Trucking Industry Tariffs in 2026 (Full Guide)

The trucking industry remains at the center of economic upheaval as tariffs continue to reshape operational costs and supply chain dynamics heading into 2026. With Section 232 tariffs on heavy-duty trucks now in effect and the freight recession extending into its fourth year, fleet operators face unprecedented cost pressures—from equipment purchases to cross-border freight operations.

For fleet managers, understanding these changes isn't optional. This guide breaks down the current effects of tariffs on the trucking industry, how they influence daily operations, and practical strategies fleets can adopt to protect profitability.

Key Takeaways:

• Truck prices could rise $35,000 per vehicle, according to the American Trucking Associations, with total new Class 8 costs potentially reaching $238,000, including the federal excise tax
• 100,000 truckers are directly affected by cross-border freight disruptions, hauling 85% of surface trade with Mexico and 67% with Canada
• Fuel savings offer controllable cost relief—with diesel prices falling to $3.50/gallon and projected at $3.47 for 2026, strategic fuel management can offset rising equipment costs
• Small carriers face disproportionate impact—91.5% of trucking companies operate 10 or fewer trucks and lack the capital reserves to absorb tariff-driven price increases

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Understanding the Current Tariffs

The U.S. administration has implemented a series of tariffs aimed at regulating trade with key partners. These policies now include:

• 25% tariffs on imports from Canada and Mexico under Section 232, with heavy-duty trucks (Class 3-8) specifically targeted as of November 1, 2025. USMCA-compliant vehicles are exempt, with tariffs applied only to non-U.S. content.
• Up to 125% tariffs on imports from China on many goods, with steel and aluminum facing 50% duties under Section 232. The de minimis exemption for small parcels was eliminated in May 2025.
• Higher duties on auto parts, steel, aluminum, and other critical commercial vehicle suppliers to the trucking industry

These tariffs directly affect the costs of purchasing trucks, maintenance equipment, and raw materials used in manufacturing. According to the American Trucking Associations, a 25% tariff could increase the price of a new truck by as much as $35,000—representing a $2 billion annual tax on the industry and putting new equipment out of reach for many small carriers. Fleet operators and trucking companies must prepare for price fluctuations and potential disruptions in their logistics networks.

Immediate Effects on the Trucking Industry

The tariffs are directly impacting the trucking industry by increasing equipment costs, reducing freight volumes, and disrupting cross-border operations. Higher import duties on trucks and parts raise upfront investments for trucking companies, while inflated consumer prices weaken freight demand, leading to fewer shipments and tighter profit margins.

Here are the immediate effects of tariffs on the trucking industry:

1. Increased Costs for New Trucks and Equipment

With tariffs raising the prices of imports, the costs of purchasing new trucks and parts are climbing significantly. Nearly 50% of Class 8 trucks sold in the U.S. are imported from Mexico, and 43% of all truck parts come from foreign suppliers. S&P Global Mobility estimates the net impact on new truck prices could reach 9%, potentially reducing demand by as much as 17%.

ACT Research projects Class 8 truck prices will increase approximately $10,000 in 2026 due to tariffs alone. When combined with the 12% federal excise tax on tariff-inflated prices, total costs for a new heavy-duty truck could reach $238,000—up from the current average of $170,000.

For truckers discussing the situation on industry forums, the reality is hitting immediately. One fleet owner on TruckersReport.com reported $3,500-$7,000 tariff surcharges per truck from manufacturers, with prices increasing weekly for orders placed after tariff implementation.

2. Potential Decrease in Freight Volumes Due to Higher Consumer Prices

Higher tariffs on imported goods increase consumer prices, leading to reduced spending. This results in lower freight volumes, directly affecting trucking companies that rely on high shipping demand. Cross-border truck freight declined approximately 5% in May 2025, with Canada-bound freight dropping 14.5%.

The situation is compounded by what economists call a prolonged freight recession—now extending into 2026. According to Lindsay Bur, an economist at the American Trucking Associations, "We're not in recessionary territory in the traditional sense because we're not on the downswing, but we haven't seen the strong upswing or return to seasonality that people were expecting." A slowdown in consumer activity means fewer shipments and tighter profit margins.

3. Impact on Cross-Border Operations and Supply Chains

Trucking companies involved in cross-border transportation face significant new challenges. The 100,000 full-time truckers hauling freight between the U.S., Canada, and Mexico bear a direct and disproportionate impact from these trade policies.

According to the ATA, trucks move 85% of goods that cross the southern border and 67% of goods crossing the northern border. The tariffs disrupt existing trade agreements, leading to delays, regulatory hurdles, and higher operational costs for fleets moving freight across international borders.

Long-Term Implications

Beyond immediate concerns, the tariffs will bring lasting changes to the trucking industry, influencing manufacturing, trade policies, and industry-wide adaptation.

Here are the long-term effects of tariffs on the trucking industry:

Possible Shifts in Manufacturing Locations

In response to higher tariffs, many businesses may relocate manufacturing to domestic facilities or alternative countries to avoid rising costs. This shift could create new opportunities for trucking companies—some analysts suggest that domestic production could generate up to 400 truckloads for every one truckload of imported goods if reshoring occurs. However, it may also lead to temporary disruptions in established supply chains.

As businesses shift manufacturing locations to avoid tariffs, fleet operators may also face evolving fleet emissions regulations. The combination of EPA 2027 emissions standards (adding an estimated $15,000+ per engine) and ongoing tariffs creates compounding cost pressures. Compliance with new regional standards will be crucial for maintaining efficiency and avoiding penalties.

Changes in Trade Relationships and Agreements

With the U.S. Government leading new trade negotiations and the USMCA agreement up for renegotiation, existing agreements may be revised or replaced. A Supreme Court case challenging the administration's tariff authority under IEEPA could significantly impact outcomes in 2026—a ruling against the administration could result in tariff suspension and potential refunds of collected duties. Adjustments to policies on imports and exports will continue to shape the trucking industry, requiring companies to remain adaptable.

Adaptation Strategies Within the Trucking Industry

To maintain efficiency, many trucking companies will need to revise their logistics models, optimize routes, and explore alternative suppliers. Those who proactively adjust will be better positioned to handle shifting trade policies and economic pressures. The Owner-Operator Independent Drivers Association has warned that tariffs "have the potential to inhibit the recovery from a freight recession that has been acutely felt by America's small-business truckers."

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Strategies for Fleet Managers to Mitigate Impact

Fleet managers must adopt practical strategies to reduce operational risks and remain profitable amid the tariffs. By focusing on cost management, operational efficiency, and industry awareness, fleets can better navigate these economic challenges.

1. Cost Management and Efficiency Improvements

While fleets cannot control tariffs, they can control fuel costs—and with diesel prices falling to $3.50 per gallon (projected at $3.47 for 2026 according to the EIA), strategic fuel management offers meaningful savings. Reducing fuel consumption and increasing operational efficiency are essential for offsetting rising costs. Fleet managers can implement:

• Fuel card providers like AtoB, which offer discounts averaging $0.45-$2.00 per gallon to reduce fuel expenses. On 50,000 gallons annually, that translates to $22,500 or more in savings—meaningful against a potential $35,000 truck price increase.
• Vehicle telematics to optimize routes and minimize unnecessary mileage
• Predictive maintenance to prevent costly repairs caused by rising part prices

Alongside fuel-efficient technology, implementing a fleet driver coaching program can help fleets improve fuel economy, reduce idling, and minimize excessive acceleration—key factors in offsetting rising operational costs.

2. Exploring Alternative Supply Routes and Partners

With traditional trade routes affected, fleets must consider alternative suppliers and manufacturers. Diversifying sources for goods and materials can help reduce reliance on tariff-heavy imports and keep trucking operations running smoothly.

Experienced fleet operators recommend using customs bonded warehouses and foreign trade zones to defer duty payments and manage cash flow during periods of tariff volatility. Building relationships with multiple brokers and shippers—and monitoring trade flow trends—allows fleets to pivot lanes before they collapse.

3. Advocacy and Staying Informed About Policy Changes

Keeping up with news and regulatory updates ensures that trucking companies can anticipate changes. Engaging with industry organizations like ATA, OOIDA, and state trucking associations helps fleets voice concerns and advocate for policies that support transportation and logistics businesses.

4. Strengthening Cross-Border Logistics and Compliance

With tariffs creating additional complexities in cross-border operations, trucking companies must enhance their compliance strategies. Implementing customs compliance training, investing in technology-driven tracking systems, and streamlining documentation processes can help fleets maintain smooth international freight movement despite changing trade policies.

In addition to compliance measures, implementing a fleet driver coaching program can help trucking companies mitigate risks associated with new trade policies. Ensuring drivers are trained in safe cross-border procedures can prevent costly delays and improve operational stability.

5. Leveraging Data Analytics for Strategic Decision-Making

Fleet managers can use data analytics to gain better insights into cost trends, demand fluctuations, and supply chain disruptions. By monitoring key performance metrics, businesses can make informed decisions regarding route adjustments, fuel efficiency, and supplier selection to offset tariff-related increases in operational costs.

Industry analysts recommend a six-month planning horizon as policies settle—ACT Research and others suggest watching developments for "4-6 months" before making major equipment purchase decisions.

Leveraging AtoB Fuel Cards to Navigate Economic Challenges

The effects of tariffs on the trucking industry will continue to shape freight, logistics, and operational costs through 2026 and beyond. Trucking companies must prepare for higher costs, fluctuating freight demand, and shifting trade policies.

AtoB, a trusted fuel card provider, offers essential tools to help trucking businesses manage rising fuel costs. With fuel card discounts averaging $0.45 per gallon on diesel at truck stops (and up to $2.00 at select locations), fraud prevention features including $250,000 in fraud protection, and seamless integration with fleet telematics, AtoB provides fleets with financial flexibility during uncertain economic times.

For small carriers facing disproportionate tariff impacts, AtoB offers credit options without personal guarantees—critical when equipment costs are rising, and cash flow is tight. The card's universal acceptance at 99% of fuel stations eliminates network restrictions that can cost money on unfamiliar routes.

Fleet managers looking to mitigate the impact of tariffs and optimize transportation operations can benefit from AtoB's solutions. Staying financially resilient requires strategic planning, smart fuel management, and leveraging the right technology to maintain profitability.

Frequently Asked Questions

How do tariffs affect trucking companies specifically?

Tariffs affect trucking companies through higher equipment costs (import tariffs on heavy-duty trucks and medium-duty vehicles), increased maintenance expenses (steel and aluminum tariffs on imported truck parts), reduced freight volumes (as tariffs on imported goods decrease consumer spending), and disrupted cross-border freight operations with Canada and Mexico. The combined tariff impact can significantly reduce profit margins for motor carriers already struggling during the freight recession.

What is the current tariff rate on commercial trucks imported from Mexico?

As of November 1, 2025, commercial trucks (Class 3-8 heavy-duty trucks and medium-duty vehicles) imported from Mexico face a 25% tariff under Section 232. USMCA-compliant vehicles are exempt, with tariffs applied only to non-U.S. content. The automotive tariffs on heavy-duty trucks and imported truck parts have caused the American Trucking Associations to estimate new truck prices could increase by $35,000 per vehicle. The tariff impact on both heavy-duty trucks and medium-duty commercial vehicles has been substantial.

How much could tariffs increase the cost of a new Class 8 truck?

ACT Research projects Class 8 truck prices will increase approximately $10,000 in 2026 due to tariffs alone. When combined with the 12% federal excise tax on tariff-inflated prices, total costs for a new heavy-duty truck could reach $238,000—up from the current average of $170,000. These tariffs create higher prices across the commercial vehicle market, with S&P Global Mobility estimating demand could fall by 17%. Higher prices are expected to persist as long as tariffs remain in effect.

What strategies can trucking companies use to offset increased operational costs from tariffs?

Trucking companies can offset increased operational costs by reducing fuel costs through fuel card programs like AtoB (offering $0.45-$2.00 per gallon discounts), implementing telematics and route optimization, exploring alternative suppliers for truck parts, using customs bonded warehouses to defer duty payments, and delaying major equipment purchases until the tariff situation stabilizes. While trucking companies cannot control tariffs, they can control fuel costs to maintain profitability.

How long is the freight recession expected to last?

The freight recession is extending into its fourth year heading into 2026. According to the American Trucking Associations, the industry hasn't seen the expected return to seasonality. The combination of tariffs, reduced consumer spending, and disrupted trade flows has prolonged challenging conditions in freight markets. Industry analysts recommend trucking companies maintain a six-month planning horizon before making major equipment decisions. The freight recession's duration depends largely on how trade disputes resolve and whether tariffs lead to significant changes in freight patterns.

Will retaliatory tariffs from Canada and Mexico affect the trucking industry?

Yes, retaliatory tariffs from Canada and Mexico could have a significant impact. Both are important trading partners, with trucks moving 85% of surface trade with Mexico and 67% with Canada. If these countries impose retaliatory tariffs on U.S. goods, cross-border freight volumes could decline further, affecting the 100,000 truckers involved in international trade. The trade policy decisions made by the U.S. and its North American partners will continue to shape freight patterns and demand.

Conclusion

The trucking industry tariffs of 2025-2026 represent one of the most significant challenges facing fleet operators in recent memory. With tariffs driving new truck costs up by $35,000 or more, the freight recession extending into its fourth year, and cross-border freight operations facing unprecedented disruption, trucking companies must adapt quickly to survive.

The tariff impact touches every aspect of trucking operations—from equipment costs and truck parts to freight volumes and customer base. Tariffs on steel, aluminum, and imported goods have created a challenging environment where trucking companies must manage higher prices across virtually every expense category. Trucking companies that once relied on predictable trade flows between Canada and Mexico now face uncertainty as tariffs continue to reshape global trade patterns. The potential for additional tariffs or increased tariffs on specific goods means fleet managers must remain vigilant and adaptable.

However, while tariffs remain largely outside a fleet's control, fuel costs offer the most immediate opportunity to protect margins. That's where AtoB delivers real value. With fuel representing 30%+ of operating expenses for long-haul carriers, AtoB's average savings of $0.45-$2.00 per gallon translate to $22,500+ annually on 50,000 gallons—nearly offsetting a $35,000 truck price increase from tariffs alone.

Get started with AtoB and put more money back in your pocket—because every dollar saved on fuel is a dollar that fights back against tariffs.

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References:

1. https://www.trucking.org/news-insights/trucking-industrys-statement-new-tariffs
2.  https://www.cfib-fcei.ca/en/site/us-tariffs
3. https://www.iscmga.com/the-impact-of-higher-tariffs-on-the-transportation-industry/
4. https://www.eia.gov/petroleum/gasdiesel/