Mexico sees export surge driven by nearshoring and tech demand

Mexico is experiencing a significant export surge that strengthens its role in North American supply chains. This growth is driven by global protectionism and the advantages provided by the USMCA, which allows approximately 88% of Mexican products to enter the United States duty-free.

According to BBVA Mexico, exports of machinery—specifically computers and data processing equipment—have doubled to an annual value of approximately $200 billion. This expansion is linked to massive U.S. investment in artificial intelligence infrastructure and data centers, as well as escalating trade tensions between the U.S. and China.

Data from the Economics Observatory indicates that Mexico's share of U.S. imports is projected to reach a record 17% by early 2026, more than double China's 7.2%. In 2025, Mexico surpassed China as the primary provider of advanced technology products, such as computers and electronic devices, to the United States.