The journey is the same. The route doesn’t change, nor does the customer. But at the end of the journey, the result is no longer the same.
In the trucking industry, each crossing into the United States can result in lower revenue in pesos, even if payment in dollars remains the same. Domestically, the impact manifests differently: rising costs, negotiated rates, and operations constantly being adjusted on the fly .
The exchange rate has ceased to be a distant data point and has become an operational variable. So far in 2026, the peso has moved from levels close to 18 units per dollar to lows of around 17.2 , before rebounding, according to data from the Bank of Mexico (Banxico) .
Rather than sustained strength, the behavior reveals an environment of volatility that is beginning to affect the operation of the sector.
This shift directly impacts an industry that operates on tight margins and long-term contracts . The variation is not evenly distributed: it depends on the type of transaction, the currency of the revenue, and the cost structure.
In cross-border transport , the effect is immediate. When revenues are dollarized, every appreciation of the peso reduces the value ultimately received in local currency.
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