Increasingly numerous Trump industry tariffs have welcomed a new addition.
According to CCTV News, on October 6th local time, US President Trump posted on his social platform “Truth Social” stating that starting November 1st, 2025, all medium and heavy-duty trucks imported into the United States from other countries and regions will be subject to a 25% tariff.
Like many White House announcements, this statement lacks many key details, such as whether the new tariffs will affect automotive imports protected by the US-Mexico-Canada Trade Agreement.
For context, Trump initially stated at the end of September that he would impose tariffs on medium and heavy-duty trucks starting October 1st. Due to intense lobbying by automakers, this timeline was forced to be postponed. This statement is directly related to the Section 232 investigation into imported trucks launched by the US Department of Commerce in April this year, primarily targeting medium and heavy-duty trucks and components with a load capacity exceeding 10,000 pounds.
For automakers already impacted by steel and aluminum tariffs, the new truck tariffs could further increase the cost for the US logistics and construction industries to purchase specialized vehicles.
At the same time, there are also reports that a number of automakers are in a state of “jostling against each other.” According to informed sources, Stellantis is urging the Trump administration to exempt or reduce tariffs on its medium-duty Ram pickup trucks produced in Mexican factories. Competitors General Motors and Ford Motor expressed opposition, stating that this would give Stellantis a cost advantage compared to US automakers who pay import tariffs on components.
US Department of Commerce data shows that last year the country imported nearly 245,000 medium and heavy-duty trucks, with a trade value exceeding $20 billion.
Several manufacturers may be affected by the new tariffs. International Cars, Ltd. (formerly Navistar) has the highest reliance on imports, with approximately 98% of the trucks it sells in the US produced in Mexico, followed by Daimler at about 83%. In contrast, Paccar and Volvo sell trucks in the US that are almost entirely domestically produced.
The new truck tariffs will also join the list of Trump administration industry tariffs. Previously, imported steel, aluminum, copper, pharmaceuticals, automobiles, and automotive parts have been added to this list. Additional tariffs on softwood lumber, cabinets, vanities, and upholstered wood products will take effect on October 14th, with some rates set to increase further next year.
Furthermore, Section 232 investigations on solar panels, commercial aircraft, semiconductors, critical minerals, robotics, medical equipment, and industrial machinery are still ongoing.
Just as industry tariffs are proliferating, Trump’s so-called “reciprocal tariffs” and “fentanyl tariffs” are facing legal challenges. The US Supreme Court is scheduled to hold a hearing on November 5th to hear arguments on the legality of Trump invoking the International Emergency Economic Powers Act to impose tariffs. The Trump administration previously lost cases in both the US Court of International Trade and the Federal Circuit Court of Appeals.
US Treasury Secretary Besant and other officials have stated that if the Supreme Court ultimately rules against the Trump administration, the tariffs that the Trump administration may need to refund by next June could amount to up to $1 trillion.
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