Industries
Seven sectors. One framework. The honest read on each.
Mexico's manufacturing GDP is concentrated in seven sectors. Each has a different cluster geography, a different USMCA posture, and a different 2026 risk profile. We start with Automotive & EV because that is where the trade-policy stakes for 2026 are sharpest. The other six ship through the rest of the build phase, in priority order.
The Seven
One sector is live today. The other six ship on a rolling basis. The fastest read on any of them is an exploration call.
Mexico builds North America's cars. The question for 2026 is which track yours runs on.
Bombardier's largest manufacturing site outside Canada is in Querétaro. Mexico is now the world's fourth-largest aerospace exporter.
Tijuana employs more medical-device workers than Boston, Minneapolis-St. Paul, and New York State combined.
After 23 years of Chinese dominance, Mexico is now the United States' #1 electronics supplier — and the host of the world's largest Nvidia GB200 facility.
AWS, Microsoft, and Google all built their first Mexican cloud regions in Querétaro between May 2024 and January 2025 — Mexico is now one of only two Latin American countries to host all three US hyperscalers.
Mexico's first 2026 renewable tender drew five times the bids it had room for — and the country still doesn't manufacture a battery cell at gigafactory scale.
The largest food-processing manufacturing sector in Mexico — beer juggernaut, world's #1 baker and tortilla maker, $11 billion of fresh capital announced in 16 months, and an IEPS tax that just doubled.
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See if an exploration call makes sense.
Five questions. We read every submission and respond within two business days. Discovery calls are reserved for qualified manufacturing executives evaluating Mexico expansion.