President Donald Trump announced on Oct. 6 that all medium- and heavy-duty trucks entering the United States will see a 25 percent tariff starting on Nov. 1.
The announcements are the latest step in the president’s global tariff regime, which has targeted multiple sectors and industries importing products from outside the United States.
Recent trade deals with Japan and the European Union also saw the United States agreeing to 15 percent tariffs on light-duty vehicles, but it’s not clear whether the same rate will be applied to larger vehicles.
Larger vehicles include delivery trucks, public utility trucks, garbage trucks, transit and shuttle vehicles, school buses, tractor-trailer trucks, semi-trucks, and heavy-duty vocational vehicles.
At the time, the Commerce Department said it was taking public comment in relation to the investigation.
The Chamber of Commerce noted that “imports of medium- and heavy-duty commercial trucks (commercial trucks) and parts used in their manufacture are sourced overwhelmingly from U.S. allies and defense partners.”
“The top five import sources ... are Mexico, Canada, Japan, Germany, and Finland, all of which are allies or close partners of the United States, posing no threat to U.S. national security,” the chamber stated.
Mexico is the world’s largest exporter of medium- and heavy-duty trucks to the United States. Imports of larger vehicles originating from Mexico have tripled since 2019 to roughly 340,000, according to a study released in January based on government statistics.
However, the United States–Mexico–Canada Agreement allows medium- and heavy-duty trucks to move across borders without tariffs if at least 64 percent of the heavy truck’s value comes from North America, including parts such as engines and axles, raw materials, and labor in assembly.
Chrysler’s parent company Stellantis may be affected by the new tariffs, as it produces heavy-duty Ram trucks and commercial vans in Mexico. Stellantis has lobbied the Trump administration to not impose new import duties on its Mexican-manufactured trucks.
“Eighty-eight percent of vehicles produced in Mexico are exported, with 76 percent destined for the United States,” the group said. “Mexico is the leading global exporter of tractor trucks, 95.1 percent of which are destined for the United States.”
Established automakers in Mexico include Audi, BMW, Ford Motor Company, General Motors, Honda, Hyundai, Jac by Giant Motors, Kia, Mazda, Mercedes-Benz, Nissan, Stellantis, Toyota, and Volkswagen.
The International Trade Administration also noted that Mexico is the fifth-largest manufacturer of heavy-duty vehicles used for cargo, hosting “14 manufacturers and assemblers of buses, trucks, and tractor trucks, and two manufacturers of engines.”







