Mexican auto exports jumped 18% in December, taking the fourth quarter growth rate to 13% – the fastest since the first quarter of 2015. Exports for the year through November 30 were led by Ford, with 19% of exports, followed by Nissan, VW and Fiat Chrysler, Panjiva data shows. The demand-led growth driver may slow – recent U.S. auto sales data shows domestic production has been favored. Growth from new investment faces threats from the trade policies of the new U.S. administration, though these may result in lost investment, not lost production.