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.
- 1. Mexico, not China, now sells America the most goods
- 2. China's ASEAN trade is now almost double its US trade
- 3. America's duty-free parcels grew almost tenfold in nine years
- 4. Mexico's factories now outproduce Britain's and France's
- 5. The UAE sold more goods abroad than France in 2025
- 6. The EU now buys more US gas than Russian gas
- 7. Malaysia again sells more to America than to China
- 8. Brazil mines 93% of the world's niobium
- 9. More Vietnamese now work in industry than on farms
- 10. Indonesia set to use more palm oil than it exports
- 11. Factories now make more of Cambodia's economy than China's
- 12. China now buys more from Brazil than from Germany
- 13. Kazakhstan now sells Russia more than Germany does
- 14. China fell to third among America's suppliers in 2025
- 15. America overtook China as Taiwan's biggest export market
- 16. Mongolia's coal exports hit a record 90 million tonnes
- 17. Viet Nam's ports now handle more containers than Japan's
- 18. Liberia overtook Panama as the biggest flag by ship capacity
- 19. Nickel made Indonesia the world's fifth-biggest iron and steel exporter
- 20. Mexico again hosts more US investment than China
- 21. Mexico replaced China as America's top computer supplier
- 22. France fell from first to third among Côte d'Ivoire's suppliers
- 23. Wigs are nearly half of what North Korea sells China
- 24. Viet Nam overtook China as Morocco's top smartphone supplier
- 25. China became the top electric car supplier in 21 countries
- 26. Indonesia became America's biggest solar panel supplier
- 27. 21 countries now buy more from China than from Russia
- 28. China's share of world cotton imports halved, to a fifth
- 29. Morocco's container ports grew fastest of the world's top 40
- 30. China now supplies almost two-thirds of lithium-ion battery imports
- 31. 13 countries made India their biggest medicine supplier
- 32. China passed Denmark as top supplier of imported wind turbines
- 33. Thailand lost the top rice supplier spot in 18 countries
- 34. UAE-based shipowners tripled their fleet and entered the top ten
- 35. Viet Nam lost top coffee supplier status in 12 countries
- 36. India now imports more cotton than it exports
- 37. America's share of Ecuador's exports fell from 45% to 19%
- 38. Japan's share of Qatar's exports fell from 30% to 7%
- 39. Southeast Asia now imports most fries from China and India
- 40. China replaced America as Mexico's main electric car supplier
China's share of Mexico's battery electric car imports in 2024–25, up from 21.1% in 2021–22.
America's share, down from 53.4%. Germany, the third supplier, fell from 25.6% to 5.4%.
Mexico's electric car imports grew from $143 million a year to $1.28 billion, and China supplied 94% of the rise.
the numbers & method
| China ($M) | United States ($M) | Germany ($M) | |
|---|---|---|---|
| 2021–22 | 30.0 | 76.1 | 36.4 |
| 2024–25 | 1,100.3 | 112.9 | 69.8 |
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.
one plate, every morning
The new world, explained in one chart, in your inbox at 7:00, your time. Free.


