led exports with 51,089 models, forward of Worldwide at 18,675 models
Stonepeak acquires rail-served logistics property in Fort Price
Personal fairness agency Stonepeak has acquired an 860,100-square-foot rail-served logistics facility in Fort Price, Texas, increasing its footprint in one in all North America’s busiest freight hubs, in keeping with a information launch.
The property is positioned within the Alliance submarket of Dallas-Fort Price, a significant logistics hall anchored by two Class I railroads, the BNSF Alliance intermodal terminal and Fort Price Alliance Airport. The positioning additionally has direct entry to Interstate 35, a key freight route connecting Mexico, the USA and Canada.
Phill Solomond, Stonepeak’s senior managing director and head of actual property, stated transportation-linked properties function a significant connection between producers and shoppers.
New York-based Stonepeak is a number one various funding agency specializing in infrastructure and actual property with roughly $93 billion of property underneath administration.
Inexperienced Tide Logistics launches Mexico-US maritime hall
Inexperienced Tide Logistics has launched a brand new maritime service linking the Port of Tuxpan in Veracruz, Mexico, with Port Canaveral, Florida, and the Port of Philadelphia.
The service goals to create a substitute for cross-border trucking for freight shifting between Mexico and the USA.
The corporate stated the service will function on a biweekly schedule and will ultimately broaden its attain into Canada by means of connections with GT USA and inland transportation networks.
The brand new route provides Port Canaveral to Inexperienced Tide’s current Philadelphia service and is designed to deal with electronics, recent produce, refrigerated cargo and different client items shifting in each instructions between Mexico and the U.S.
Based on firm supplies, cargo can attain Port Canaveral in about 4 days and Philadelphia in six days from Tuxpan, with plans to extend service frequency from biweekly to weekly through the second half of 2026.
Inexperienced Tide stated the service’s intermodal connections to rail and trucking networks in Florida and Pennsylvania will present entry to extra U.S. and Canadian markets whereas serving to shippers diversify transportation choices past congested land-border crossings.
The route’s inaugural name was marked by the arrival of the M/V Whale Orca at Port Canaveral, the place the vessel unloaded its first cargo of electronics and meals merchandise.
Why it issues: Greater than 92% of Mexico’s heavy-duty car exports are shipped to the USA, making manufacturing traits, commerce coverage and tariff negotiations key indicators for North American trucking capability, tools availability and cross-border provide chains.
The publish Borderlands Mexico: ANPACT warns tariffs threaten truck commerce as exports surge appeared first on BigRig.