GM And Ford Want Trump To Stop Stellantis From Getting A Free Pass

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The Trump administration recently announced tariffs on heavy-duty trucks from Mexico

 https://www.carscoops.com/author/bradcarscoops-com/ 

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by Brad Anderson

4 hours ago

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• Stellantis requested a waiver from tariffs of up to 25 percent on pickups.
• GM and Ford oppose the waiver, citing unfair advantage to U.S.-built rivals.
• Trump administration duties could cost the Ram-maker nearly $2 billion.

General Motors and Ford are pushing back against Stellantis’ request for relief from a potential 25 percent tariff that could hit its medium-duty Ram pickups built in Mexico. The two automakers argue that softening or waiving the duty would give Stellantis an unfair advantage, calling instead for consistent rules across the industry.

Tariffs Under Review

In April, the U.S. Commerce Department launched an investigation into heavy truck imports, focusing on medium- and heavy-duty models in an effort to bolster domestic production. While Trump has already imposed a 25 percent duty on heavy-duty trucks, a final decision on medium-duty imports remains pending, despite his earlier pledge to announce one by October 1.

Read: Trump’s Tariff Deal Gives European Carmakers A Surprise Break But Another Industry Got Burned

It’s understood that Stellantis has been lobbying the administration in recent days about the possible import duty on medium-duty trucks. However, GM and Ford have been doing the same, urging the government not to give Stellantis any benefits over trucks assembled in the US with imported parts, which are already hit with tariffs.

As noted by Crain’s Detroit Business, Stellantis manufactured more than 200,000 Ram 2500 and 3500 medium-duty trucks at its Saltillo plant in Mexico in 2024. This plant alone generated an estimated $13.8 billion in revenue for Stellantis last year. New duties could cost it as much as $2 billion in adjusted operating income annually.

Ford Stands Firm

Ford recently backed the U.S. administration’s duty on heavy-duty trucks, which is hardly a surprise, as it builds all of its heavy-duty trucks in the United States.

“Ford appreciates the Trump administration’s recent direction on heavy trucks, which supports our shared goal of growing the America auto industry and US manufacturing,” the company’s chief communications officer Mark Truby said. “American autoworkers deserve a level playing field.”

It’s not yet clear when the Trump administration could decide on medium-duty truck tariffs.

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