Toyota's $3.6B Texas Shift to Add 150K Units, Reshape North American Supply Chains
Toyota's $3.6B investment in its San Antonio plant will add a second assembly line, boost capacity by 150,000 units, and create over 2,000 jobs, directly responding to the end of the USMCA. This dual-country strategy—keeping Guanajuato, Mexico, active—highlights a new supply chain playbook for trade-policy volatility, with far-reaching implications for logistics providers, tier suppliers, and cross-border freight flows.
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