Overview

• Drug tariffs exclude companies that are “building” U.S. plants, defined as having broken ground or being under construction.
• The measures follow a Commerce Department Section 232 national security probe into medium‑ and heavy‑duty truck imports.
• Business groups including the U.S. Chamber of Commerce object, stressing that major suppliers are allies such as Mexico, Canada, Japan, Germany and Finland.
• Economists and industry warn of supply chain strains and higher prices for medicines, trucks and home goods, with Wayfair and RH shares falling about 5% after the announcement.
• Key implementation details remain unclear and the moves are likely to draw legal and diplomatic challenges, with Mexico a critical source of heavy‑truck exports to the U.S.