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T-MEC Review Stakes Rise as Mexico Seeks End to U.S. Truck Tariffs, Automakers Urge Renewal

A looming Supreme Court ruling on executive tariff powers could reset U.S. leverage in the coming negotiations.

Overview

  • Mexico’s economy secretary Marcelo Ebrard said scrapping U.S. tariffs on heavy trucks and certain buses is a top demand for the 2026 review, arguing the measures violate treaty parity and seeking a discount regime like that for light vehicles.
  • General Motors, Ford, Tesla, Toyota and Stellantis told the U.S. Trade Representative the pact should be prolonged to safeguard integrated supply chains and investment, including electrification and batteries, while allowing targeted improvements.
  • More than 90 House Democrats led by Rep. Rosa DeLauro urged President Donald Trump to pursue a deep renegotiation, calling for stronger labor and environmental enforcement, removal of ISDS, and room for domestic procurement policies.
  • Mexico is set to delay a plan to levy tariffs of up to 50% on many Asian-origin goods until 2027, according to an industry memo, to avoid complicating the T-MEC talks.
  • The U.S. Supreme Court heard arguments on the president’s use of the IEEPA to impose broad tariffs, a decision that could curtail unilateral tariff tools even as other authorities like Sections 232 and 301 remain available.