Mexico’s fastest growing export in 2026 isn’t computers
MXPE Weekly Essentials ft. what happens to a drug lord’s fortune, tequila tariffs, and other highlights in Mexican politics, policy, and markets from the past week.
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Uncharted Mexico: Extractive expansion
Mexico’s exports have hit another historic high. The Mexico Political Economist has covered how much of this boom is down to the AI-driven demand for Mexican assembled computers. One that does not generate much value in Mexico.
There is another sector whose export value has grown at double the rate of computers—so called “extractive exports.”
Source: INEGI
These, in the Mexican statistical classification system, are the non-oil products mined from the ground. Mexico’s main extractive exports are gold and silver, which have seen big dips in price throughout 2026. So, how has the value of mining exports grown so significantly in this same period?
