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Strategic Analysis of Trump 2.0 Policies and Their Potential Impact on the Off-Highway Equipment Industry

Publisher Frost & Sullivan
Published Oct 15, 2025
Length 71 Pages
SKU # MC20489548

Description

The United States has levied 25% tariffs on imports from Mexico and Canada—2 markets closely connected to the US auto market. Most brands in the United States depend on Mexico and Canada for sourcing and production. Coupled with retaliatory tariffs, near-term impacts to North American volumes and inflation can be sizable. Firms should prioritize real-time supply chain and inventory management to curtail shocks. Local sourcing and production capabilities are a need rather than a potential option, especially in large markets such as the United States.

In addition, auto, steel, and aluminum producers are expected to benefit from the rapid proliferation of AI, leveraging it to cut waste in their systems by automating tasks and increasing efficiency. AI will also enable automakers to rapidly advance their autonomous vehicle projects, leading to US automakers gaining a competitive advantage in this space.

However, the US government seems to prioritize ICE vehicles over electric ones, which will force automakers to realign their vehicle portfolios for the country. In the medium term, US off-highway equipment stakeholders are expected to lose their EV capabilities and related competitive advantages in the global market.

Table of Contents

71 Pages
    • Scope of Analysis
    • Why Is It Increasingly Difficult to Grow?
    • The Strategic Imperative 8
    • The Impact of Top 3 Strategic Imperatives on the Off-Highway Equipment Industry
    • Key Takeaways
    • Growth Drivers
    • Growth Restraints
    • Trump 2.0 Impact Analysis on the Off-Highway Equipment Industry
    • Domestic Production Versus Imports Exposure: Off-Highway Equipment OEMs
    • OEM Map of Imported Components
    • Off-Highway Manufacturing Sector's Trade In-Flow
    • Major OEMs' Reactions to US Tariffs
    • Tariff Impact on MSRP: Key OEMs and Equipment Types
    • Executive Orders Issued by US Presidents in the First 100 Days
    • List of Key Executive Orders Issued by Donald Trump
    • Section 1: Trump 2.0 Tariff Policy
    • Executive Orders With Possible Implications for the Off-Highway Equipment Industry
    • Off-Highway Equipment and Components Import Overview, Mexico to the United States
    • Key Off-Highway Equipment Components Manufactured in Mexico
    • Snapshot of Key OEMs and Tier I Supplier Plants in Mexico
    • Tariff Impact on the Mexican Off-Highway Equipment Industry: Key Takeaways
    • Off-Highway Equipment and Components Import Overview, Canada to the United States
    • Snapshot of Key OEMs and Tier I Supplier Plants in Canada 42 Strategic Analysis of Trump 2.0 Policies and Their Potential Impact on the Off-Highway Equipment Industry KBEE-42
    • Key Off-Highway Equipment Components Manufactured in Canada
    • Tariff Impact on the Canadian Off-Highway Equipment Industry: Key Takeaways
    • Off-Highway Equipment and Components Import Overview, China to the United States
    • Snapshot of Key OEMs and Tier I Supplier Plants in China
    • Key Off-Highway Equipment Components Manufactured in China
    • Tariff Impact on the Chinese Off-Highway Equipment Industry: Key Takeaways
    • Off-Highway Equipment and Components Import Overview, Germany to the United States
    • Snapshot of Key OEMs and Tier I Supplier Plants in Germany
    • Key Off-Highway Equipment Components Manufactured in Germany
    • Tariff Impact on the German Off-Highway Equipment Industry: Key Takeaways
    • Off-Highway Equipment and Components Import Overview, Japan to the United States
    • Snapshot of Key OEMs and Tier I Supplier Plants in Japan
    • Key Off-Highway Equipment Components Manufactured in Japan
    • Tariff Impact on the Japanese Off-Highway Equipment Industry: Key Takeaways
    • Growth Opportunity 1: Recalibrating the Supply Chain
    • Growth Opportunity 2: Protecting Select Product Lines
    • Growth Opportunity 3: Focusing on Innovation to Save Costs
    • Benefits and Impacts of Growth Opportunities
    • Next Steps

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