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U.S. Imposes 25% Tariff on Imported Medium and Heavy Trucks, Mexico Is Most Exposed

USMCA rules allow duty relief for qualifying trucks, unlike buses.

Overview

  • The new tariffs took effect on November 1 under a presidential proclamation by President Trump.
  • A 25% levy applies to Class 3–8 trucks and related components, while imported buses face a 10% duty.
  • U.S. Commerce Department data show $32.41 billion in January–July imports in this category, about 80% sourced from Mexico.
  • Medium trucks built in Mexican plants for Ford, GM and Stellantis bear the brunt, whereas most heavy trucks are assembled in the United States.
  • The measure includes USMCA-based exemptions for qualifying trucks and parts, extends certain U.S. manufacturer discounts to 2030, and adds an engine-assembly exception, as Mexico consults with automakers and analysts warn of higher costs and employment risks.