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30m ago

Trump Sets 25% Tariff on Imported Medium- and Heavy-Duty Trucks for Nov. 1

The move stems from a Section 232 national-security probe following industry pushback that delayed the start by a month.

U.S. President Donald Trump announced a 25 per cent tariff on heavy and medium trucks on Monday. (AP Photo/Julia Demaree Nikhinson)
FILE - Motor vehicle traffic moves along the Interstate 76 highway in Philadelphia, March 31, 2021. The EPA on Friday, March 29, 2024, set new greenhouse gas emissions standards for heavy-duty trucks, buses and other large vehicles, an action that officials said will clean up some of the nation's largest sources of planet-warming pollution. (AP Photo/Matt Rourke, File)
WASHINGTON, DC - OCTOBER 05: U.S. President Donald Trump talks to the media after walking off Marine One on the South Lawn of the White House on October 05, 2025 in Washington, DC. Trump was returning from a celebration of the Navy’s 250th anniversary in Norfolk, Virginia. (Photo by Tasos Katopodis/Getty Images)
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Overview

  • Commerce Department investigators focused on trucks over 10,000 pounds and parts, citing dominance by a small group of foreign suppliers and alleged predatory practices.
  • Detroit automakers and suppliers lobbied against the original Oct. 1 timeline, warning of higher costs and supply-chain disruptions.
  • Mexico is the largest source of these vehicles; government filings note Mexican exports average about 50% U.S. content, and USMCA rules allow tariff-free entry at 64% regional value.
  • Potentially affected brands include Daimler Truck’s Freightliner and Volvo’s Mack, while Paccar largely builds for the U.S. market domestically; Stellantis’ Mexico-produced Ram and commercial vans face exposure.
  • The measure is part of a wider tariff agenda now facing court challenges, with the Supreme Court set to hear arguments on Nov. 5 regarding the administration’s trade authority.