Electromobility Investments Soar 146% in Mexico and Set a New Record in the Automotive Sector
Cluster Industrial B2B recently released its Automotive Investment Report for Q2 2026, an analysis that compiles confirmed investments in the sector between April and June of this year, along with the cumulative total for the first half of the year.
According to the report, Mexico recorded 46 automotive investments from 12 countries, totaling USD 2,852.25 million—a 28.36% increase compared to the second quarter of 2025. Although the number of projects was lower than in the same period last year, the total value showed significant recovery, confirming a trend toward larger-scale, more selective investments with a growing focus on electromobility, advanced manufacturing, and regional integration.
Automotive Direct Investment—considering only OEM and auto parts projects with available amounts—reached USD 2,546.05 million during the quarter. Meanwhile, the auto parts sector concentrated 30 projects worth USD 938.50 million, remaining the segment with the highest number of registered investments.
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Electromobility Rises: USD 1,166 Million Across 16 Projects
One of the report’s main findings was the accelerated advance of electromobility, which added USD 1,166.50 million across 16 projects—a 146.20% surge compared to the second quarter of 2025. These projects were linked to electric motors, inverters, batteries, automotive electronics, thermal systems, hybrid components, and electric vehicles.
In the January–June 2026 cumulative period, Mexico reached 100 automotive investments totaling USD 5,022.95 million—a 4.8% increase compared to the first half of 2025. Of that total, 30 projects were related to electromobility, and investment in this segment reached USD 2,159.90 million, equivalent to a 291% jump compared to the first half of 2025.
By state, Coahuila, Nuevo León, and Veracruz led in registered investment amount during the second quarter.
Coahuila stood out with projects from General Motors (GM) , Yokohama Rubber, Clarios, CHL/Henglong Automotive Systems, Adient, and Shenzhen Click Technology.
Nuevo León, for its part, reinforced its role as a hub for supplier networks, electromobility, and advanced manufacturing with investments from Kia México, DH Autoware, Yinlun TDI, Hyundai Mobis, Hyundai WIA, Sungwoo Corp. , HEV Autotech, and Ningbo Tuopu Group.
U.S., South Korea, and Mexico as Countries of Origin
Regarding the origin of capital, the United States was the leading country by registered amount in the second quarter of 2026, with USD 1,207.50 million, followed by South Korea with USD 921.80 million, and Mexico with USD 289.00 million.
The report also analyzes the new annual review scenario of the USMCA, as well as its implications for rules of origin, regional content, supplier traceability, and documentary compliance within the automotive industry.
“Mexico maintains a structural advantage within North America, but the new USMCA annual review cycle will force companies to more clearly demonstrate their regional integration. The opportunity lies with those who can prove local content, strengthen suppliers, and respond agilely to the new compliance criteria,” said Ricardo Vivero.
For his part, Daniel Romo highlighted the importance of converting investment into more competitive supply chains: “The challenge is no longer just attracting investment, but turning it into deeper, more traceable, and more competitive supply chains. Companies that come to Mexico will need local partners capable of meeting technical, commercial, and regulatory requirements.”
The Automotive Investment Report in Mexico for Q2 2026 was developed by the editorial and Business Intelligence team at Cluster Industrial, with sponsorship from MUNDI, a technology-financial company specializing in financing solutions for exporters.
The Ideal Space for Fleets in Latin America
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The transition is already underway. The Latam Mobility 2026 Tour will be the meeting point to accelerate decisions, connect key players, and collaboratively build sustainable mobility in Latin America.
