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Monday, October 5, 2026

Mexico Markets

Mexico’s Sonora Exports Hit a Record US$8.5 Billion in the Second Quarter

By · October 5, 2026 · 5 min read
Hermosillo seen from above at dusk, with city lights spreading to distant mountains under a red sunset and dark clouds
Hermosillo, the capital of Sonora, at dusk. The state says its exports set a quarterly record of US$8.52 billion from April to June 2026 (file photo, 2022). (Photo: México en Fotos, A.C., CC BY-SA 2.0, via Wikimedia Commons)
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MEXICO · ECONOMY

Key Facts

  • —The country Mexico, Latin America’s biggest exporter, sends most of its goods to the US; Sonora is its north-western state on the Arizona border.
  • —The background Mexico’s 2026 export boom is led by electronics, while US tariffs of 25% on many Mexican-built vehicles and 50% on steel remain.
  • —Why now INEGI, Mexico’s statistics office, published April-to-June export figures by state on 30 September; Sonora’s government hailed its result on Sunday 4 October.
  • —What happened Sonora exports reached US$8,524.9 million in the second quarter, up 12.3% on a year earlier; the state calls it a record.
  • —The numbers Mining exports rose 103.2%, manufacturing grew 2.3% and farm exports fell 4.7%, according to INEGI data.
  • —What it means for you Sonora’s gains rest on metals more than factories, so mineral prices matter as much as tariffs for investors there.
  • —Still open Whether the mining surge lasts beyond June, and whether talks with Washington cut US duties on Mexican cars and steel.

Sonora exports reached US$8.52 billion in the second quarter of 2026, a quarterly record for the Mexican border state, its government said. The total rose 12.3% from a year earlier, according to INEGI, Mexico’s national statistics institute.

The record has a catch: mining did most of the work, as mineral exports more than doubled while factory shipments barely grew. Across Mexico, state exports rose 31.6% over the same months, so Sonora trailed the national pace.

What the Sonora Exports Figures Show

Sonora exports were worth US$8,524.9 million between April and June, INEGI’s quarterly state export data show. That ranked it eighth among Mexico’s 32 federal entities, the 31 states plus Mexico City, Diario del Yaqui reported.

Governor Alfonso Durazo called it the highest quarterly value since records began, citing INEGI. His government released the figures on Sunday 4 October, and Imagen Radio and other outlets carried them.

For scale, Sonora exports for all of 2025 came to US$28.61 billion, then a record, Mexico Industry reported in May. A single quarter now brings in close to 30% of that annual total.

Mining Drives the Gain

Mining exports, covering metal and non-metal minerals, rose 103.2% year on year to US$1,647.2 million. INEGI named Sonora among the states with the strongest growth in mining exports.

Based on the INEGI figures, mining supplied roughly nine-tenths of Sonora’s year-on-year increase of about US$930 million. Manufacturing, which still makes up 70.2% of the total, grew only 2.3% to US$5,982.3 million.

Farm and livestock exports fell 4.7% to US$891.1 million. Even so, Sonora ranked second in Mexico for agricultural exports, behind only Michoacán, Diario del Yaqui reported.

Cars and Electronics Lead the Factories

Within manufacturing, transport equipment led with US$2,325.8 million, or 27.3% of the state’s exports, the state government said. Computers, communications gear and electronic components added US$1,251.2 million.

Both lines tie Sonora to North American supply chains. Nationally, 84.69% of Mexico’s non-oil exports went to the United States from January to August, INEGI data show (Export Diversification Stalls).

Durazo said the record confirms that local people and companies can compete in international markets. Roberto Gradillas Pineda, Sonora’s economy secretary, credited the state’s strategy for attracting investment and jobs.

How Sonora Compares With Mexico’s Boom

Mexico’s states together exported US$195,260.7 million in the second quarter, up 31.6% on a year earlier, INEGI reported on 30 September. Sonora contributed about 4.4% of that total, and Sonora exports grew well below the average.

Chihuahua alone accounted for 25.1% of the national figure, while Jalisco’s exports jumped 130.8%, La Jornada reported. Computer and electronic equipment made up 36.1% of all state exports, according to T21, a trade publication.

The national surge has continued since June. Mexico’s goods exports rose 40.4% in August as electronics sales doubled (Mexico Exports Rise 40.4% in August 2026 as Electronics Sales Double).

The Tariff Backdrop

US tariffs still weigh on parts of Mexican industry. Washington keeps duties of 50% on steel and aluminium and 25% on many Mexican-built vehicles (Trade Talks Slip a Week).

European, Japanese and Korean cars pay 15% instead, according to AMIA, Mexico’s carmakers’ association (G20 Trade Ministers Meet in the US).

The two countries are negotiating under the USMCA, the North American free trade pact with Canada. After its July 2026 review ended without a renewal decision, the pact remains in force but now faces annual reviews.

Sonora’s record shows its exports can grow under that pressure. Yet the growth came mostly from minerals, not from the plants that make vehicles and parts.

What the Record Does Not Mean

A record quarter does not mean Sonora’s whole economy is booming. Factory exports were nearly flat, and farm sales fell for the period.

Mining income also moves with world metal prices, which can fall as quickly as they rose. The state’s own figures do not say how much of the mining jump came from prices rather than volumes.

What Comes Next

INEGI’s next quarterly release by state will show whether Sonora exports held up after June, especially in mining. The August national data already point to strong overall trade.

Investors will also watch whether US-Mexico trade talks bring any cut to the car and steel tariffs. For Sonora, a lower car duty would matter most for transport equipment, its largest export line.

Where is Sonora?

Sonora is a large state in north-western Mexico, on the border with the US state of Arizona. Its capital is Hermosillo, and its economy mixes factories, mines and farms.

How much did Sonora export in the second quarter of 2026?

Sonora exports totalled US$8,524.9 million from April to June, 12.3% more than a year earlier, according to INEGI data. The state government says it is the highest quarterly figure on record.

Why did Sonora exports grow?

Sonora exports grew mainly because mining sales more than doubled. Manufacturing rose 2.3%, while farm exports fell 4.7%.

Do US tariffs affect Sonora?

Yes, indirectly. Transport equipment is the state’s largest export line, and US duties of 25% on many Mexican-built vehicles and 50% on steel remain.

Sources: Imagen Radio (Sonora state government figures), 4 October 2026; Diario del Yaqui (INEGI state export data), 30 September 2026; La Jornada (INEGI national release), 30 September 2026; T21, 30 September 2026; Infocajeme, 5 October 2026; Mexico Industry, 18 May 2026.

This article was produced by The Rio Times’ automated newsroom system. How we use AI · Report an error · Editorial responsibility: Matthias Camenzind, Editor-in-Chief

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