The 25% tariffs on medium and heavy trucks imported to the United States took effect on November 1, 2025, heavily impacting Mexico as the main supplier. This measure is part of the trade war driven by President Donald Trump and stems from a national security investigation. Mexico supplied nearly 80% of U.S. imports of these vehicles from January to July this year.
The measure imposes a 25% tariff on class 3 to 8 trucks, including medium and heavy vehicles weighing over 10,000 pounds, as well as related components. It also applies 10% to buses. Initially announced for October, implementation was confirmed for November 1 following an investigation started in April 2025 by the U.S. Department of Commerce under Section 232 of the 1962 Trade Expansion Act.
This law allows duties on imports deemed critical to national security, citing predatory trade practices by foreign suppliers. Mexico, as the primary source for these vehicles to brands like Ford, General Motors, and Stellantis, faces the greatest impact, with much of its medium truck production aimed at the U.S. market.
In contrast, 99% of heavy trucks from manufacturers like Daimler Truck North America, International, Paccar, and Volvo are produced in U.S. territory, limiting their direct effects. According to Commerce Department data, between January and July 2025, the United States imported $32.41 billion in trucks, buses, and special vehicles, of which $25.86 billion—nearly 80%—came from Mexico.
The decision exacerbates existing pressures on the industry, such as 50% tariffs on steel and aluminum, and 25% on automobiles. While proponents claim it bolsters domestic manufacturing, it raises concerns in Mexico over impacts on exports and jobs in the automotive sector.