Overview

• The start date was pushed back from an initially signaled Oct. 1 after automakers and industry executives warned about costs and supply chains.
• The action stems from an April Commerce Department probe into trucks over 10,000 pounds and related parts, with implementation details and potential exemptions still unclear.
• Mexico is the largest source of affected imports, alongside Canada, Japan, Germany and Finland, and Mexico has formally opposed the plan while noting significant U.S. content in its exports.
• Business reactions are divided, with the U.S. Chamber of Commerce urging against new truck tariffs as protectionist groups praise the measure as support for domestic manufacturers.
• The announcement fits a broader tariff push across multiple sectors as the Supreme Court prepares to hear challenges to the administration’s trade authorities next month, and Trump is set to meet this week with leaders from Canada and Finland where trade is likely to be discussed.