Rail Blockades Hurt Mexican Auto Supply Chains, Could Be Worse Under NAFTA 2.0 — Panjiva
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Rail Blockades Hurt Mexican Auto Supply Chains, Could Be Worse Under NAFTA 2.0

Cons. Discr. - Autos 1179 Mexico 881 Mode - Rail 112 U.S. 5317 USMCA 456

AMIA, the Mexican automotive industry association, has called on the government to stop rail blockades caused by labor unrest. So far they have cost industry $19 million due to supply chain disruptions. Exports of completed vehicles surged 9% in January vs. a year earlier suggesting the impact on outbound shipments has yet to bite. Imports of parts by rail from the U.S., however, have slipped 6% on a year earlier in the fourth quarter. They represented 30% of imports of parts from the U.S., which in turn represented 72% of total incoming parts. The parts-by-rail segment of Mexican manufa...

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