GM may transfer the production of two of its key models from Mexico to the US
- To address the tariffs imposed by the Trump administration on automobile imports (the level of which is still unclear at the time of publication of this analysis, July 31, 2025), whether from far away (Europe, China, Japan, Korea) or near (Canada, Mexico), the GM group has announced that it plans to transfer the production of two of its major models from Mexico to the USA by 2027.
- These are the Chevrolet Equinox (295,683 units produced in Mexico in 2024, including 61,002 fully electric versions) and the Chevrolet Blazer (82,120 units produced in Mexico in 2024, including 32,931 fully electric), which makes 377,803 vehicles that will move from the Mexican plant in Ramos Arizpe to a US plant whose name is not yet known. Only the Chevrolet Silverado pickup truck would continue to be produced at the Mexican site in Ramos Arizpe (191,292 units made in 2024).
- This site would no longer produce 600,000 vehicles per year, but would have to be reduced with a production of 200,000 vehicles per year. For the USA, this would be a good deal, as the GM group would produced 400,000 more vehicles there each year, or 2.2 million vehicles instead of 1.8 million if we take 2024 as a reference year. At the same time, GM would no longer produce 800,000 vehicles in Mexico each year, but 400,000.
- On the other hand, still in line with the Trump administration, the GM group is expected to slow its investments in battery electric vehicles and restart production of thermal models. It is noted that the share of BEVs on the US market continues to decline in 2025: it fell from 8.7% in January 2025 to 7.6% in February 2025, 7.5% in March 2025 and 6.7% in April 2025, compared to 8.0% for the whole of 2024.