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Toyota to Move Tacoma Production to Texas, Sparking Industry Concerns

Created at 8 Jul · 2:05 PM1 source↑ Market-relevant
IN SHORT

Toyota is shifting some Tacoma production from Mexico to Texas with a $3.6 billion investment, adding 150,000 units of annual capacity and 2,000 jobs by 2030. This move aims to reduce exposure to US tariffs on vehicles imported from Mexico.

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Key Numbers

$3.6 billionToyota investment in Texas plant expansion
150,000 unitsAdded annual production capacity by 2030
2,000 jobsNew jobs to be created in Texas by 2030
5 million ft²Expanded footprint of San Antonio plant
$8.3 billionCumulative Toyota investment in San Antonio plant
2003Year construction began at San Antonio plant
166,653Tacoma pickup trucks produced in Baja California last year
2030Year for full production relocation and capacity increase
$10 billionToyota's planned US manufacturing investment over a decade
$1 billionPrevious Toyota investment for Indiana and Kentucky plants
$912 millionAllocated for output increase at five additional US states

Who's Involved

Toyota Motor
Automaker shifting Tacoma production to Texas
Ted Ogawa
President and CEO, Toyota Motor North America
Greg Abbott
Texas Governor welcoming the investment

↳ Why This Matters

Toyota's decision to shift production to Texas highlights the ongoing impact of US trade policy and tariffs on the automotive industry's supply chains, potentially fueling concerns about job security and investment in Mexico's manufacturing sector.

Key facts

  • Toyota will invest $3.6 billion to expand its San Antonio, Texas plant.
  • The expansion will add 150,000 units of annual production capacity by 2030.
  • Approximately 2,000 jobs will be created in Texas by 2030.
  • Some Toyota Tacoma production will be relocated from Baja California, Mexico, to Texas.
  • The Baja California facility produced 166,653 Tacomas in the previous year.
  • Toyota's Apaseo el Grande plant will continue producing Tacomas for the US market.

Toyota Motor is set to significantly alter its North American manufacturing footprint by shifting a portion of its Tacoma pickup truck production from its plant in Baja California, Mexico, to San Antonio, Texas. This strategic move involves a substantial US$3.6 billion investment, aiming to boost annual production capacity by 150,000 units and create approximately 2,000 jobs in Texas by 2030.

The expansion will see the San Antonio facility, which currently produces full-size pickups and SUVs, grow to approximately 5 million square feet. This investment is part of Toyota's broader commitment to US manufacturing, with plans to invest US$10 billion in the country over the next decade. The relocation is designed to mitigate the impact of potential US tariffs on vehicles imported from Mexico, thereby reducing production costs and strengthening the company's supply chain.

While production will gradually move from the Baja California plant over approximately four years, starting in 2030, Toyota has stated that its Apaseo el Grande plant in Guanajuato will continue to produce the Tacoma for export to the United States. The company has assured that this expansion in Texas will not affect operations in Guanajuato, maintaining an integrated North American production network. The Tacoma's status as the best-selling midsize pickup truck in the US underscores the significance of this manufacturing adjustment.

This decision comes amid ongoing uncertainty surrounding the review of the United States-Mexico-Canada Agreement (USMCA), which has created a complex environment for the North American automotive sector. Toyota has expressed its commitment to operations across the US, Canada, and Mexico and called for a swift resolution to the USMCA review to ensure the region's global competitiveness. Texas Governor Greg Abbott welcomed the investment, highlighting the state's competitive advantages.

Frequently asked questions

Toyota is shifting some Tacoma production to Texas to reduce its exposure to US tariffs on vehicles imported from Mexico and to expand its domestic manufacturing capacity.

Toyota is investing US$3.6 billion in the expansion of its San Antonio, Texas plant.

Toyota has stated that no replacement model has yet been assigned to the Baja California facility, but its Apaseo el Grande plant will continue producing Tacomas for export to the US.

The investment is expected to create approximately 2,000 jobs in Texas by 2030.

What Happens Next

01Tacoma assembly relocation from Baja California to begin gradually in 2030.
02San Antonio plant expansion to be completed by 2030.
03Toyota to continue supporting a swift resolution of the USMCA review process.

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Cadence

How It Developed

Toyota announced a $3.6 billion investment to expand its San Antonio, Texas plant.
The expansion will add 150,000 units of annual production capacity by 2030.
Approximately 2,000 jobs will be created in Texas by 2030.
Part of Toyota's Tacoma production will shift from Baja California, Mexico to Texas.
The Baja California plant produced 166,653 Tacomas last year.
No replacement model has been assigned to the Baja California plant.
Toyota's Apaseo el Grande, Guanajuato plant will continue producing Tacomas for export to the US.
The move aims to reduce exposure to US tariffs on vehicles imported from Mexico.

Sources

T1
Toyota’s Shift to US Stokes Fears for Mexican Auto IndustryBloomberg
T2
Toyota Moves Tacoma Production From Mexico to Texasmexicobusiness.news

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