Overview
- The duties took effect on November 1 and cover Classes 3–8 vehicles and related components, alongside a separate 10% levy on buses.
- Trucks that meet T‑MEC rules of origin may be exempt or taxed only on non‑U.S. content, some component relief is temporary, and buses do not receive equivalent breaks.
- From January to July 2025 the U.S. imported $32.41 billion in trucks, buses and special vehicles, roughly 80% from Mexico, highlighting that country’s outsized exposure.
- The impact falls mainly on medium‑duty models built in Mexico for Ford, GM and Stellantis, while heavy‑duty trucks from Daimler Truck North America, Navistar/International, Paccar and Volvo are largely U.S.-assembled.
- Mexico’s President Claudia Sheinbaum said her government is in direct talks with automakers on mitigation, as industry groups and analysts warn of higher costs and possible production shifts, including estimates of up to $35,000 more for a new tractor in the U.S.