25% U.S. TARIFF ON IMPORTED MEDIUM- AND HEAVY-DUTY TRUCKS TAKES EFFECT TODAY
The White House’s Section 232 action hits imported Class 3–8 trucks with a 25% duty starting Nov. 1, with Mexico the most exposed import source and OEMs warning of higher equipment costs and procurement uncertainty.
WHITE HOUSE PROCLAMATION DETAILS: WHO PAYS WHAT UNDER NEW TRUCK TARIFFS
Guidance clarifies a 25% duty on trucks and parts and a 10% levy on buses, with USMCA-qualified vehicles charged only on non‑U.S. content and a 3.75% offset credit for U.S.-assembled trucks to blunt parts costs.
SEMA: TARIFF CLOCK STARTS 12:01 A.M. NOV. 1 FOR TRUCKS AND KEY COMPONENTS
Industry groups remind importers the 25% duty applies at entry or withdrawal from warehouse after 12:01 a.m. ET Nov. 1, covering engines, transmissions, tires, chassis and more, with carveouts tied to USMCA rules of origin.
LAW FIRMS URGE SHIPPERS TO PREPARE DOCUMENTATION AS NEW TARIFFS KICK IN
Trade advisers say importers should verify HTS classifications, origin content calculations and bonding strategies, noting special treatment for USMCA‑qualified vehicles and a parts offset program for U.S. assemblers.
CUSTOMS BROKERS: WHAT CROSS‑BORDER CARRIERS NEED TO KNOW ABOUT NOV. 1 TRUCK DUTIES
Broker advisories outline how the 25% duty will be assessed on full vehicle value for non‑USMCA trucks and only on non‑U.S. content for qualifying units, plus timing and documentation expectations at ports of entry.
OVERDRIVE: USMCA CONTENT CAN LIMIT DUTY BURDEN AS 25% TRUCK TARIFFS BEGIN
A White House fact sheet indicates USMCA‑qualified heavy trucks will be charged on non‑U.S. content only, and sets a temporary exemption for USMCA‑compliant parts until Commerce establishes a content‑based process.
U.S.–CHINA PAUSE DUELING PORT FEES, EASING OCEAN FREIGHT UNCERTAINTY FOR SHIPPERS
A one‑year suspension of reciprocal port charges aims to stabilize vessel deployments and costs after fees on China‑linked and U.S.‑linked ships disrupted schedules and tightened capacity on key trade lanes.
ANALYSTS: EVEN WITH PORT-FEE TRUCE, CARRIERS MAY STICK WITH REDEPLOYED FLEETS FOR NOW
Given the late‑hour suspension, liner operators are expected to keep contingency routings in place through peak season, limiting near‑term capacity swings despite the U.S.–China fee pause.
RHODE ISLAND: I‑95 WEEKEND LANE CLOSURES IN PROVIDENCE RESUME NOV. 1 FOR BRIDGE REPLACEMENT
RIDOT will close lanes on I‑95 North/South from Friday night through early Monday (Nov. 1–4) to swap in a new Elmwood Avenue overpass, advising truckers to expect delays and consider Route 10/I‑295 detours.
OLD DOMINION TO IMPLEMENT 4.9% GENERAL RATE INCREASE STARTING NOV. 3
The LTL carrier cites rising costs for real estate, equipment and wages; minimum charges will also increase across intrastate, interstate and cross‑border lanes as pricing discipline tightens into peak season.
UPS TOPS Q3 EXPECTATIONS, LIFTS Q4 REVENUE OUTLOOK INTO HOLIDAY PEAK
Cost cuts and mix improvements drove an earnings beat and brighter Q4 revenue guide, with parcel networks preparing for surcharges and volume spikes that will ripple through truckload and final‑mile capacity.
XPO Q3 BEAT SIGNALS CAUTIOUS IMPROVEMENT IN LTL AMID PROLONGED FREIGHT DOWNTURN
XPO posted better‑than‑expected profit and revenue as AI‑driven routing and labor planning lifted margins, with management expressing guarded optimism for a 2026 demand pickup despite current softness.
TTNEWS: ADMINISTRATION CONFIRMS NOV. 1 START DATE FOR 25% TRUCK IMPORT DUTIES
After a one‑month delay from the original Oct. 1 timeline, the tariff is live—capping weeks of lobbying and leaving fleets to reassess sourcing, lead times and 2026 equipment budgets.
REMINDER: PRESIDENT SHIFTED TARIFF EFFECTIVE DATE TO NOV. 1 AND EXPANDED SCOPE TO MEDIUM‑DUTY
A Truth Social post earlier this month moved the start to Nov. 1 and extended the 25% levy beyond heavy duty to include medium‑duty trucks, broadening exposure across vocational and delivery segments.
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