Listeners, as of November 3, 2025, the landscape of US tariffs is undergoing major shifts that could impact United Kingdom exporters and trade relations with America. Effective November 1, new tariffs have been implemented on US imports of certain medium- and heavy-duty vehicles, parts, and buses. This action comes under Section 232 of the Trade Expansion Act of 1962, following findings by the US Commerce Department that imports in these sectors pose a threat to US national security. According to Cassidy Levy Kent, these tariffs aim to stabilize the market share of US-produced medium- and heavy-duty vehicles at around 80 percent, with a particular focus on products critical for military, emergency response, and freight movement. UK businesses exporting to the US in these categories need to closely examine the new tariff regime and seek out available exclusions and rebates highlighted in the latest proclamation.
The situation is also charged politically, with the Trump administration’s approach to tariffs facing a watershed moment at the US Supreme Court this Wednesday, November 5. Economic Times reports that the court is set to hear the landmark case Learning Resources Vs Trump, which will determine whether the president can use emergency powers under the International Emergency Economic Powers Act—IEEPA—to impose tariffs without Congress’s endorsement. This decision carries immense significance for the so-called “Liberation Day” tariffs, a hallmark of Trump’s trade policy. If the Supreme Court rules the tariffs unlawful, it could force the administration to roll back or halt the collection of these tariffs. These legal developments may unravel several recent US trade arrangements, including with the United Kingdom, which were negotiated while these tariffs and threats of further hikes loomed large.
The Institute of Export and International Trade highlights that this week stands to be pivotal for international tariff policy, not just due to shifting US legal interpretations, but also as the Bank of England reviews interest rate policies and International Trade Week gets underway in London. For UK exporters in particular, the possibility of the US having to withdraw or renegotiate tariffs could grant new leeway in upcoming trade deals. Yet, analysts caution that even with legal obstacles, former President Trump could still pursue similar tariffs under different statutes like Section 301 or Section 232, though these would require new investigations and justification, delaying any immediate action.
Multiple studies and press notes emphasize the tangible impact tariffs have had so far; AOL reports overwhelming evidence showing consumers in both the US and trade partner countries—including the UK—have borne up to 70 percent of the increased costs from tariffs. UK watchers should expect any upcoming US trade policy decisions to be reflected quickly in prices, supply chains, and negotiating leverage.
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