Borderlands Mexico is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week in Borderlands Mexico: Criminal groups keep pressure on Mexican freight networks; Nuevo León posts $17B in IMMEX exports through May and Mitsubishi Logistics invests $40M in US warehouse expansion.
Criminal groups keep pressure on Mexican freight networks
Mexican authorities say cargo theft targeting trucking companies is declining nationwide, while Overhaul and recent industry warnings suggest organized criminal groups continue to keep pressure on freight operators across some of the country’s busiest logistics corridors.
Guillermo Briseño Lobera, commander of Mexico’s National Guard, said cargo thefts involving trucking companies are projected to decline 37% in 2026 compared with the 6,263 incidents reported in 2025, according to La Jornada.
Authorities have recorded 2,519 cargo thefts so far this year, continuing a downward trend that has seen the crime fall 52.07% between 2018 and 2025.
Briseño said the federal government’s Balam highway security strategy has contributed to the decline. The program, which operates in 12 states, helped reduce cargo theft incidents by 37.19% between 2024 and 2025 while increasing recoveries of stolen cargo vehicles.
Authorities also reported significant reductions along several major freight corridors, including the Mexico-Querétaro route, where cargo theft fell 85.7%, the Mexico-Puebla corridor, where thefts dropped 90%, and the Mazatlán-Culiacán highway, where officials reported no cargo theft incidents.
However, new data from supply chain risk management firm Overhaul’s Mexico Q2 2026 Cargo Theft Report shows cargo theft remains one of the country’s most significant supply chain security challenges.
Central Mexico remains cargo theft epicenter
Overhaul found that 76% of cargo theft incidents involved violence, underscoring the continuing threat facing drivers and fleets operating throughout Mexico.
Cargo theft activity remains heavily concentrated in central and western Mexico, Overhaul said.
The company’s second-quarter analysis found that 77% of cargo theft incidents occurred in the Center and West regions of the country, accounting for 46% and 31% of reported thefts, respectively.
The State of Mexico, Puebla and Guanajuato remained the three most affected states during the second quarter, accounting for nearly half of all cargo theft activity nationwide.
The State of Mexico represented 18% of incidents, Puebla 17.9% and Guanajuato 10.8%. Overall, 86.3% of Mexico’s cargo theft incidents were concentrated in just 10 states.
While theft activity declined in Puebla and the State of Mexico compared to a year ago, Overhaul reported increases in Guanajuato, Veracruz, San Luis Potosí, Jalisco, Michoacán and Tlaxcala.
Criminals targeting food, fuel and agricultural products
Food and beverage shipments remained the most frequently targeted cargo category during the second quarter, accounting for 30% of thefts, followed by miscellaneous freight (11%), auto parts (9%), construction and industrial products (9%) and fuel (7%).
Overhaul said agricultural cargo theft showed one of the largest increases year over year. Agro-related thefts increased by four percentage points, with fertilizers and pesticides among the most targeted products. Auto parts theft rose three percentage points, while fuel theft increased two percentage points.
Most thefts occur during business days and evening hours
Cargo theft patterns remained highly predictable during the second quarter.
Overhaul reported that 85% of cargo theft incidents occurred Monday through Friday, with criminal activity peaking between Tuesday and Friday. The highest-risk period was between 6 p.m. and midnight, accounting for 31% of incidents, while two major theft windows emerged between 3 a.m. and 7 a.m. and between 6 p.m. and 10 p.m.
Organized crime groups continue evolving tactics
Recent enforcement actions highlight the continued sophistication of cargo theft organizations.
Mexico’s Secretariat of Security and Citizen Protection announced Aug. 15 that federal authorities arrested three suspects linked to a criminal cell accused of cargo theft, express kidnappings of truck drivers and the corruption of local officials along freight routes in Veracruz and Puebla.
Authorities said the group operated along the Federal Highway 150-D corridor connecting Puebla and Veracruz, one of Mexico’s most important trucking routes.
Nuevo León posts $17B in IMMEX exports through May
Nuevo León recorded more than $17 billion in exports under Mexico’s IMMEX manufacturing program during the first five months of 2026, an 8.9% increase compared to the same period a year ago, according to a news release.
State officials said Nuevo León accounted for 16% of Mexico’s total IMMEX exports from January through May, highlighting the region’s importance to the nation’s export-oriented manufacturing sector.
The state also ranked first nationally in IMMEX employment, with more than 401,000 workers employed by IMMEX companies as of May 2026.
The export figures were highlighted by Nuevo León Gov. Samuel García during a presentation on the state’s economic performance. García said Nuevo León continues to lead Mexico in attracting new domestic and foreign investment and remains the country’s top manufacturing state, accounting for 12.7% of national manufacturing GDP.
Nuevo León, home to Monterrey and hundreds of manufacturing facilities, has been one of the biggest beneficiaries of nearshoring investment in Mexico, particularly in automotive, industrial, electronics and logistics sectors.
Mitsubishi Logistics invests $40M in US warehouse expansion
Mitsubishi Logistics is investing $40 million to develop two large-scale distribution centers in the U.S. as part of a strategy to expand its overseas real estate and asset-turnover business, according to Nikkei Asia.
One of the projects will be a 710,000-square-foot distribution center in Houston, Texas, which is scheduled for completion in July 2027. The second distribution center, to be located in Alabama, is expected to be completed in June 2027.
Mitsubishi Logistics Corp. is a major Japanese global logistics and real estate company founded in April 1887. It is a key member of the Mitsubishi Group, according to its website.
Why it matters: Mexico’s cargo theft problem appears to be improving on paper, but the persistence of violent thefts, organized criminal networks and shifting tactics means shippers, carriers and cross-border logistics providers still face significant security risks across key freight corridors.
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The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowThe night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowIndustry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now