ANPACT and the USMCA are at a decisive juncture for the North American truck industry. Compliance with stricter rules of origin is driving regional integration. It also attracts investment and strengthens supply chains in the face of competition from China.
From January through August 2026, Mexican exports of trucks, buses, and special-purpose vehicles to the United States grew at a year-over-year rate of 4.7%. In other words, these shipments rose from $29,147 million to $30,519 million.
Conversely, Mexican imports of this product group from the United States fell at an annual rate of 11.5%. Thus, they decreased from $1,547 million to $1,369 million.
ANPACT and the USMCA
The North American automotive industry is undergoing a period of transition. By 2027, the specific Regional Value Content (RVC) requirement for medium- and heavy-duty trucks under the USMCA will be 70 percent.
The USMCA includes other important requirements, such as a Labor Value Content (LVC) requirement of 45 percent. In addition, there is a 70 percent sourcing requirement for steel and aluminum used in production. According to ANPACT, both provisions encourage investment in U.S. facilities.
Last January, ANPACT CEO Rogelio Arzate stated that the Mexican medium- and heavy-duty truck industry supports the United States. In doing so, it contributes to one of the most integrated manufacturing networks in the world.
Competition from China
According to Arzate, the USMCA region now has a unique opportunity to strengthen its global position against China, a country that produces three times as much as all of North America combined.
These strong trade ties underscore the high degree of integration achieved by the automotive and freight transportation industries in North America. According to him, this could be achieved by strategically deepening regional integration. Furthermore, the supply chain must be reinforced as a single regional shield.
Mexican exports of trucks, buses, and special-purpose vehicles to the United States have experienced ups and downs. Looking at the January-August periods of each year, they rose from $27,671 million in 2022 to $33,240 million in 2023. They subsequently grew to $34,235 million in 2024, before declining in 2025 and rising again in 2026.
Conversely, during the same January-August periods each year, Mexican imports of these three types of vehicles from the United States increased from $889 million in 2022 to $1,522 million in 2023 and to $2,177 million in 2024.