📊Executive Summary

The Mexican automotive industry is facing significant disruptions due to ongoing semiconductor shortages and logistical challenges. The Asociación Mexicana de la Industria Automotriz (AMIA) has reported production slowdowns across various states, exacerbated by geopolitical tensions affecting semiconductor supply, particularly linked to the Nexperia situation. Honda has announced a temporary shutdown at its Guanajuato plant due to chip shortages, with other manufacturers likely to follow. Additionally, road and rail blockades have caused significant production halts, leading to estimated losses of up to MX$2.3 billion (US$128 million). The AMIA is urging government intervention to stabilize supply routes and ensure continuity in production, highlighting the automotive sector's critical role in Mexico's economy....