Supply Chain Research

Chinese heavy truck manufacturer Shacman is planning to start assembly in Mexico in order to take advantage of new rules under the U.S.-Mexico-Canada Agreement (USMCA). Thus far Mexican imports of heavy trucks have been dominated by shipments from the U.S. including imports associated with Volvo and Traton which fell by 40.2% and 13.8% year over year in the 12 months to May 31. The export industry has also been depressed with total shipments of heavy trucks from Mexico down by 71.9% in May compared to a year earlier after a 31.6% drop in April as non-essential manufacturing was closed in...