President Donald Trump levied “emergency” tariffs of 25% on goods imported from Canada and Mexico and 10% on imports from China, with no exemptions for vehicles or parts. The tariffs are set to take effect starting Feb. 4 for China and March 4 for Canada and Mexico, the latter date set after negotiations with Canadian Prime Minister Justin Trudeau and Mexican President Claudia Sheinbaum.

Affected vehicles built or assembled in Canada or Mexico include many of America’s top sellers, including full-size Chevrolet/GMC and Ram pickups, Toyota’s Tacoma pickup and RAV4 SUV, the Honda Civic and numerous additional models bearing those marques as well as Ford, Hyundai, Volkswagen, Lexus and Audi.

Only a handful of China-made vehicles are sold in the U.S., most notably the Lincoln Nautilus, Buick Envision and Volvo S90. The outgoing Biden administration finalized a ban on Chinese-branded vehicles in January.

Experts have warned new tariffs would raise prices for consumers and disrupt complex supply chains in the short term and require an overhaul of North American auto production in the long term.

In a statement that describes the supplier industry as the “backbone of U.S. manufacturing,” directors of the Motor & Equipment Manufacturers Association (MEMA) said the tariffs would “drive up costs for manufacturers, reduce investment in U.S. production and force job losses across the country.”

In a fact sheet accompanying the announcement, White House officials said the tariffs were intended to offset trade deficits and encourage manufacturers to move production to the U.S.

Trump invoked the tariffs under the International Economic Emergency Powers Act, framing the move as a response to the “extraordinary threat posed by illegal aliens and drugs” crossing U.S. borders. Sheinbaum agreed to send 10,000 troops to Mexico’s northern border as part of the agreement that led to the 30-day tariff enforcement pause.

This post was updated to change the effective date of tariffs on Canadian goods.