Mexico Nuevo Leon Factory rumored in the works

[Ogre]

Robotaxis aren't trucks, which has all been what's mentioned.

-Crissa

We don’t know what it will be. A mini Cybertruck might be an exceedingly efficient taxi. One of the big problems with Taxis IMO is the poor cargo capacity. No reason they couldn’t fix that with Robotaxi.

 

[Richard V.]

Free trade with Brazil will benefit five carmakers in particular, say experts
April, 2019
https://mexico-now.com/free-trade-with-brazil-will-benefit-five-carmakers-in-particular-say-experts/

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The opening of the automotive trade between Mexico and Brazil will benefit mainly General Motors, Volkswagen, Nissan, Fiat Chrysler Automobiles (FCA) and KIA, automakers that dominate that market already, revealed experts consulted by El Financiero.

“These companies are the immediate beneficiaries because they dominate that market. They will have the opportunity to send more vehicles, but there is also a higher quality advantage of Mexican cars compared to those made in Brazil,” said Brais Alvarez, Automotive Account Manager for J.D. Power Mexico.

In 2018, GM, Volkswagen, Nissan, FCA and KIA represented 93.5% of total Mexican auto exports to Brazil, where they held a 61% market share.

Ok, it seems like Mexico has some special advantages as you indicated. Consider that Tesla wants many more Giga factories. Mexico and Canada could be part of the new list of Giga factories. There are reports that indicates that the plan is to go to 20M cars/year by 2030 with about 2M cars per Giga factory.

 

[firsttruck]

Automotive Industry This is a best prospect industry sector for this country. Includes a market overview and trade data.
Last published date: 2022-09-23
https://www.trade.gov/country-commercial-guides/mexico-automotive-industry

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Mexico is the sixth-largest manufacturer of heavy-duty vehicles for cargo, hosting 14 manufacturers and assemblers of buses, trucks, tractor trucks and engines. These producers maintain 11 manufacturing plants that, supporting more than 24,000 jobs nationwide. Mexico is the leading global exporter of tractor trucks, 95.1 percent of which is destined for the United States. Mexico is also the fourth-largest exporter of heavy-duty vehicles for cargo, and the second-largest export market after Canada, for U.S. medium and heavy-duty trucks. Top players include Cummins, Detroit Diesel Allison, Freightliner–Daimler, Kenworth Mexicana, Mack Trucks de México, International-Navistar, Dina Camiones, Scania, Volvo Group VW, Man Truck & Bus, Mercedes-Benz, Hino Motors, and Isuzu Motors.

Cargo truck could mean a lot of different things. Usually when I hear the phrase I think of UHaul type box trucks though. That would be curious since there is nothing of the sort on Tesla’s product roadmap.

It might just be referring to the Tesla Semi though. Though it wouldn’t be too hard to convert the semi into a box truck??

Yeah, maybe cargo truck is supposed to mean semi truck tractor. Maybe source of info is a native Spanish speaker so there is different translation issue.

Tesla Semi fabrication has started at Spark, NV plant but maybe the ramp of Tesla Semi will be done at Mexico plant instead of Austin.

Some of the workers in Mexico that make those competing legacy ICE semi trucks will need new jobs once fleet buyers see the higher availability, reduced maint, fuel savings , and better TCO/ROI possible with the Tesla Semi.