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U.S. Enacts 25% Tariff on Medium- and Heavy-Duty Truck Imports, Putting Pressure on Mexico

Mexico is the most exposed supplier, providing roughly four-fifths of U.S. truck imports in this segment.

Overview

  • The tariff took effect November 1 under President Donald Trump’s trade agenda to protect strategic sectors.
  • It covers Class 3–8 trucks and related components entering the United States, according to the administration.
  • U.S. Department of Commerce data show $32.41 billion in truck, bus and special-vehicle imports from January to July, with about $25.86 billion coming from Mexico.
  • Heavy-duty models from major makers are mostly built in the United States, while many medium-duty trucks from Ford, General Motors and Stellantis are produced in Mexico.
  • Analysts warn of higher manufacturing costs, potential price increases and supply-chain adjustments, as Mexico’s president says she has consulted automakers and notes some plant closures were unrelated to the tariffs.