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The 25% tariffs on medium and heavy trucks have been rescheduled, set for November 1.
The 25% tariffs on medium and heavy trucks have been rescheduled. Previously, the Trump administration had announced they would take effect on October 1. However, a new implementation date has now been set for November 1, after officials reviewed appeals from companies concerned about the potential impact of the decision.
On October 6, President Trump shared a statement on Truth Social, announcing: “Starting November 1, 2025, all medium and heavy trucks entering the United States from foreign countries will be subject to a 25% tariff,” said President Trump.
New tariffs, new burden for the transportation industry
The decision to impose tariffs on medium and heavy trucks stems from the intention to protect U.S. manufacturers from what Trump described as “unfair foreign competition,” aiming to strengthen the domestic industry not only economically but also in terms of national security.
Trump’s announcement is tied to an investigation launched in April by the Department of Commerce to assess the potential national security implications of truck imports. This investigation was conducted under Section 232 of the Trade Expansion Act, which allows the imposition of import taxes on goods considered critical to national security.
The introduction of these new tariffs adds an extra burden to an industry already facing significant challenges, partly due to previous tariffs on steel and aluminum. Currently, the transportation sector is grappling with multiple issues, including environmental regulations, compliance with ELP standards, and other requirements. The implementation of additional restrictive measures only increases the pressure on transport companies.
Last year, the U.S. imported approximately 245,000 medium and heavy trucks, representing a trade volume of more than $20 billion, according to data from the Department of Commerce reported by Bloomberg.
The problem is that companies such as Freightliner, Mack Trucks, Peterbilt, and Kenworth could be affected by the tariffs. While these are American brands, their manufacturing operations are located both domestically and abroad, with exports to various markets. Thus, a measure intended to protect the U.S. market could end up harming it.
More tariffs ahead
These new tariffs are part of an increasingly broad sector-specific strategy led by Trump, who has already imposed duties on steel, aluminum, copper, automobiles, and auto parts. Starting October 14, new tariffs will be added on products like softwood lumber, kitchen cabinets, vanities, and upholstered wood furniture, with further increases taking effect on January 1.
Additionally, investigations are underway under Section 232 into potential tariffs on sectors such as solar panels, commercial aircraft, semiconductors, critical minerals, robotics, medical devices, and industrial machinery. This targeted approach gives Trump greater flexibility in the face of legal challenges to his broader national tariffs, which are currently under review by the Supreme Court, with hearings scheduled for November 5.
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