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A First: Mexico Ranks No. 1 For U.S. Exports For Three Months In 2025

July 18, 2025
05:00 AM
7 min read
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financialindustrialmaterialsmarket cyclesseasonal analysisgeopolitical

Key Takeaways

Not since 2006 has one country ranked first for exports, imports and total trade on an annual basis. Mexico ranks first for imports and total trade YTD but not exports.

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7 min read

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investment

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Published

July 18, 2025

05:00 AM

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Forbes

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Key Topics
financialindustrialmaterialsmarket cyclesseasonal analysisgeopolitical

From what the evidence shows, PolicyA First: Mexico Ranks No

Meanwhile, Exports For Three Months In 2025ByKen Roberts, Contributor

At the same time, Forbes contributors publish independent expert analyses and insights, considering recent developments

Two decades analyzing U

Furthermore, Trade data by port, country, export, import AuthorJul 18, 2025, 05:00am EDTFor the month of May, Mexico ranked first for U

Exports, the data shows

The evidence shows was the third

More time this year Mexico ranked ahead of Canada, something it had never done previously

Com Mexico ranked first for U

Exports for three of the first five months of 2025, a first, as the southern neighbor inched closer to being the top U, in this volatile climate

Trade partner for imports, exports and total trade on an annual basis

Not since 2006 has one country ranked first for exports, imports and total trade on an annual basis, in light of current trends

Until October of 2023, Mexico had never ranked first for U

Exports in a single month, given the current landscape

This analysis suggests that then ranked first for two months in 2024

Now, it has ranked first three times in just the first five months of 2025, according to my review of the U

Nevertheless, Conversely, Census Bureau data available

As far back as 1992, Canada had ranked first every other month

That’s as far back as the U, in this volatile climate

Additionally, Census Bureau merchandise trade data goes, so my guess would be that Canada’s streak ext much further

If Mexico were to rank first for U

Exports for all of 2025 and repeat as the top source of U

Imports, it would be the only country other than Canada to have ever done so

Furthermore, Canada did so from 1992 to 2006

Moreover, Currently, Mexico ranks first for imports and total trade

That in 2007, when China replaced Canada as the top importer into the United States, a rise made possible by its admission into the World Trade Organization, in light of current trends

And then in 2023, Mexico replaced China as the No

Nevertheless, 1 importer into the United States, its rise made possible by Trump’s imposition of steep tariffs on China during his first term

Conversely, MORE FOR YOU For Mexico, the overall rise as a U, in this volatile climate

Moreover, Trade partner is marked by two significant events

The evidence shows extension of the automotive supply chain integration between Canada and the United States to include Mexico when the North American Free Trade Agreement became law in 1992

President Trump’s trade war with China, begun in 2018, which, according to Census Bureau data, is shifting imports to Vietnam, Taiwan, Japan, South Korea and, to a lesser extent Mexico, given the current landscape

At the same time, (It’s suspected that China is skirting the tariffs by transshipping through these and other countries. ) With the passage of NAFTA, U

Trade with Mexico accelerated, in today's financial world

Additionally, By 1999, Mexico had surpassed Japan to rank as the nation’s No. 2-ranked trade partner, behind Canada, a position it would hold until 2006

Five years prior to that, China had gained entry to the World Trade Organization

In 2006, it supplanted Mexico to rank second among all U, given the current landscape

On the other hand, Trade partners on the strength of its imports into the United States. (It became second for imports within two years of entry into the WTO, in 2003. ) Then, in 2018, came the tariffs on China’s imports into the United States, in today's market environment

Moreover, It took five years, but in 2023, Mexico ranked first for imports into the United States, having overtaken both Canada and China

It had overtaken Canada, which had seen a lessened need for its oil after the United States increased oil duction through fracking, in 2015

However, Exports, Canada’s staying power has been longer-lasting, with Mexico the only country to have ever surpassed it – and only the one month in 2023 and two months in 2024 prior to this year (remarkable data)

Moreover, Additionally, This year, Mexico ranked first in January, April and May, though by the slimmest of margins over Canada – 0 (noteworthy indeed), given current economic conditions

Furthermore, 90%, respectively

On a year-to-date basis, however, Canada still ranks first for U

Exports, though that is by an even slimmer margin: 0

On the other hand, Exports to Mexico are up 1, given the current landscape. 02% on the year

Additionally, Exports to Canada are down 3. 73%, largely due to a steep decline in passenger vehicles, the top export, and motor vehicles parts, the second-ranked export, in today's market environment

Nevertheless, Exports to the world are up 4 (an important development)

At the same time, 94%, largely driven by gold shipments to Switzerland, generally a sign of investor skittishness the U

At the same time, Another change wrought by the Trump trade war with China was the elevation of Port Laredo to the No. 1 ranking among all U

Airports, seaports and border crossings

For decades, the Port of Los Angeles had ranked first

While the Port of Los Angeles is dominated by trade with China, so too is the Port Laredo dominated by trade with Mexico

This year, it is accounting for 39. 48% of all U. -Mexico trade, in light of current trends

On the other hand, The Ysleta-Zaragoza Bridge outside of El Paso ranks second for U (fascinating analysis). -Mexico trade, with 11, in this volatile climate. 86% of the total, ed by the Otay Mesa border crossing in California, with 6, considering recent developments

In contrast, 92%, and two Texas border crossings, Pharr International Bridge (5. 15%) and Eagle Pass (4 (remarkable data)

The data indicates that Nogales, Ariz (fascinating analysis). , and Santa Teresa, N

Border crossings each account for slightly more than 4% each (remarkable data)

Conversely, While automotive trade is what dominates U

Nevertheless, Trade with Mexico, it is not the primary factor this year

Exports to Mexico have increased more than $1 billion this year: Computer parts, up $3

Additionally, 01 billion, equal to 69 (remarkable data). 09% Computers, up $1

Nevertheless, 87 billion, equal to 99. 61% Natural gas, up $1

Meanwhile, 55 billion, 57. 16% Civilian aircraft and parts, up $1. 14 billion, 45 (something worth watching). 95% The computer and computer part exports are part of a back-and-forth supply chain centered around El Paso and its neighbor across the border, Ciudad Juarez

On the Mexico side of the border, Foxconn, Flex, Jabil and Dell all have operations and are benefitting from a boom in need for servers and related equipment being used to power the rapidly growing artificial intelligence industry’s needs (an important development)

However, The natural gas largely goes via pipelines near Brownsville, Pharr and Laredo, Texas, which are benefitting from the fracking within the state

The aircraft exports go largely through Port Laredo but also Del Rio, Texas

Additionally, Where from here

Market analysis shows remains to be seen whether Mexico can move ahead of Canada and become only the second country to lead the United States for exports, imports and total trade in a year

Certainly, the momentum seems to be on Mexico’s side

Furthermore, Editorial StandardsRes & Permissions.