Stock Markets March 26, 2026

Senators Seek National Security Probe of Mexican-made Heavy Equipment Imports

Bipartisan push asks Commerce to use Section 232 to examine moves of production to Mexico and duty-free treatment under USMCA

By Priya Menon
Senators Seek National Security Probe of Mexican-made Heavy Equipment Imports

Two U.S. senators have asked the Commerce Department to open a Section 232 national security investigation into imports of heavy construction and agricultural equipment produced in Mexico by manufacturers including Deere & Co, Caterpillar and CNH Industrial. The request, made in a letter to Commerce Secretary Howard Lutnick, coincides with a scheduled July review of the United States-Mexico-Canada Agreement and highlights concerns about production shifts, job losses and duty-free incentives.

Key Points

  • Senators Tammy Baldwin (D-WI) and Bernie Moreno (R-OH) asked Commerce Secretary Howard Lutnick to open a Section 232 national security investigation into imports of heavy construction and farm equipment made in Mexico by firms including Deere & Co, Caterpillar and CNH Industrial.
  • The senators want the probe to cover agricultural implements, construction and mining equipment, forestry equipment, heavy machinery, parts and derivatives, and they argued that duty-free status under USMCA encouraged production shifts to Mexico.
  • The action coincides with a scheduled July review of the United States-Mexico-Canada Agreement and follows reported layoffs tied to production moves, including CNH's 2024 closure affecting 222 workers in Racine, Wisconsin.

Two U.S. senators from opposite parties asked the Commerce Department on Thursday to initiate a national security review into imports of heavy construction and farm equipment made in Mexico by firms such as Deere & Co, Caterpillar and CNH Industrial.

The appeal, submitted in a letter to Commerce Secretary Howard Lutnick, requests an investigation under Section 232 of the Trade Expansion Act of 1962. That statute has previously been used to impose tariffs on items including steel and autos.

The lawmakers - Senator Tammy Baldwin, a Democrat from Wisconsin, and Senator Bernie Moreno, a Republican from Ohio - framed their request as timely, given the administration's plan for a scheduled review of the United States-Mexico-Canada Agreement in July.

In their communication, the senators asked that the probe encompass a range of categories: agricultural implements, construction and mining equipment, forestry equipment, heavy machinery, and related parts and derivatives. They argued that duty-free treatment under the USMCA has encouraged some producers to relocate manufacturing to Mexico.

The letter cites a specific example: CNH laid off 222 workers in Racine, Wisconsin, in 2024 while moving production to Mexico, Baldwin said. The senators pressed for policy responses to address what they described as an incentive to shift production across the border.

"These companies should not be allowed to eliminate American jobs, pay Mexican workers poverty wages and then ship products back to the U.S. for additional profit on the backs of our communities," the senators wrote.

CNH, Deere, Caterpillar and the Commerce Department were not immediately available for comment.

The request comes amid broader use of Section 232 by the administration. The Trump administration has applied 232 tariffs to copper, steel, aluminum, autos, auto parts, timber, furniture and trucks, and has been investigating other sectors, including pharmaceuticals. Officials have sought to restore tariffs that were previously struck down by the U.S. Supreme Court under a different law by relying on Section 232 and Section 301 of the Trade Act of 1974.

Senator Baldwin has previously criticized the administration's broad tariff strategy, while supporting more targeted action through measures such as Section 232. The letter from Baldwin and Moreno asks the Commerce Department to take that targeted route for heavy equipment and related goods produced in Mexico.


Contextual note: The senators requested a formal Section 232 investigation and recommended changes to USMCA provisions they say have incentivized relocation of production. The scope and timing of any Commerce Department response were not provided in the letter.

Risks

  • Potential alteration of USMCA provisions or enforcement could affect trade flows for heavy equipment and parts, with implications for manufacturing and supply chains.
  • Production shifts to Mexico and related layoffs create workforce and economic risks in affected U.S. manufacturing communities, particularly in heavy machinery and agricultural equipment sectors.
  • Broader use of Section 232 and Section 301 by the administration introduces uncertainty for industries previously targeted by tariffs, such as metals and autos, and for sectors under investigation like pharmaceuticals.

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