Trump says 25% tariff on foreign-made trucks coming Nov. 1

What they're saying: "Beginning November 1st, 2025, all Medium and Heavy Duty Trucks coming into the United States from other Countries will be Tariffed at the Rate of 25%," Trump said in a post on Truth Social.

• In late September, Trump signaled that the big-truck tariffs were coming at the start of October, an effort to "protect our Great Heavy Truck Manufacturers from unfair outside competition," he wrote on social media.

The White House did not release a fact sheet further detailing the tariffs.

What to watch: Until now, foreign trucks manufactured in Mexico could be imported tariff-free — assuming they complied with the terms of the U.S.-Mexico-Canada Agreement negotiated by Trump during his first term.

• A separate 50% tariff on imported aluminum and steel have raised costs for American truck makers.

Between the lines: Trump's piecemeal approach to tariffs is frustrating to auto industry leaders, who want the administration to focus on renegotiating the U.S.-Mexico-Canada Trade Agreement, so that all companies will face a level playing field when it comes to tariffs.

Catch up quick: Monday's announcement follows a Commerce Department investigation into whether foreign-made trucks pose a national security threat, a probe initiated in April under the Section 232 trade authority.

The bottom line: The heavy-duty truck tariffs are a sign that the Trump administration is expanding global tariffs on a sector-by-sector — instead of country-by-country — basis.

Joann Muller contributed reporting.