As global production diversifies, the shifting balance of nations exporting to North American countries has affected industrial markets, according to Newmark’s 2025 North American Industrial Outlook. There is a strong correlation between major Chinese FDI transactions — overwhelmingly greenfield investments — and the increase in U.S. import market share for those countries. Simply put, China’s growing presence in Mexico through greenfield investments, alongside a rise in Chinese imports, is strongly correlated with Mexico’s increased exports to the United States. Mexico surpassed China as the United States’ largest trading partner in 2023, with heightened cross-border trade fueling the demand for inland intermodal logistics across North America.
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