The logistics sector in Mexico has a deficit of between 25% and 30% in infrastructure and labor , so it is necessary to carry out actions that allow its growth to keep pace with the demand of this industry.

José Ignacio Aguado, Director General of Innovation, Services and Domestic Trade at the Ministry of Economy (SE) , stated that by 2030 the logistics market in the country will register accelerated growth.

“We cannot aim for only 7% growth because we will continue with this deficit trend in our country; we have to grow more than double so that by 2030 we are already on par with the sector’s demand,” he stated during the conference “Logistics and Infrastructure Integration of Mexico in the Context of the USMCA, Nearshoring and Regional Development,” held at the College of Civil Engineers of Mexico (CICM) .

He mentioned that Mexico ranks 10th among the main countries exporting goods and 12th in imports, and highlighted the integration of the economy between Mexico and the United States, noting that 81.7% of the country’s exports go to the United States, while Mexico buys 36% from its northern neighbor, “almost double what we buy from China (19.3%), and the United States buys more from China than we buy from them.”

Therefore, he said it is necessary to improve and incorporate new technologies into the current infrastructure in airports , ports, highways and railways, to help reduce logistics costs and position the country as a global logistics platform.

He noted that by 2030 the goal is to consolidate Mexico as a logistics hub , increase Foreign Direct Investment (FDI) in strategic sectors, generate formal jobs with job training, and expand logistics infrastructure in response to industry growth.

He emphasized that the goal is also to promote import substitution of critical inputs, strengthen energy and food security, reduce regional gaps through the Economic Development Hubs for Well-being (Podecobis), and increase regional competitiveness within the framework of the United States-Mexico-Canada Agreement (USMCA) .

Furthermore, he explained that the trend in the logistics sector is towards greater technology and digitization , data analysis and intelligence, automation, as well as the last mile focused on sustainability.

Meanwhile, Reyes Juárez del Ángel, Vice President of Planning and Foresight at CICM, maintained that Mexico is going through an exceptional period to consolidate itself as the main industrial logistics center of North America, driven by nearshoring (relocation of production lines) and by its position as the main trading partner of the United States.

However, he considered that the country is going through “a governance labyrinth” in logistics . “We came from a simpler effort, with less dependence and bureaucracy, and now logistics has become significantly fragmented.”

He specified that the Ministry of Infrastructure, Communications and Transportation (SICT) manages the highway network and rail transport with the support of the private sector, while the Ministry of the Navy (Semar) manages the seaports; airports and border crossings are subject to diverse commands such as the Navy, private entities and the Ministry of National Defense (Defensa) ; the pipelines have been quasi-private infrastructure of Petróleos Mexicanos (Pemex) and the Federal Electricity Commission (CFE) , while customs “operate with a control approach that does not always synchronize with the trade facilitation that is required and that is implicit in the Mexico Plan”.

“This fragmentation is indeed worrying and will surely require a great collaborative effort to provide the country with the necessary resources to coordinate the entire logistics system, synchronize it, and put it into perspective. Just across the border with the United States, three billion dollars pass through daily, which implies significant pressure and the need to have the capacity for the more than 50 international crossings and bridges that Mexico operates,” he concluded.

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Transportation and logistics is one of the industries that would be impacted by the upcoming review of the United States-Mexico-Canada Agreement (USMCA) , as there could be modifications that affect the supply chain, in addition to a tightening of the rules of origin that suppliers would have to comply with, agreed specialists from CIAL Dun & Bradstreet , a firm specializing in offering technological solutions and data.

“The review of the USMCA will put pressure on logistics chains in terms of traceability, compliance, and supplier validation, focusing on demonstrating where products come from, who participates in the chain, and how reliable their suppliers and third parties are, not just in terms of efficiency and costs, and as a result, it will have an impact on operating times and costs,” explained Diana Chávez, a specialist in fiscal, regulatory, and credit risk at CIAL Dun & Bradstreet.

In the webinar  “Business Risk 2026: how to anticipate the review of the USMCA” , Chávez considered that logistics companies, whose operations are closer to North America, will be the most exposed and those that will have the greatest impact from possible changes during the negotiation process of the trilateral trade agreement.

In this scenario, he raised the issue of diversifying suppliers, since if the product or services offered do not comply with regulations, established rules of origin, or documentary traceability, delivery times will be extended , causing friction between customers and suppliers, which would imply higher costs and penalties.

“This whole issue of review, the regulatory issue that is coming with the USMCA, leads us to wonder if the supply chain will really be able to withstand all of this, so it is very important to prevent, to see how you are going to operate, what effects it may have, because if you fail to comply with any rule, there may be a fine and with that, your operation may be stopped,” the specialist explained.

Therefore, it is important that companies start looking to regional suppliers that have the infrastructure and capacity to avoid jeopardizing the company’s operations.

“I think that’s a practice that all procurement or purchasing departments should have in order to always be diversifying, because many times you have one or two suppliers operating your entire business and when these types of regulations come into play or there’s some non-compliance on the other side, substitution becomes very complicated,” emphasized Rodrigo Ramírez, Regional Product Marketing Manager at CIAL Dun & Bradstreet.

He added that another issue to consider in the review of the USMCA is compliance, where suppliers also have to work on the rules of origin, “all the outgoing documentation, because now the regulations not only go to the companies, they also go to their corporate structures, their partners, shareholders and here we are talking about a possible transfer of risk , because if these suppliers have any type of risk, that is precisely what will become the problem for companies when starting a commercial relationship with them.”

In the webinar , both Chávez and Ramírez outlined two possible scenarios resulting from the USMCA review , scheduled for July 1st. The first is that there will be consensus among the three member countries, extending the agreement to 2042. The second is that there will be no consensus, and the trade agreement will be subject to annual review and extended until 2036, “which is when the treaty would end.”

According to analysts, other industries that would be impacted by the review of the USMCA are automotive and auto parts, electronics and advanced manufacturing, critical minerals and metals, agribusiness and food, as well as energy .

Among those sectors, one of the most affected would be the automotive sector, since there is a high level of integration in the supply chains of Mexico, the United States, and Canada.

In April 2026 alone, the export of vehicles manufactured in Mexico totaled  286,317 units, an annual growth of 11.4% ; while in January-April of this year, 1,081,948 cars were exported , an increase of 4.6% compared to the same period in 2025.

The United States  was the main destination for light vehicle exports, accounting for 76% , or 821,984 units.  Canada followed  with 134,245 vehicles , representing 12.4% of exports.

The upcoming review of the USMCA is forcing companies to have much more regionalized supply chains, as they seek to reduce their dependence on Asia and move part of their operations to Mexico or North America, which implies new challenges and building strong, highly visible supply chains .

More than a trade adjustment, Diana Chávez considered that this scenario will accelerate the need for more transparent, traceable logistics chains subject to constant monitoring .

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Foreign Direct Investment  (FDI) in the transportation, postal and storage sector in Mexico during the third quarter of 2025 (3Q25) registered a drop of 20.1% compared to the same period in 2024 (3Q24), according to data from the Ministry of Economy (SE) .

From July to September of this year, FDI focused on this industry totaled $1.9456 billion , representing 4.7% of the total accumulated FDI . In the same period of 2024, this sector registered $2.4374 billion, according to SE statistics.

So far this year, FDI inflows in the transport and logistics sector totaled $3,038.8 million, compared to $6,212.8 million in the first nine months of 2024, representing a decrease of 51 percent.

It is worth remembering that Mexico attracted $40.906 billion in FDI in Q3 2025 , a 15% increase compared to the same period in 2024, according to the federal agency.

According to the SE, the air transport subsector reached $20.7 million in the third quarter of 2025, which meant a decrease of 69% compared to 3Q24, when it was $66.8 million.

During the reporting period, rail transport showed a negative performance in terms of attracting FDI, which amounted to -$3.3 million. This subsector did not register any FDI during Q3 2024.

Water transport also declined. In the July-September period of this year, FDI attracted by this subsector was seven million dollars, a 54% decrease compared to the same period in 2024, when it totaled 15.2 million dollars.

During the cycle, pipeline transportation registered foreign capital flows of 1,615.9 million dollars, which represented a drop of 15.6% compared to the same period last year, when it reached 1,916.2 million dollars.

Transportation-related services also experienced a slowdown in attracting FDI. In Q3 2025, this subsector totaled $299.5 million, a 1.3% decrease from the $303.6 million it received in Q3 2024.

Meanwhile, FDI in courier and parcel services attracted $6.5 million compared to $132.9 million in the third quarter of 2024, representing a 95 percent reduction.

Other subsectors, such as  freight transport and postal services, registered zero FDI inflows in Q3 2025, while warehousing services attracted $1.9 million during the cycle.

Despite the decline in FDI inflows recorded in the transport, postal and warehousing sector in Mexico in the third quarter of 2025, the country’s logistics industry remains resilient , and has faced challenges such as road blockades and new tariff rates.

This sector facilitates the movement of goods, both within and outside the country, and helps companies to optimize processes, reduce costs, and increase efficiency.

According to the consulting firm Expert Market Research , the logistics market in Mexico is estimated to grow at a compound annual growth rate of 10.2% between 2025 and 2034, reaching a value of $3,044.59 million in 2034.

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In July 2025, Mexican economic activity slowed by 1.2% compared to the same month in 2024, according to the  Global Indicator of Economic Activity (IGAE) , prepared by the  National Institute of Statistics and Geography (INEGI) .

On a monthly basis, this indicator registered a 0.9% drop, which represented the largest contraction so far this year.

By component, primary activities , which include agriculture and livestock, decreased 3%; while  secondary activities , which include manufacturing and construction, also fell 1.2% monthly.

Tertiary activities , which involve services—including transportation, mail, and storage — also  showed a 0.4% decline in July 2025 compared to last June.

On an annual basis, primary activities decreased by 12.2%, secondary activities fell by 2.8%, and tertiary activities increased by 0.4%.

The transportation, mail, and warehousing sector saw a  1% decline compared to last June. In its annual measurement, Mexico’s logistics industry  also posted negative figures, with a  0.5% drop in activity, according to the IGAE (Spanish Institute of Statistics and Census).

The seventh-month decline in the IGAE index, which provides insight into and monitoring of short-term real-sector economic developments, comes amid uncertainty stemming from global tariffs.

According to the financial institution Banamex , the slowdown in the United States economy, as well as a less dynamic labor market, among other factors, maintain a moderate outlook for the Mexican economy, which will remain in place for the remainder of 2025.

Manufacturing activity falls in August

After showing a 0.6% rebound in July, Mexico’s manufacturing activity is expected to decline in August 2025, according to data from the Timely Monthly Indicator of Manufacturing Activity (IMOAM) .

According to the results of the IMOAM (National Institute of Statistics and Census), published this Tuesday by the National Institute of Statistics and Census (INEGI), a 2.3% decrease in industrial activity is anticipated compared to the same month in 2024.

The agency detailed that in the eighth month of the year, the aforementioned indicator registered a value of  108.2 points .

With the August projection, the IMOAM broke the streak of three consecutive months of strong performance.

It is worth remembering that last July, the physical volume of  manufacturing production registered a  monthly drop of 2.7% and also decreased at an annual rate of 1.1%, according to the results of the  Monthly Survey of the Manufacturing Industry (EMIM) .

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Introducing the tenth generation of #Los21JóvenesDeT21 . This editorial project began in 2009 and has been ongoing since 2017. The goal is to promote the “new blood” of a sector that demands greater specialization and commitment from its participants. They are the future of logistics and transportation , as well as a pillar of its growth in our country.

To assess the profiles, we once again relied on a committee of personalities from the logistics and transportation sector who, using a defined methodology, were responsible for selecting the representatives of the 2025 generation. To select the 21 Youth of 2025, they had to evaluate a large number of profiles belonging to multiple ways of doing logistics and transportation from different trenches.

This special we’re publishing today is part of Grupo T21’s commitment to raising awareness and supporting the transportation and logistics sectors.

We invite you to check out our August issue of T21 magazine for the full T21 Young People special. Click here to view the digital version .

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The real estate investment trust, Fibra Mty , acquired a stabilized class A industrial warehouse for approximately 105 million dollars (mdd) in León, Guanajuato, which has a rentable area of ​​almost 82,250 square meters (m ² ) .

According to the firm, the property, less than a year old, is occupied by Mercado Libre , one of the leading e-commerce companies in Latin America, it was reported in a statement.

“Fibra Mty’s industrial portfolio will continue to maintain a predominance of light manufacturing properties with a highly selective component of logistics facilities. This acquisition is part of a strategy to capitalize on the sector’s sustained growth and strengthen the relationship with the tenant, adding a second property leased to the same company,” said Jorge Ávalos Carpinteyro, CEO of Fibra Mty.

With this transaction, Fibra Mty would advance in fulfilling its investment strategy, reaching more than 75% of its target of up to $700 million .

“In addition, following the acquisition, the portfolio’s performance will be strengthened by increasing the average lease term to more than five years, reducing the average property age to less than 13 years, and increasing exposure to dollarized revenues to an average of 85%,” the company said.

It will also help increase the share of revenue from industrial logistics properties to above 23% by December 31, 2024, to be comparable with figures reported in the fourth quarter of 2024.

The trust indicated that the lease is denominated in dollars and has a remaining term of seven years.

“The operating structure of the contract is triple net (NNN) plus reimbursement of the management fee, meaning the tenant pays, in addition to the rent, maintenance costs, insurance, property taxes, and the management fee for the property,” he explained.

In this regard, net operating income for the first 12 months following the acquisition is estimated to be approximately $7.6 million .

The transaction was approved by the Fibra Mty Technical Committee and the Federal Economic Competition Commission (Cofece) , and is subject to the execution of the corresponding definitive contracts in accordance with applicable legislation and the terms of the Fibra Mty Trust.

The acquisition is part of Fibra Mty’s strategy to leverage the sustained growth in this sector and strengthen its relationship with Mercado Libre, as this is the second property leased to the same company.

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