The B2B Industrial Cluster presented its latest investment analysis in the white paper “Q1 2026 Automotive Investment Report,” which reveals a structural transformation in the sector’s investment dynamics in Mexico.

During the first quarter of 2026, 54 investment projects were recorded across 11 countries, with a cumulative total of US$2.17 billion, representing a 15.6% decline compared to the same period in 2025—a smaller drop than that observed the previous year.

One of the report’s key findings is the rebound in electromobility, which reached US$993 million—a 1,164% increase—following a 2025 marked by regulatory and commercial uncertainty. This rebound confirms that the energy transition in the automotive industry has not stalled but is undergoing a reconfiguration phase that is more aligned with North American trends.

Investment in industrial parks and infrastructure totaled US$1.06 billion, demonstrating that Mexico continues to prepare for a new wave of manufacturing, with developments anticipating the arrival of future production operations.

The State of Mexico and Queretaro led the quarter in terms of direct investment—more than US$234 million each. Nuevo Leon stands out for its comprehensive ecosystem, with 12 projects and a strong presence in electromobility; and Baja California and Sonora are positioning themselves in strategic niches linked to electric vehicles and advanced manufacturing.