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Photo via Freightwaves
The Context
The freight that carries US-Mexico commerce is itself becoming a tariff target. ANPACT’s warning lands while truck trade sits at record volume and investors keep adding capacity, which is the uncomfortable combination: exposure rising fastest exactly where policy is least settled.
The Takeaway
- Tariffs on trucks tax the corridor itself, not merely the goods moving across it.
- Record truck trade volume means more exposure, not more safety, if new duties land.
- Price a tariff scenario into any Mexican logistics commitment you sign this quarter.
Source: Freightwaves