Overview
- President Donald Trump announced on Truth Social that all imported medium and heavy trucks will face a 25% duty beginning November 1, 2025.
- Mexico faces the greatest exposure, supplying roughly 80–82% of U.S. heavy‑truck imports and about $20–25 billion in exports at stake, according to cited data.
- Officials have not clarified whether the new levy stacks on existing duties or how exemptions will work for vehicles meeting USMCA regional content thresholds, currently about 64% and rising to 70% by 2027.
- A Supreme Court case on broader presidential tariff powers is set for early November, though reporting indicates sector‑specific measures under Section 232 may be unaffected.
- Industry filings note prior tariffs on steel, aluminum and copper have raised costs, and some manufacturers have suggested they could shift production to the U.S.; about 245,000 medium and heavy trucks worth over $20 billion were imported last year.