President Donald J. Trump posted on Truth Social on Monday that medium- and heavy-duty trucks would face a 25% tariff starting Nov. 1.
Last month, the president said heavy-duty trucks would face a 25% tariff starting Oct. 1. On Oct. 6, he seemed to move that deadline to Nov. 1 in a post on Truth Social.
The tariffs are the result of a Section 232 investigation. The name refers to the section of the Trade Expansion Act that allows for tariffs on national security grounds.
Mexico is the largest importers of trucks to the U.S. That country says it's waiting for official publication of the tariffs before deciding on a response.
"There are tariffs announced, but not yet published," says Economy Minister Marcelo Ebrard. "I prefer to see what each one includes once they are published. Then we will establish a position."
Ebrard also confirmed the country is communicating with U.S. Commerce Secretary Howard Lutnick on the measures.
Mexican President Claudia Sheinbaum said Sept. 29 she expects some consideration from the U.S.
"We're already in talks, hoping there's some consideration for Mexico," Sheinbaum says. "If not, I'd have problems even in the United States."
Canada is also a leading producer of trucks and truck parts, and Trump's most recent announcement comes just a day before the president meets with Canadian Prime Minister Mark Carney.
The talks are expected to revolve around the United States-Mexico-Canada trade pact, or USMCA. It is unclear whether the trucks and other goods previously covered by the USMCA will be exempt from the tariffs. The pact is due for review in 2026.
"Canada and the U.S. each launched consultations last month that will inform preparations for the first joint review of CUSMA," the prime minister's office says. "The prime minister's working visit will focus on shared priorities in a new economic and security relationship between Canada and the U.S."
