Mexico:
Electrification Manufacturers
Mexico plays a strategic role in the North American electrification ecosystem, leveraging its strong manufacturing base, skilled workforce, and proximity to U.S. and Canadian markets. Under the USMCA (United States–Mexico–Canada Agreement), Mexico has become a cost-competitive hub for EV assembly, component manufacturing, and battery integration. Recent investment surges from global automakers and Tier 1 suppliers have expanded Mexico’s footprint in the EV, battery, and industrial electrification sectors.
Mexico’s Role in North American Electrification
Mexico complements the U.S. and Canada by specializing in high-volume manufacturing and export of EVs and components. It also attracts investment from Asian and European automakers seeking to qualify for IRA and USMCA content requirements through local production.
- Highly integrated supply chain with U.S. EV and battery plants.
- Lower production costs while maintaining compliance with North American origin rules.
- Growing investment in EV component manufacturing and BESS integration.
- Strategic geographic position connecting raw materials from Canada and markets in the U.S.
Major Manufacturers and Assemblers (A–Z)
Automakers and suppliers producing electric vehicles, batteries, or major components within Mexico’s borders. Many of these facilities support U.S. and Canadian final assembly under USMCA rules.
| Manufacturer / Group | Facility / Location | Sector | Status | Summary |
|---|---|---|---|---|
| BMW Group | San Luis Potosí | EV assembly, battery integration | Operational | Building the fully electric BMW iX3 and next-gen EVs for global export. |
| Ford Motor Company | Cuautitlán | EV assembly | Operational | Produces Mustang Mach-E for global markets. |
| General Motors | Ramos Arizpe, Coahuila | EV assembly, battery packs | Operational | Assembling Blazer EV and Equinox EV for U.S. market. |
| Kia Corporation | Pesquería, Nuevo León | EV assembly | Planned | Adding EV production line to existing ICE facility to support U.S. exports. |
| Stellantis | Toluca / Saltillo | EV assembly | Under conversion | Preparing Mexican plants for electric Jeep and Ram models. |
| Tesla (Giga Mexico) | Monterrey, Nuevo León | EV assembly, energy storage | Under construction | New gigafactory expected to build next-generation affordable Tesla models. |
| Zacua | Puebla | EV manufacturing | Operational | Local Mexican EV manufacturer focused on compact city vehicles. |
| SEV (Solarever EV) | Jalisco | EV assembly, solar integration | Operational | Solar-backed EV production; expanding domestic market share. |
| JAC Motors | Hidalgo | EV assembly | Operational | Chinese automaker assembling EVs for Latin American markets via Mexico. |
| Continental | San Luis Potosí | electrical components, sensors | Operational | Produces high-voltage wiring harnesses and sensors for EV systems. |
| LG Energy Solution | Nuevo León | battery components | Planned | Supplying regional OEMs with battery modules and pack components. |
Investment and Policy Context
Mexico’s participation in the EV transition is supported through USMCA trade provisions and targeted domestic programs encouraging high-tech manufacturing and renewable energy investment. While Mexico lacks direct analogues to U.S. acts such as the IRA or BIL, it benefits indirectly from U.S. and Canadian policies driving continental integration.
- USMCA: Ensures rules of origin compliance for EVs, batteries, and components across North America.
- ProMéxico Initiatives: Encourage FDI in automotive electrification and component manufacturing.
- Energy Sector Reforms: Gradual liberalization to enable private renewable energy generation for industrial zones.
- Regional Workforce Alignment: Cooperation with U.S. and Canadian programs to upskill manufacturing labor for EV assembly and automation.