On Friday, October 18, 2025, President Donald Trump signed executive orders that approved significant tariff relief for U.S. auto and engine production while simultaneously setting new 25% duties on imported medium‑ and heavy‑duty trucks and parts, effective November 1.
The relief removes or reduces tariffs on domestically produced vehicles and engines, potentially lowering import costs for components that GM sources from foreign suppliers. At the same time, the new 25% tariffs target imported trucks and parts, which could raise costs for GM’s supply chain if it relies on foreign‑made heavy‑duty vehicles or components.
For General Motors, the tariff relief offers a modest benefit by easing pressure on domestic production costs, but the additional duties on imported trucks may increase expenses for imported parts and vehicles, creating a mixed but overall moderate positive impact on the company’s cost structure.
The regulatory change underscores the evolving trade environment and signals that GM will need to adjust its sourcing and production strategies to balance the benefits of domestic tariff relief against the higher costs of imported truck components as the new duties take effect on November 1.
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