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U.S. President Donald Trump on September 25, 2025, announced a new round of tariffs that will cover medicines, vehicles, and household products. He said the United States will place a 100 percent tariff on imported branded drugs, a 25 percent tariff on heavy-duty trucks, and a 50 percent tariff on kitchen cabinets. Along with this, a 30 percent tariff on upholstered furniture will begin from next week.
Trump explained that the purpose of these tariffs is to protect American industries and workers from unfair foreign competition. He said that American companies are being damaged because a large number of imported products are entering the U.S. market, and many of them are sold at much cheaper prices compared to American-made goods. According to him, this “flooding” of products is creating problems for local businesses and weakening the strength of U.S. industries. He also connected this to national security, saying that if American manufacturers lose their ability to produce critical goods, the country could face serious risks in the future.
The President gave special attention to heavy-duty trucks. He said these new tariffs will benefit important American truck makers such as Peterbilt and Kenworth, which are owned by Paccar, and Freightliner, which is owned by Daimler Truck. He added that the United States needs to support truckers and truck manufacturing because they are essential to the country’s economy and safety. In his words, truckers must remain financially strong and healthy for the sake of the nation.
Mexico is expected to be the most affected by these tariffs. Reports show that imports of medium- and heavy-duty trucks from Mexico to the United States have tripled since 2019. Mexico is currently the world’s leading exporter of tractor trucks, with almost 95 percent of these vehicles sold to the U.S. every year. The country also has 14 manufacturers and assemblers of trucks, buses, and tractor trucks, along with two engine factories. Because of this strong production base, Mexico plays a major role in supplying vehicles and parts to the U.S. market.
Last year alone, the U.S. imported almost 128 billion dollars’ worth of heavy vehicle parts from Mexico, which made up about 28 percent of total American imports in this category. Mexico has argued that its trade in trucks benefits both sides. Officials explained that trucks made in Mexico usually include about 50 percent U.S. content, such as diesel engines, meaning the supply chain is deeply connected between the two countries. The Mexican government has already expressed opposition to these tariffs, warning that they will hurt not only Mexican manufacturers but also American companies and workers.
Big global companies also have plans in Mexico. Sweden’s Volvo Group is investing 700 million dollars in a new heavy-truck factory in Monterrey, Mexico, which is expected to begin operations in 2026. Chrysler-parent Stellantis is also producing Ram trucks and commercial vans in Mexico, showing that major international brands see the country as a strong base for manufacturing. The new tariffs could affect these companies’ long-term strategies and make their vehicles more expensive in the U.S. market.
The new tariffs are not limited to trucks. Trump also targeted several other industries. Imported branded medicines will now be taxed at 100 percent. This means foreign-made drugs will become far more expensive to buy in the United States. Trump argued that this step is necessary because large quantities of imported drugs are entering the market, putting pressure on American pharmaceutical companies.
Kitchen cabinets and bathroom products will face a 50 percent tariff. Trump said imports in this sector have become so large that American manufacturers are struggling to survive. Similarly, upholstered furniture such as sofas and chairs will soon face a 30 percent tariff. The President claimed that these industries too are being weakened by cheap imports, and the government must act to protect them.
Not everyone agrees with Trump’s approach. The U.S. Chamber of Commerce has raised concerns, pointing out that the top sources of these imports are countries like Mexico, Canada, Japan, Germany, and Finland. According to the Chamber, all of these nations are either allies or close partners of the United States, and they do not represent any danger to U.S. national security. Business groups fear that adding tariffs against friendly countries could harm trade relationships and increase costs for American families.
The Japanese Automobile Manufacturers Association has also opposed the new rules. They explained that Japanese companies have already reduced the number of trucks they export to the U.S. because they have increased production within the United States itself. According to them, placing new tariffs on their exports is unfair and unnecessary, as Japanese companies are already supporting American jobs through local manufacturing.
Trump’s government has carried out many national security investigations into imported goods over the past few years. His administration often argues that depending too much on other countries for important products can make the United States vulnerable. By imposing tariffs, Trump believes he is ensuring that the country maintains the ability to produce key goods within its own borders. Supporters of his strategy say that this approach will protect American jobs, strengthen industries, and reduce risks if global trade is disrupted in the future.
However, trade experts and critics warn that tariffs can sometimes do more harm than good. They point out that when the U.S. imposes tariffs, the cost of imported goods goes up. Businesses that rely on these products often pass on the higher costs to consumers, which means ordinary Americans end up paying more. In the case of trucks, higher costs for transportation may raise the price of groceries and other basic goods, creating more problems for families already struggling with inflation.
The announcement shows Trump’s continuing focus on trade battles and his promise to put “America First.” His supporters believe that these steps will give U.S. factories the protection they need to compete and grow. On the other hand, many business groups and trade experts worry that the tariffs could increase living costs, strain relations with friendly countries, and disrupt supply chains that connect the United States to its partners.
This new policy has set off strong debate inside the country and among America’s trade allies. While Trump sees the tariffs as a way to rebuild U.S. industry and protect national security, others see them as a risky move that may cause more economic pain for businesses and consumers. For now, it is clear that major industries such as trucks, furniture, and medicines will be deeply affected, and the impact of these tariffs will be felt on both sides of the U.S. border.
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