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US opens Section 232 probe into truck imports

  • On April 22, 2025, the U.S. Department of Commerce initiated a Section 232 investigation into the national security implications of importing medium- and heavy-class trucks and related components.
  • The investigation follows concerns over foreign dominance, potential export restrictions, and national security risks originally raised during the Trump administration's trade actions.
  • The investigation was launched under the direction of Howard Lutnick, the Commerce Secretary, to evaluate whether domestic manufacturing satisfies demand, explore global supply chain dynamics, and examine the concentration of imports from a limited number of foreign suppliers.
  • The Department set a 21-day public comment period starting April 25, 2025, noting imports, particularly from Mexico and Canada, have grown sharply, with Mexico tripling large truck imports since 2019.
  • The investigation could lead to new tariffs on trucks and parts, potentially raising costs for fleet owners and commercial shipping, while industry groups express concerns about tariff impacts amid ongoing freight recession.
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Sourcing Journal broke the news in on Tuesday, April 22, 2025.
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