According to figures from the  US Census Bureau , Mexico reaffirmed its position as the main trading partner of the United States in February 2026 , once again ranking as the top supplier of goods to the United States and the main importer of US products, while Canada and China showed declines.

According to an analysis by  T21 Business Intelligence ,  the exchange of goods between Mexico and its northern neighbor was $73,217.2 million during the second month of 2026 , an increase of 7.1% compared to February 2025.

In contrast, Canada fell 8.9% , totaling $57,543.6 million in February 2026; while  China dropped 36.1% compared to the same month last year , with a total traded value of $26,902.2 million.

In the accumulated January-February 2026, Mexico also led the trade exchange with the United States, with a total of 147,322.1 million dollars ; Canada reached 110,335.4 million dollars and China 56,289.2 million dollars in the first two months.

Regarding exports to the United States in the second month of 2026, Mexico maintained a solid performance, sending goods to the United States for 44,310.7 million dollars , which meant an increase of 6.4% annually.

Meanwhile, Canada exported $29,172.3 million, 16.5% less than in February 2025. China totaled $18,955.6 million in merchandise shipments to the United States last February, a figure that represented a decline of 40.1% compared to the same month in 2025.

In terms of imports, Mexico also solidified its position as the leading buyer of U.S. products, with $28.9065 billion in February 2026 , representing an 8 percent year-over-year increase. Canada saw a slight increase of 0.4%, totaling $28.3713 billion during the same period. China imported a total of $7.9466 billion, 24% less than in February 2025.

The  trade balance  in February 2026 showed a surplus for Mexico (15,404.2 million dollars) , China (11,009.1 million dollars) and Canada (801 million dollars).

Last February, the positive trend in trade between Mexico and the United States continued, as shown in January 2016, when the value of the exchange of goods was 74,105 million dollars.

The results for the second month of 2026 also reflect Mexico’s leading position in trade with the United States , despite constant pressure from its northern neighbor through protectionist measures. Meanwhile, Canada faces obstacles and China is losing ground in the North American market.

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Last February, Super Transporte Internacional (STI) reached its first 33 years of operation, where all the knowledge of its founders, who have a little more experience in the motor transport industry, is imprinted.

And although this anniversary was achieved in a complex industry cycle, the experience of its management team and its collaborators, as well as the company’s fundamentals , have been key to overcoming a challenging 2025 , and remaining solid in the face of an uncertain 2026 , but one that promises a better scenario.

“2025 presented us with a scenario that no one could have predicted, and that impacted the international transit of goods, which is our main market. With tariffs, particularly on steel and aluminum, we were forced to be creative and agile in our response to reposition the team and seek organic growth with clients in other areas,” Ángel Hernández Gaytán, CEO of STI (number 13 in the Top 100 of Autotransport® ), told T21.

The executive noted that although STI has faced other critical moments throughout its history, such as the 2008-2009 subprime mortgage crisis in the United States, which had a global impact, or the COVID-19 pandemic in 2020, the company’s fundamentals were key to overcoming this period.

“We have a solid client portfolio that allows us to serve them effectively, but we have also built long-term relationships; with some of our clients we have been working for over 20 years . This also extends to our employees ; some have been with us almost since the company began and continue to be involved,” added Ángel Hernández, who joined STI in 2001.

In the context of the trade war, according to figures from the United States Department of Commerce , Mexico contributed 15.3% of the total trade of that country , consolidating itself as the main trading partner above Canada and well above China.

The border crossing remains the main point of entry between the two countries, totaling $353.94 billion in 2025, driven by a 7.7% increase in Mexican exports to the United States, which reached $227.11 billion. Conversely, exports from Mexico to the United States contracted by 1.11%, settling at $126.83 billion.

The positive trend has continued for the first two months, according to comments by Ángel Hernández, and according to STI’s operations in both periods, there is growth compared to the same cycle in 2025.

Given this market, which is expected to recover, some of STI’s strengths, as identified by its CEO, include financial discipline , which is currently a key asset. Since most of its revenue is in dollars, and the “super peso” (a reference to the strong peso) , this has an impact on its financial structure that must be managed with clients.

“It forces us to be close to our clients and make them aware of this reality of currency losses. We have been negotiating especially with those who operate spot routes ; with those whose routes we have contracted, it is more complex, but we are looking for ways to compensate. Ideally, we want to operate within the range of 20 pesos per dollar,” Hernández Gaytán explained.

Based on data from the Bank of Mexico (Banxico) , the highest exchange rate in 2025 was 20.85 pesos per dollar , reached on March 6 of that year, and if compared against the level reached on March 9, 2026, the exchange rate difference is -15.2 percent .

This situation may have an impact on the search to modernize the fleet and keep it current, an effect that for STI was not so profound, since in 2024 they had made the pre-purchase of units considered to incorporate into the fleet in 2025.

In 2025, the company’s focus was on the trailer team , “which served the growth of our divisions, both specialized and dry van for international and local market movements, as well as to support the logistics divisions,” described Ángel Hernández.

In addition, a key aspect of STI’s strategy is the institutionalization of the company, where, although some management positions are held by family members, there is a professional rigor to ensure they remain in their positions.

This factor is fundamental to conveying certainty to customers and various stakeholders about the path the company will follow over time.

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According to data from the U.S. Department of Commerce , total trade between the United States and Mexico reached $71.7747 billion in October. Meanwhile, trade between the U.S. and Canada totaled $58.8335 billion, and trade with China reached $31.7949 billion.

In the month under review, Mexico exported goods to the United States worth $44.578 billion . Compared to September 2024, this represents a 0.9 percent increase. Mexican exports to the United States surpassed those of Canada and China, which totaled $31.9053 billion and $23.4147 billion, respectively.

In terms of imports, Mexico also positioned itself as the main destination for US products, with $27,196.3 million in September 2025, a 4% decrease compared to the same period in 2024. Meanwhile, the value of US merchandise imports to Canada was $26,928.2 million, while imports to China totaled $8,380.2 million during the same period.

Cumulative figures up to September, with positive numbers

In the period from January to September 2025, Mexico consolidated its position as the United States’ main trading partner, with a total of $653,080.7 million . Canada totaled $545,181.6 million, while China totaled $324,399.1 million.

Mexico was also the top supplier to the United States among the three countries, with $399,473.3 million . It was followed by Canada with $291,705.4 million, and China with $242,437.5 million.

While US imports to Mexico totaled $253,607.4 million, this was just above those to Canada at $253,476.2 million and far above those to China at $81,961.6 million.

The trade balance for the period reflected surpluses in all three cases. China totaled $160,475.9 million, followed by Mexico with $145,866 million, and Canada with $38,229.1 million , showing a significant difference in the impact of each country.

Mexico’s performance last September reflected the country’s trade dynamics, due in part to the suspension of an additional tariff while waivers are negotiated under the United States-Mexico-Canada Agreement (USMCA) , which will be reviewed in July 2026.

It also underlines the importance of Mexico in the regional economy, which continues to adapt to the changes generated by the protectionist trade policy of the United States.

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