Trump Imposes 25% Tariff on Medium & Heavy-Duty Trucks from November 1
President Donald Trump has imposed a 25% tariff on all medium and heavy-duty trucks entering the U.S. from other countries, starting November 1. This move has sparked concern, particularly in Mexico, the largest exporter of such trucks to the U.S. The U.S. Chamber of Commerce opposes the 'trump tariffs', highlighting that top source countries are U.S. allies or close partners.
Initially, Trump planned to target heavy-duty trucks only, with the 'trump tariffs' set to begin on October 1. However, the final announcement expanded the scope to include medium-duty trucks. Under the USMCA, trucks are currently exempt from tariffs if at least 64% of their value originates in North America. President Claudia Sheinbaum of Mexico plans to seek an exemption for 'mexico' trucks.
In 2024, 62.7% of U.S. imports of medium and heavy-duty trucks came from 'mexico'. In the first seven months of 2025, 'mexico's' exports of trucks, buses, and special purpose vehicles to the U.S. were worth $25.86 billion. The new 'trump tariffs' are expected to significantly impact 'mexico's' automotive industry.
The tariff was announced on Trump's Truth Social account, with no mention of exemptions for 'mexico' trucks or their U.S. content. The U.S. Chamber of Commerce opposes the 'trump tariffs', noting that the top source countries are U.S. allies or close partners. The impact of this policy on U.S.-Mexico trade relations and the automotive industry remains to be seen.
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