Mexico’s Car Production Rebounds in June ℹ️
Mexico's car production increased 4.9% year-on-year in June 2025 to 361,047 units, with growth from Toyota, KIA, Volkswagen, Ford, GM, and Stellantis, while some manufacturers like Mazda and Nissan experienced production declines.
Automotive sector performance indicates regional manufacturing resilience, with strong growth from key manufacturers suggesting potential economic stability and supply chain robustness in the North American market.
Brazil Vehicle Production Contracts for 2rd Month ℹ️
Brazilian vehicle production declined 6.5% between June and May 2025, with domestic registrations falling 5.7%, though year-to-date production remains up 7.8% and exports increased 75%.
Production decline reflects market caution and import competition, but year-to-date performance remains positive. Limited direct impact on global portfolio due to localized automotive market dynamics.