Toyota moves Tacoma production from Mexico to Texas in $3.6B expansion

Toyota announced a $3.6 billion investment to expand its San Antonio, Texas plant, including a second assembly line and the gradual transfer of Tacoma pickup production from Tijuana, Mexico, with completion expected by 2030 Source: Clarin. The expansion will create 2,000 jobs and increase annual capacity from 200,000 to roughly 350,000 vehicles Source: Infobae.

Reactions

U.S. President Donald Trump celebrated the move, attributing it to his tariff policy: "Toyota is moving from Mexico to the United States (to Texas!). A really big deal. Tariffs are working!" Source: Excelsior. In contrast, Mexican President Claudia Sheinbaum and her administration framed it as part of Toyota's global restructuring, unrelated to the U.S.-Mexico-Canada Agreement (T-MEC) reviews Source: Heraldo. Sheinbaum noted that Toyota will maintain its Guanajuato plant, which employs 2,800 people directly Source: Milenio.

The Mexican Secretariat of Economy confirmed that Toyota notified them of the gradual transfer and that the company is still analyzing the Tijuana plant's future post-2030 Source: Milenio. Separately, Sheinbaum announced a new automotive investment of over $500 million from an unnamed company, secured through her administration's efforts Source: Excelsior.

What's Next

Toyota reiterated its commitment to North American operations and advocated for a swift renewal of the T-MEC, which Trump's administration has not renewed in its current form, opting instead for annual reviews Source: CNN. The new San Antonio line is expected to begin operations by 2030, nearly doubling the plant's size Source: Infobae.