Overview

• President Donald Trump confirmed a 25% tariff on all imported medium and heavy trucks starting November 1, framing it as a national security measure to support U.S. manufacturers.
• President Claudia Sheinbaum said Mexico is pursuing an agreement with Washington before the deadline, with Economy Secretary Marcelo Ebrard leading talks and a possible direct call to Trump under consideration.
• The tariff applies globally rather than targeting Mexico alone, but U.S. Commerce Department data show about $25.86 billion in U.S. truck, bus and special-vehicle imports from Mexico in January–July, nearly 80% of the total.
• Reporting indicates vehicles meeting regional content rules could be exempt, with current North American content thresholds for heavy trucks at 64% and slated to rise to 70% by 2027.
• Trump signaled he could renegotiate or replace the T-MEC with bilateral deals, and U.S. trade officials warned future talks may proceed country by country unless Mexico meets existing commitments.