2025-10-11
According to recent news, the U.S. government has announced new tariff policies set to take effect in November 2025. The key measures include a 25% tariff on imported medium and heavy-duty trucks and a potential 100% additional tariff on all Chinese goods.
Here is a summary of the new U.S. tariff policies for November:
Tariff on Imported Trucks
1.Policy Rationale: This tariff is based on a Section 232 investigation launched in April 2025, which concluded that reliance on imported trucks threatens U.S. national security and the domestic logistics chain . The goal is to protect American manufacturers and jobs .
2.Scope and Impact: The 25% tariff applies to all imported medium- and heavy-duty trucks (generally those over 6 tons or 10,000 lbs) .
1)Mexico is the primary target, as it is the largest exporter of such trucks to the U.S., shipping over 150,000 units in 2024 .
2)Major affected companies include Freightliner (Daimler Truck), International Motors, and Stellantis (Ram trucks), which rely heavily on production in Mexico .
3)Trucks that meet the USMCA (U.S.-Mexico-Canada Agreement) rules of origin, which require a certain percentage of North American content, may be exempt from the new tariff .
🇨🇳 Potential 100% Tariff on All Chinese Goods
1.In a separate announcement on October 10, 2025, former President Trump stated that the U.S. will impose an additional 100% tariff on all goods imported from China, effective November 1, 2025, or possibly earlier . This tariff would be applied on top of existing duties. The stated reason is what he described as China's "aggressive position" on trade .
2.Concurrently, the U.S. also plans to implement export controls on "any important software," with potential future expansions to include aircraft and parts .
Context and Challenges
1.It's important to note that these tariff announcements are part of a broader trade policy. The current administration has also imposed or proposed additional tariffs on other items like steel, aluminum, and wooden cabinets .
2.Furthermore, the legal authority to levy tariffs under Section 232 is being challenged. The U.S. Supreme Court is scheduled to hear arguments on the legality of these tariffs in early November , which could impact the implementation of the new policies.
I hope this summary of the new U.S. tariff policies is helpful for your product launch preparations. Please note that these policies are subject to the official legal process.