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    Redwood MX Update: June 2026

    1. Key Affecting Factors 

    Mexican Fuel: 27.167 MXN/Liter
    U.S. Fuel: 5.059 USD/Gallon
    Foreign Exchange: 17.2008 USD/MXN

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    Cargo theft has become a major operational challenge for logistics companies in Mexico. During the first quarter of 2026, 79% of cargo theft incidents involved violence, increasing risks to both personnel and supply chains.

    Key Statistics:

    • 75% of thefts occurred in the Central and Western regions of Mexico.

    • 82% of incidents were concentrated in 10 states, State of Mexico and Puebla.

    • 65.4% of thefts took place while cargo was in transit.

    • Food and beverages accounted for 26% of cargo stolen, followed by auto parts and fuel.

    Business Impact:

    Cargo theft is increasing logistics costs through product losses, higher insurance premiums, delivery disruptions, and additional investments in security and monitoring technologies.

    As a result, companies are increasingly prioritizing route security, real-time tracking, and risk-based logistics planning. 

    2. Transportation News & Challenges 

    The Nuevo León Chamber of Industry and Commerce proposed resuming the Triángulo Norte Road project to improve connectivity in the northern metropolitan area. The project includes modernizing key highways such as Laredo, Colombia, Monclova, the Libramiento, and the Periférico. The initiative aims to reduce traffic congestion, strengthen economic growth, and improve quality of life.

    iStock-2149181105The United States, Mexico, and Canada are unlikely to formally renew the T-MEC before the July 1 deadline. While the agreement remains in force, it would enter an annual review process through 2036, creating uncertainty for the automotive industry and regional supply chains. The main concern is not the loss of the agreement itself but reduced long-term investment certainty.

    The U.S. revoked the work visas of approximately 20,000 Mexican truck drivers between April 2025 and April 2026, as part of stricter enforcement of commercial driver requirements under an executive order issued by President Donald Trump. According to Augusto Ramos Melo, president of Mexico’s National Chamber of Freight Transportation, around 30,000 foreign truck drivers were removed from U.S. operations during this period, with Mexican drivers representing about two-thirds of the total. CANACAR also warned that the economic impact could become even greater if freight demand continues to grow across North America. 

    Driven by nearshoring and new USMCA trade rules, the Texas Department of Transportation invited Guanajuato to join the update of the Texas–Mexico Border Transportation Master Plan (BTMP). Guanajuato’s role was reinforced through Héctor López Santillana of Guanajuato Puerto Interior (GPI), a key logistics hub in the Bajío region. The BTMP manages a 1,254-mile border with 34 crossings and handled about $533 billion in trade in 2024. 

    3. Foreign Direct Investment - Mexico

    Saint-Gobain will invest $850M USD in its plants in Santa Catarina and Apodaca, Mexico. The expansion will strengthen the state's industrial capacity and reinforces the confidence of global companies in Mexican manufacturing. (Manufacturing, France) 

    iStock-2216912014Naturgy has announced a $318M USD investment in Nuevo León to develop strategic energy infrastructure that will support industrial expansion, manufacturing growth, and the increasing demand generated by nearshoring activities. (Energy Infrastructure, Spain) 


    Clarios inaugurated a $147M USD distribution center in Torreón, Coahuila, creating more than 1,250 jobs and providing the capacity to handle 300,000 batteries and 11 million units annually. The facility features advanced automation and sustainable operations. (Automative, United States)

    iStock-2216950560CHL (Hubei Henglong Group) will invest $42M USD in Saltillo, Coahuila, to manufacture steering systems for commercial vehicles and passenger cars. The project will create 162 jobs and strengthen the automotive supply chain. (Automotive, China) 

    iStock-2205117648EcoCable will invest more than $31.1M USD in a new plant in Gómez Palacio, Durango, dedicated to the production of oxygen-free copper cable. The project will create 200 direct jobs and strengthen the automotive supply chain. (Manufacturing, South Korea)

    Sungwoo Hitech will invest $18.5M USD in Monterrey, Nuevo León, to produce battery components. The operation will focus on manufacturing safety components for secondary batteries, automotive electronics, and energy storage systems, strengthening the regional supply chain for strategic industries. (Automotive, South Korea)