According to official data, the United States produces between 8 and 9 million automobiles, while its domestic demand reaches between 15 and 16 million units, leading the country to import around 6 or 7 million vehicles from other nations, with Mexico being one of the main suppliers.
The automakers that export the most vehicles from Mexico to the United States are General Motors, Ford, and Nissan, with significant quantities of cars each year. Among the most exported models are GM's Equinox EV, Toyota's Tacoma, the Nissan Sentra, the Honda HR-V, and the Ford Maverick.
In recent statements, Óscar Silva from Roland Berger pointed out that if the United States stopped importing vehicles assembled in Mexico, Germany or Japan would be the next options, however, they would be much more expensive for the U.S. local market.
On the other hand, Marcelo Ebrard, Secretary of Economy, mentioned that relocating production from Mexico would be costly for General Motors, considering that they have highly productive plants in Mexican territory. This makes the possibility of leaving Mexico not viable from an economic standpoint.
Regarding Nissan Mexicana, the company stated that there are no concrete plans to move its production outside of Mexico, although they are making decisions aligned with global changes in the automotive sector. For her part, President Claudia Sheinbaum highlighted that it would be an unjustified decision for Nissan to stop producing in Mexico, as the majority of its vehicles assembled in the country are intended for the domestic market and not for export.
In the case of the imposition of tariffs by the United States on cars assembled outside the country, companies like General Motors and Nissan might consider relocating their production. Donald Trump has mentioned tariffs of 25% on automobile imports and has expressed his desire for companies to establish factories in the United States to avoid these tariffs.
