Brazil Auto Output and Exports Slide in January as Sales Hold Steady

Overview

• Vehicle production reached 159,600 units in January 2026, down 12% year over year and 13.5% from December, according to Anfavea.
• Exports totaled 25,900 vehicles, an 18.3% annual drop, with a 5% decline in shipments to Argentina weighing on factory activity.
• Domestic registrations held essentially flat at 170,500 units, with passenger cars up 1.4% and light commercials up 3%.
• Heavy vehicles weakened sharply, as truck registrations fell 31.5% and buses dropped 33.9% compared with a year earlier.
• Electrified models reached a record 16.8% share of registrations, including 35% locally produced hybrids, while the Move Brasil program approved R$1.3 billion in fleet-renewal financing and is expected by Anfavea to bolster truck demand if external conditions stabilize.