Toyota is doubling down on Texas. On July 6 the automaker said it will invest $3.6 billion to add a second assembly line at its San Antonio plant and move Tacoma pickup production north from Baja California, Mexico. The shift plays out over roughly four years, with the new line scheduled to start in 2030.
What the San Antonio expansion builds
The project adds about 2.5 million square feet to the campus, close to doubling its footprint, and creates roughly 2,000 jobs. Annual capacity climbs by about 150,000 units. Toyota has run trucks out of San Antonio since 2003, and this round pushes its total investment at the site to around $8.3 billion. Governor Greg Abbott’s office announced the deal alongside the company, the usual signal that state incentives are part of the math.
Why the reshoring call lands now
Pulling Tacoma production out of Mexico isn’t a small logistics tweak. It rebalances a supply chain Toyota spent years tuning, and it does so while tariff policy on North American vehicles stays unsettled. The company isn’t framing it as a political statement, but the timing tracks with a broader move among automakers to hedge cross-border exposure by building where they sell. For San Antonio’s trades, it means a large, multi-year industrial job with a firm 2030 deadline. For the wider market, it’s one more data point that U.S. manufacturing capacity is still being added, not trimmed.