Shipments hit a record US$62.2 billion, with 83% entering tariff-free under the USMCA, keeping Mexico ahead of Canada, China and Vietnam as top supplier.

This article by Braulio Carbajal originally appeared in the November 4, 2026 edition of La Jornada, Mexico’s premier left wing daily newspaper.

Mexico City. Mexico’s exports to the United States totaled US$62.2 billion in September, the highest level on record, according to data from the US Department of Commerce’s Census Bureau.

With that result, Mexican sales strung together five consecutive months of growth and posted a 40 percent annual increase.

Bar chart of monthly US imports from Mexico, January 2025 to September 2026, with a line for the US trade deficit with Mexico

Mexico’s monthly exports to the US and the US trade deficit with Mexico, January 2025 to September 2026. Chart: Mexico Solidarity Media, with data from the US Census Bureau

The amount equals 17.6 percent of total US imports for the month. Canada accounted for 9.9 percent of those purchases, China 8.9 percent and Vietnam 8.1 percent, which kept Mexico ahead of all three suppliers.

The difference with Canada, which ranked second among suppliers in September, was 7.7 percentage points. The gap with China was 8.7 points and with Vietnam 9.5 points, according to the percentages published by the Census Bureau.

September was the third month of 2026 in which Mexican shipments exceeded US$60 billion. The figures reflect the trade integration between both countries and came despite the uncertainty surrounding the USMCA review.

The 40 percent annual growth in September doubles the 20 percent that Mexican exports have accumulated from January to September. In that period, the gap with Canada in market share is 6.4 percentage points, since the northern neighbor has 11 percent.

Of all Mexican goods that entered US territory in September, 83 percent did so under the treaty’s preferences, and therefore did not pay the tariffs imposed by President Donald Trump. That condition sustains Mexico’s competitiveness against other international suppliers.

From January to September, Mexico’s exports to the United States reached US$481.6 billion, an annual increase of 20 percent and the highest level for a comparable period. September’s sales equal about 13 percent of that cumulative total.

With this, the country kept first place among Washington’s trading partners, with a 17.4 percent share, followed by Canada with 11 percent and Taiwan with 7.8 percent.

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