Uber Freight sees U.S.–Mexico trade driving freight rebound into 2026

Nearshoring, Mexico concern and tightening motortruck capableness could reshape North American freight flows adjacent year.

Uber Freight’s latest marketplace outlook points to a U.S. freight marketplace that is softly stabilizing and mounting up for tighter conditions successful 2026, with cross-border commercialized with Mexico emerging arsenic 1 of the astir important structural drivers.

Uber Freight is simply a portion of San Francisco-based Uber Technologies Inc. (NYSE: UBER), which operates 3 platforms: Uber (ride-hailing), Uber Eats (food and goods delivery) and Uber Freight (logistics).

In its “Q4 2025 Market Update & Outlook,” released connected Thursday, Uber Freight said resilient user spending, nearshoring enactment and capableness subject among carriers are helping stabilize request aft a prolonged freight downturn — adjacent arsenic manufacturing remains nether unit and geopolitical risks persist.

Uber Freight highlighted Mexico’s expanding relation successful North American proviso chains, driven by nearshoring and reshoring enactment crossed automotive, concern machinery and precocious manufacturing.

Mexico accrued its stock of U.S. imports to 15.5%, up from 14.5% previously, cementing its presumption arsenic the largest U.S. trading partner, according to the report.

Foreign nonstop concern into Mexico reached $34.3 cardinal successful the archetypal fractional of 2025, up 10.2% twelvemonth implicit year, with the U.S. remaining the country’s apical investor.

Uber Freight said export maturation from Mexico has been peculiarly beardown successful vehicles, car parts, concern machinery, furnishings and aesculapian instruments — categories that make dependable truckload and cross-border freight demand.

Despite ongoing U.S. tariffs connected steel, aluminum and copper, Mexico has mostly maintained export volumes, albeit astatine higher accumulation costs, reinforcing its value successful North American manufacturing proviso chains.

While the semipermanent outlook for U.S.–Mexico commercialized remains constructive, Uber Freight flagged respective risks that could disrupt cross-border freight flows successful 2026.

The study pointed to roadworthy blockades crossed Mexico’s Bajío region, led by labour groups specified arsenic the country’s National Union of Workers, that person disrupted much than 8,000 truckloads, causing delays and congestion connected cardinal Mexico-U.S. corridors.

Security concerns, including cargo theft, proceed to thrust shipper concern successful precocious tracking, geofencing and in-cab monitoring technologies.