Mexico

assembly · USMCA · nearshoring

Mexico builds EVs for US buyers, so its EV output rises and falls with US demand and US tariffs. GM and Ford carry most of it; Tesla and BYD have both put Mexican plants on hold.

Map-like layout of Mexico's EV plants from north to south. Coahuila: GM Ramos Arizpe and Stellantis Saltillo. Nuevo León: Tesla Giga Mexico, paused. San Luis Potosí: BMW, building Neue Klasse EVs from 2027. Jalisco: SEV. State of Mexico: Ford Cuautitlán, which builds the Mustang Mach-E. Hidalgo: JAC with Giant Motors, in red as a Chinese brand. Puebla: Zacua. MEXICO'S EV PLANTS, NORTH TO SOUTH Coahuila GM Ramos Arizpe; Saltillo Nuevo León Giga Mexico paused San Luis Potosí BMW Neue Klasse, 2027 Jalisco SEV State of Mexico Ford Cuautitlán: Mach-E Hidalgo JAC, Giant Puebla Zacua Blue: US and German automakers. Red: Chinese. Gray: local or paused.
EV plants operating
GM, Ford, Stellantis
Giga Mexico
paused
Duty on Chinese cars
up to 50%
Hub
OEMs

Finding

Mexico's EV output is concentrated in two US-owned plants and depends on US policy: GM's Ramos Arizpe and Ford's Cuautitlán build for export north, while Tesla and BYD have shelved new plants

Ramos Arizpe builds the Chevrolet Equinox EV and Blazer EV and the Honda Prologue; Cuautitlán builds the Mustang Mach-E; Stellantis Saltillo builds the Ram ProMaster EV. Section 232 tariffs and the end of the US 30D credit cut demand for these exports in late 2025.

BMW is investing at San Luis Potosí to assemble Gen6 high-voltage batteries and build Neue Klasse EVs from 2027. Chinese brands are the fastest-growing imports, which led Mexico to raise duties on cars from non-treaty countries toward 50% for 2026; JAC assembles with Giant Motors in Hidalgo and avoids the import duty. The government's Olinia program is developing a low-cost Mexican mini-EV.

Most component plants - wiring harnesses, power electronics, thermal systems - serve North American assembly lines, so Mexico's place in the chain depends on the USMCA rules of origin and the 2026 joint review.

Directory

Manufacturers and assemblers (A-Z)

Mexican EV and component manufacturers
ManufacturerLocationSectorStatusNote
BMW GroupSan Luis PotosíEVs, batteriesBuildingBMW Gen6 battery assembly and Neue Klasse EVs from 2027
BYDNot sitedEVsShelvedBYD imports only; plant plan put on hold in 2025
ContinentalSan Luis Potosí, othersSensors, electronicsOperatingElectronics for North American lines
FordCuautitlán, State of MexicoEVsOperatingFord Mustang Mach-E for North America and export
General MotorsRamos Arizpe, CoahuilaEVs, packsOperatingGM Equinox EV, Blazer EV, Honda Prologue
JAC MotorsCiudad Sahagún, HidalgoEVs, vansOperatingAssembled with Giant Motors (Carlos Slim)
KiaPesquería, Nuevo LeónVehiclesNo EV line confirmedHyundai Motor Group plant; EVs imported from Korea
OliniaPuebla (planned)Mini EVsPrototypeGovernment-backed low-cost city EV
SEV (Solarever)JaliscoSmall EVsOperatingChinese-sourced small EVs and scooters
StellantisSaltillo, CoahuilaVansOperatingStellantis Ram ProMaster EV
TeslaSanta Catarina, Nuevo LeónEVsPausedTesla Giga Mexico on hold since 2024
ZacuaPueblaSmall EVsOperatingMexican compact city EV

Policy

Trade and policy context

Mexican electrification policy
RuleEffect
USMCA rules of origin75% regional value content; Mexican EVs qualify for duty-free US entry, subject to Section 232
US Section 232 tariffs25% on vehicles, reduced by US content; hits Mexican EV exports
Tariffs on non-treaty importsDuties up to 50% on cars from China and other countries without a trade agreement, from 2026
Plan MéxicoIndustrial policy favoring local content and supplier development
IMMEX and maquila regimeDuty deferral for imported inputs used in export production

Sources

Sources and scope

Scope
Mexico
Sources
Secretaría de Economía; AMIA; company disclosures (2025-2026)
Updated
October 2026