Borderlands Mexico: Truck exports to U.S. fall in March [Yahoo! Finance]
Cummins Inc. (CMI)
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Source: Yahoo! Finance
This week in Borderlands: Truck exports to U.S. fall in March; Mexico's Port of Manzanillo posts record Q1 container volumes; and GM, SAIC weigh Mexico production amid tariff shifts. Truck exports to U.S. fall in March Mexico's heavy-duty truck sector showed continued weakness in March, with production and exports falling year over year despite signs of a sequential recovery, as U.S. demand remains the dominant driver of cross-border shipments. Mexico produced 12,617 heavy-duty trucks in the month, a 6.6% decline compared to March 2025, according to data from the country's statistics agency INEGI Exports totaled 10,625 units, down 5.9% year over year, underscoring softer freight equipment demand across North America. Industry leaders pointed to a mix of structural and cyclical pressures impacting production and exports, including: Weak freight demand and cautious fleet investment Elevated inventories across North American carriers Competition from used truck imports in
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