The Border Capital Report
Quarterly research on the Eagle Pass–Maverick County corridor. What is trading, what is being entitled, where the infrastructure is going, and what it means for capital deciding whether to enter.
The Corridor Repriced
Trade through Eagle Pass–Piedras Negras reached $43.57 billion in 2024 — but three quarters of it moves by rail. The truck trade is $11.0 billion, through one commercial inspection lane — Laredo has twenty-seven. The rest crosses a single-track rail bridge built in 1922. Two crossings are permitted to relieve it. Mexico is reported to have completed its port of entry and is building the approach roads. On the Texas side, one highway is finally under contract — and nothing has broken ground.
Issue 01 is the infrastructure ledger: where each project actually stands, why the Mexican side is funded and moving while the Texas side studies, what the Laredo precedent does and does not tell us, and four scenarios for entering capital — each with the case against it.
Twenty-eight pages. Every figure sourced, or flagged as unsourced. Published quarterly, free.
Download the PDF directly — no email required:
English — twenty-eight pages
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Español — 29 páginas
La edición en español no es una traducción automática. Se redactó contra un glosario de terminología técnica y las citas de documentos oficiales conservan su texto original en inglés.
In this issue
- The corridor in numbers
- The infrastructure ledger
- The two highway corridors nobody is pricing
- The Laredo precedent — and its limits
- What this means for capital
- Four scenarios for capital — with the case against each
- The constraint nobody underwrites
- What disciplined diligence looks like here
- Methodology, sources, and limitations
Every issue, kept.
The value of quarterly coverage is the series, not any single report: you can read what we said a year ago and judge whether it held.
Issue 01 — The Corridor Repriced
The infrastructure ledger, the Mexican-side funding asymmetry, the Laredo precedent, and four scenarios for entering capital.
Issue 02 — Planned
Puerto Verde construction start, land movement in the influence zone, and the industrial absorption question.
Corridor guides
Standing reference between issues: the ports of entry, the permitted crossings, the highways, and what to underwrite before buying land here.
Research is provided for informational purposes only. It is not a forecast, a guarantee of return, investment advice, or an appraisal. Sources and methodology are published with each issue.
Issue 01 now. Issue 02 before it is public.
One email per quarter: the report and nothing else. Subscribers get each issue the week it is finished; it reaches the public site afterward.
Corridor case studies
A numbered series. Each one is a record of what is on file for a single project in this corridor — council minutes, adopted ordinances, recorded instruments, filings, registrations and published datasets. Every figure is sourced or explicitly marked NOT FOUND. Free to read, no email required.