President Trump’s proposed 25% tariff on imported cars and auto parts may seem like a play aimed at foreign automakers—but for the U.S. trucking and logistics sector, it signals a brewing storm. With supply chains already stretched thin, these tariffs risk upending well-established freight routes tied to auto production across North America. Fewer parts moving across borders means fewer loads for carriers—especially those serving major automotive hubs and just-in-time assembly lines.
In response to the growing concern of disrupted supply chains and a slowing economy, President Trump announced on April 14th that he may be giving exemptions to these tariffs for specific companies who are in the process of moving their manufacturing to the United States. While it is unclear who would qualify for these exemptions, the American Automotive Policy Council said that they appreciate being given the time to relocate their supply chain.