Mexico registers historic investment portfolio
The Mexican investment portfolio for the current presidential term has surpassed historic highs, now standing at US$367.8 billion. While this figure represents the gross total of registered, confirmed, and validated projects in the Mexican investment portfolio, much of this capital is quickly being translated into physical investments. Currently, US$63 billion in investment commitments have opened up around the country, generating close to 238 thousand jobs.
Secretary of Economy Marcelo Ebrard presented the aforementioned data during a 4th Plenary Meeting in San Lázaro, touching on both achievements for 2025 as well as expectations for growth and investment attraction in 2026. “The volume and composition of this portfolio reflect the commitment of the federal government to ensure that these investments are materialized and carried out in the shortest possible time,” he said.
Investment Portfolio mapped by State and locality
In addition to illustrating sheer volume, another feature that sets apart the current economic program from its predecessors is the level of detail with which projects are mapped. As stated by Ebrard, President Claudia Sheinbaum instructed the Economy portfolio to identify each project by federal entity, municipality, and locality.
“We have a portfolio mapped out by the president,” said Ebrard. “There is a portfolio that Mexico has, but that President Sheinbaum asked us for; that is, we have each investment identified by federal entity and by location. In this case, we have US$367 billion mapped out, and we are following it up so that they actually materialize, and that they are carried out in the shortest possible time, so that we accelerate them.”
The commitment to follow-up was no mere statement. Projects are currently being monitored by Ximena Escobedo, head of the Ministry of Economy’s Productive Development Unit. Escobedo meets with state governments, investors, and heads of federal agencies in charge of approving projects in order to identify and eliminate bottlenecks, fast-tracking projects already included in the Mexican investment portfolio.
Announced Investments Reach US$40 billion in 2025; US$1.3 billion in January 2026
Not only has the current Mexican investment portfolio amassed the highest number of confirmed projects to date, but it also experienced significant interest from investors during the first month of the new year. Announced investments total US$40.185 billion for the year 2025, a figure which represents public commitments made directly by companies instead of estimated commitments calculated by the government.
This interest has carried over into 2026, as Mexico recorded another US$1.3 billion in investment announcements during the first month of the year. Companies continue to favor Mexico due to macroeconomic stability, strong domestic manufacturing, and proximity to export markets.
Economy Secretary comments on companies’ decision to invest in Mexico
“In this sense, we don’t determine where they are located; they themselves announce it. Companies announce where they are going to carry out their projects, the reason why they are going to carry them out there, and what they are going to invest,” Ebrard said.
While Mexico City, Nuevo León, Jalisco, Tamaulipas, and Mexico continue to lead the country in terms of the number of projects and overall investments, the federal government is aiming to spread projects to states that did not have announcements in all of 2025. “Our challenge is that the states that did not have investment announcements have them this year,” Ebrard remarked.
Mexico protects domestic industry with import reforms
While standing up for domestic industry has long been policy in sectors such as steel and agriculture, imports of finished goods have become a cause for concern for the federal government. At the start of President Sheinbaum’s administration, taxes were imposed on goods coming from countries with which Mexico has no trade agreement, many of which originate in Asia.
However, as Economy Secretary Marcelo Ebrard points out, the incoming administration has noticed a trend in which finished goods are being imported at extremely low inventory costs, threatening to destabilize local manufacturing. The automotive industry, which represents up to one-third of Mexico’s national GDP, is of special mention alongside the steel, textile, and plastic industries.
Economy Secretary highlights strengths of Mexican Automotive Industry
“The automotive industry is very important; it represents 20% of our exports, more than 900,000 direct jobs, and until last year, Mexico was the 7th biggest automobile producer in the world,” Ebrard stated. “We were importing finished automobiles that are not produced here—we continue to import them, but now they will have to pay a tariff.”
Mexico’s investment portfolio will continue to grow if the federal government can successfully convert plans into actual investments. By following up with projects already included in the portfolio, spreading investments to include all states, and protecting domestic industry from foreign competition, Mexico will set itself up for another year of macroeconomic highs.