Overview

• President Donald Trump announced the measure on Truth Social, citing national security under Section 232‑style authority.
• Roughly 80–82% of U.S. medium and heavy truck imports come from Mexico, putting multi‑billion‑dollar trade at risk based on 2025 flows of about $20–25 billion.
• It remains unclear if the new 25% applies in addition to existing levies, which already pushed July’s average tariff on the category to about 10.7% after earlier actions covered most imports.
• USMCA rules could exempt trucks meeting regional content thresholds reported at 64% for heavy vehicles, but how any exemption will be administered has not been specified.
• Mexico’s President Claudia Sheinbaum said Economy Secretary Marcelo Ebrard is in talks with U.S. counterparts and she may seek a direct call with Trump to avert the tariff, as automakers and industry groups warn of higher costs and supply‑chain disruption.