U.S. plans to impose a 25% duty on imported heavy trucks starting Oct. 1<\/a>, Trump announced in a post on Truth Social, without providing more details. Daimler Truck shares fell as much as 4.9% in Frankfurt, while Traton\u2019s stock dropped 3.1%. Both companies operate assembly sites in Mexico that may be affected by the levies.\n \t \t\t<\/p>\nShares of Sweden\u2019s Volvo AB \u2014 which makes Volvo and Mack trucks locally \u2014 rose as much as 3.45% in Stockholm. The company may be better positioned than its peers because it relies less on manufacturing in Mexico, according to Bernstein analysts led by Harry Martin.<\/p>\n
Trump\u2019s latest moves add to mounting trade hurdles hitting the transport sector, with 15% duties on cars imported from the European Union weighing on the likes of Porsche AG and Volkswagen\u2019s Audi. The truck makers have in recent years made significant investments in new technologies including batteries and hydrogen fuel cells.\n \t\t<\/p>\n
The U.S. is Daimler Truck\u2019s largest market, where the company generates about 40% of its global sales with brands such as Western Star, Thomas Built Buses and Freightliner. The latter dominates the country\u2019s heavy-duty truck segment. Daimler Truck operates plants in North Carolina and Oregon but also ships in vehicles from Mexico, exposing it to potential cross-border disruptions sparked by tariffs. The company said it\u2019s closely monitoring the situation but too early for a more detailed comment.<\/p>\n
Traton had seen deliveries and orders slump on tariff uncertainty in the U.S. even before Trump\u2019s announcement. The truck maker in July flagged poor demand in North America and earlier this year cut a shift at an International Motors plant in Mexico. The company declined to comment on the tariffs.<\/p>\n
The local content of Volvo\u2019s U.S. trucks is between 60% and 70%, the company said in an email, adding that it still needs to import some components that aren\u2019t made in the country.<\/p>\n
\u201cWhat we have to go on at this stage is merely a Truth Social post,\u201d Volvo said. \u201cWe should wait to see the actual legislative proposal before we can fully assess its potential effects.\u201d<\/p>\n
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