Economy Secretary Marcelo Ebrard stated that the recent decision by the United States government to impose tariffs on heavy vehiclesproduced outside its territory represents a violation of the current trade agreement with Mexico, since the units assembled in the country incorporate a high percentage of American content.

“The average percentage of U.S. components in the heavy vehicles we manufacture in Mexico is around 60%, maybe a little more, depending on the model,” the official explained.

Therefore, he insisted, the effective rate should be below 10% and the issue will be a high priority in the 2026 review of the free trade agreement , where Mexico will demand that parts and components of Mexican origin receive the same treatment as those of American origin.

Ebrard emphasized that the Mexican government will seek to implement discounts similar to those already received by light vehicles , in order to maintain the competitiveness of the automotive and transportation sector.

Regarding the importation of used vehicles , the secretary specified that the agreement signed with the Ministry of Environment and Natural Resources (Semarnat) will prevent the entry of thousands of highly polluting units, especially those over 10 years old and that do not comply with national and international standards.

“Without this regulation, by 2026 we would have tens of thousands of vehicles on the road in Mexico with safety and emissions conditions that leave much to be desired,” he warned.

According to Semarnat, diesel vehicles represent only 5% of the national automotive fleet, but generate 61% of polluting emissions, which is why the federal government seeks to move towards decarbonization and the gradual removal of diesel, in addition to encouraging Mexican transporters to access cleaner and safer units.

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El cargo EU violates treaty by imposing tariffs on heavy trucks: Ebrard apareció primero en T21.

US President Donald Trump posted on his Truth Social account that a 25% tariff on all medium and heavy trucks imported from other countries will go into effect starting November 1, 2025 .

The announcement adjusts the original date , planned for October, and maintains, according to the president, the intention of protecting American manufacturers under the guise of national security.

However, the decision has rekindled concerns in Mexico, where most of the production and export of heavy vehicles to the North American market is concentrated.

So far, the National Association of Bus, Truck, and Tractor-Trailer Manufacturers (ANPACT) told T21 that it has no precise information on the application of the tax or possible exceptions for Mexico. The official silence keeps the industry in a climate of commercial uncertainty .

Mexico is the world’s leading exporter of tractor-trailer trucks , and if other types of trucks are included, the United States accounts for more than 81% of foreign sales. Between January and August of this year alone, exports to that market reached 72,283 units , according to ANPACT figures.

The measure comes at a time of declining sales and puts pressure on the competitiveness of plants established in Mexico, which supply a large part of the North American market.

According to Luis Miguel Jiménez , partner at Von Wobeser y Sierra , previously consulted by T21, proving a risk to national security is complicated in this case, so the imposition of tariffs could be considered a violation of the USMCA .

He also warned that the price increases resulting from this measure would end up affecting the American consumer himself .

T21 anticipated this scenario in previous reports on the risks posed by the U.S. Department of Commerce ‘s investigation under Section 232 , the same law that now supports Trump’s argument. With the schedule now set, the Mexican industry faces key weeks of negotiation and legal analysis to mitigate an impact that could hinder its export leadership.

For her part, Mexican President Claudia Sheinbaum stated that her government will seek to reach an agreement with the United States before November 1 , the date the tariffs will take effect.
Sheinbaum reported that Economy Secretary Marcelo Ebrard is already in talks with U.S. authorities to address the issue and avoid impacts on bilateral trade .

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El cargo Change of date, November 1st, for the implementation of 25% tariffs on heavy trucks apareció primero en T21.