plate 371

China replaced America as Mexico's main electric car supplier

Share of Mexico's battery electric car imports (HS 870380) by origin, by value, 2021–22 vs 2024–25.

Trade rewired
  1. 1. Mexico, not China, now sells America the most goods
  2. 2. China's ASEAN trade is now almost double its US trade
  3. 3. America's duty-free parcels grew almost tenfold in nine years
  4. 4. Mexico's factories now outproduce Britain's and France's
  5. 5. The UAE sold more goods abroad than France in 2025
  6. 6. The EU now buys more US gas than Russian gas
  7. 7. Malaysia again sells more to America than to China
  8. 8. Brazil mines 93% of the world's niobium
  9. 9. More Vietnamese now work in industry than on farms
  10. 10. Indonesia set to use more palm oil than it exports
  11. 11. Factories now make more of Cambodia's economy than China's
  12. 12. China now buys more from Brazil than from Germany
  13. 13. Kazakhstan now sells Russia more than Germany does
  14. 14. China fell to third among America's suppliers in 2025
  15. 15. America overtook China as Taiwan's biggest export market
  16. 16. Mongolia's coal exports hit a record 90 million tonnes
  17. 17. Viet Nam's ports now handle more containers than Japan's
  18. 18. Liberia overtook Panama as the biggest flag by ship capacity
  19. 19. Nickel made Indonesia the world's fifth-biggest iron and steel exporter
  20. 20. Mexico again hosts more US investment than China
  21. 21. Mexico replaced China as America's top computer supplier
  22. 22. France fell from first to third among Côte d'Ivoire's suppliers
  23. 23. Wigs are nearly half of what North Korea sells China
  24. 24. Viet Nam overtook China as Morocco's top smartphone supplier
  25. 25. China became the top electric car supplier in 21 countries
  26. 26. Indonesia became America's biggest solar panel supplier
  27. 27. 21 countries now buy more from China than from Russia
  28. 28. China's share of world cotton imports halved, to a fifth
  29. 29. Morocco's container ports grew fastest of the world's top 40
  30. 30. China now supplies almost two-thirds of lithium-ion battery imports
  31. 31. 13 countries made India their biggest medicine supplier
  32. 32. China passed Denmark as top supplier of imported wind turbines
  33. 33. Thailand lost the top rice supplier spot in 18 countries
  34. 34. UAE-based shipowners tripled their fleet and entered the top ten
  35. 35. Viet Nam lost top coffee supplier status in 12 countries
  36. 36. India now imports more cotton than it exports
  37. 37. America's share of Ecuador's exports fell from 45% to 19%
  38. 38. Japan's share of Qatar's exports fell from 30% to 7%
  39. 39. Southeast Asia now imports most fries from China and India
  40. 40. China replaced America as Mexico's main electric car supplier
85.8%

China's share of Mexico's battery electric car imports in 2024–25, up from 21.1% in 2021–22.

8.8%

America's share, down from 53.4%. Germany, the third supplier, fell from 25.6% to 5.4%.

9×

Mexico's electric car imports grew from $143 million a year to $1.28 billion, and China supplied 94% of the rise.

the numbers & method
China replaced America as Mexico's main electric car supplier. Source: UN Comtrade, Mexico's imports of battery electric cars (HS 870380) by partner, as reported by Mexico, 2024–25.
China ($M)United States ($M)Germany ($M)
2021–2230.076.136.4
2024–251,100.3112.969.8

Claim types Fact

UN Statistics Division, UN Comtrade, HS 870380 (vehicles with only an electric motor for propulsion; a code that exists unchanged in HS 2017 and HS 2022, so the definition is the same in every year shown), annual imports by partner, current US$ (CIF), as reported by Mexico; read from the UN Comtrade API via the progrss vault (vault rule GUIDELINES §4.11; source un-comtrade 24 matches, 0 mismatches). Two-year averages smooth one-year swings. US$ million, 2021 / 2022 / 2024 / 2025: total 83.1 / 202.0 / 1,045.8 / 1,520.4; China 11.2 / 48.9 / 834.6 / 1,366.1; United States 53.5 / 98.7 / 145.0 / 80.9; Germany 18.4 / 54.4 / 66.3 / 73.4. These three partners make up the whole recorded total in each of these years (all other partners round to 0.0). China's share year by year: 13.4% (2021), 24.2% (2022), 58.3% (2023), 79.8% (2024), 89.9% (2025), so the shift does not rest on 2025 alone. 2021 is a pandemic-affected year; using 2022 alone as the start, China's share was 24.2%. Shares, averages and the share of the rise (China +US$1,070 million of +US$1,141 million a year) are progrss calculations. Partner is the origin as recorded by Mexico; the exporters' own figures (mirror data) can differ and are not shown. Values, not numbers of cars. Comtrade images may be used with credit.

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