Trump Sets Tariffs on Trucks and Buses and Extends Exemptions for Automakers

President Trump on Friday signed a proclamation that will impose a new 25 percent tariff on imported trucks, including big pickups and long-haul semis, extending duties that already apply to smaller vehicles.

The president also announced a 10 percent tariff on imported buses. Once these duties go into effect on Nov. 1, virtually all categories of vehicles not made in the United States will be subject to higher tariffs than when Mr. Trump took office.

The latest tariffs apply to every category of truck. Many of these vehicles were already being made in the United States, but some come from countries like Mexico, including some large pickups made by Ram, a unit of Stellantis. Parts for these trucks will also face higher tariffs, as car parts already do, though some exemptions will apply.

Some automakers, including Ford Motor, welcomed the president’s pronouncement, which they said would make the trade in large vehicles fairer. Under the previous tariffs, it could still be cheaper to manufacture a truck in Mexico than in Kentucky or Ohio.

Large pickups, often marketed as “super duty” trucks, are among the most profitable vehicles that Ford, General Motors and Stellantis make. Any changes in trade policy affecting those vehicles can have an outsize impact on those automakers’ profits, which have already suffered from tariffs on imported parts and on steel and aluminum. Those tariffs have also disrupted long-established supply chains.

Companies that already make most of their vehicles in the United States are likely to benefit from the new tariffs, while companies, like Stellantis, that produce many trucks in Mexico or elsewhere could suffer. Stellantis did not immediately respond to a request for comment Friday.