TRUMP’S NEW TARIFFS POISED TO LIFT COSTS FOR TRUCKS, DRUGS AND CONSUMERS
President Trump’s latest sector-specific tariffs, including a 25% levy on imported heavy trucks effective Oct. 1, are expected to add upstream costs that ripple through freight and retail pricing, complicating the Fed’s inflation fight.
WHITE HOUSE SETS 25% TARIFF ON IMPORTED HEAVY TRUCKS STARTING OCT. 1
Commercial Carrier Journal reports the new duty targets “Heavy (Big!) Trucks” built outside the U.S., with industry watching closely for impacts on equipment pricing, ordering cycles and USMCA treatment for North American builds.
ATA WARNS NEW TRUCK TARIFFS COULD PUSH CLASS 8 PRICES ABOVE $220K
Transport Topics says ATA estimates a 25% import duty layered with the 12% FET could make new tractors prohibitive for many fleets, prompting longer trade cycles and dampening domestic manufacturing demand in the near term.
OEM STOCKS DROP ON U.S. HEAVY-TRUCK TARIFF; ANALYSTS FLAG PROFIT HIT
Reuters via Investing.com notes Daimler Truck and Traton fell after the U.S. announced a 25% tariff on imported heavy trucks, with Citi estimating hundreds of millions of euros in earnings impact if Mexico-built units are included.
U.S. TO IMPOSE 25% DUTY ON HEAVY-TRUCK IMPORTS OCT. 1, PRESIDENT SAYS
Anadolu Agency highlights the administration’s national-security rationale and accompanying threats of steep levies on other goods, as fleets weigh potential pass-through costs and near-term capex delays.
MEXICO’S HEAVY-TRUCK EXPORTS IN CROSSHAIRS AS U.S. TARIFF LOOMS
Mexico News Daily reports uncertainty over whether USMCA-compliant trucks assembled in Mexico will be exempt, with industry leaders warning of significant disruption if compliant units are not spared the 25% duty.
GLOBAL PRESS: NEW U.S. TRUCK TARIFFS MAY RAISE TRANSPORT COSTS
The Jakarta Post’s roundup underscores concerns that higher costs for commercial vehicles and parts could lift freight rates, with downstream effects on supply chains already navigating tariff volatility.
U.S. SLAPS NEW TARIFFS ON HEAVY TRUCKS, FURNITURE, DRUGS IN BROADER TRADE PUSH
Reuters coverage details the wider package of new import duties unveiled late Thursday, adding uncertainty for equipment buyers and shippers heading into peak season planning cycles.
ADMINISTRATION ROLLS OUT NEW TARIFFS ON HEAVY TRUCKS, FURNITURE, PHARMA
Initial details from the Washington Post outline a 25% heavy-truck tariff alongside steep duties in other sectors, setting the stage for legal, trade, and sourcing questions from fleets and OEMs alike ahead of Oct. 1.
FREIGHTWAVES: MEXICO TRUCK OUTPUT, EXPORTS UNDER PRESSURE AMID TARIFF SHOCKS
Reporting from FreightWaves points to sharp declines in Mexico’s heavy-vehicle production and exports, as cross-border trucking braces for potential price hikes and order pushouts tied to U.S. tariff policy.
ITS LOGISTICS: SHIPPERS SHIFT TO ‘TARIFF ARBITRAGE’ AS UNCERTAINTY RISES
In its September report, ITS says more companies are tweaking routings, warehousing and timing to blunt tariff exposure, while drayage, warehouse and trucking markets show signs of softening heading into Q4 peak.
BREAKDOWN: HOW NEW U.S. TARIFFS ON DRUGS, FURNITURE AND TRUCKS COULD HIT AMERICANS
A consumer-focused look at the downstream impact of Thursday’s tariff package, including the 25% heavy-truck duty, with warnings about equipment costs and potential pass-through to retail prices.
MARKET WATCH: BROADER TARIFF WAVE ADDS TO FREIGHT, CAPEX UNCERTAINTY
Beyond trucks, Reuters notes the newest duties raise fresh questions for carriers, 3PLs and shippers already grappling with cross-border flows, pricing visibility, and whether to accelerate or pause fleet refresh plans.
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