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The Department of Commerce issued countervailing duty orders on certain chassis and subassemblies thereof from Mexico and Thailand on June 18, 2026, following affirmative final injury and subsidy determinations by Commerce and the USITC. The orders cover case numbers C-201-866 (Mexico) and C-549-855 (Thailand) and impose duties to offset foreign government subsidies.
The June 2026 order date reflects the conclusion of Commerce and USITC investigations that ran their statutory timeline from petition filing through final determination and injury finding. The structural driver is domestic chassis producers pursuing the standard AD/CVD remedy to address what they characterized as subsidized competition from Mexico and Thailand displacing US production.
AD/CVD proceedings are industry-petitioner driven; domestic chassis manufacturers, likely represented through a trade association or direct petitioner coalition, initiated these cases and shepherded them through both Commerce and USITC. Cross-pressure comes from large US trucking fleets and intermodal equipment providers who rely on offshore chassis supply and face higher landed costs under the orders.
Mexico and Thailand are both significant suppliers of transportation equipment to the US market under HS chapter 87. Mexico benefits from USMCA proximity but USMCA does not immunize exports from CVD orders when actionable subsidies are found. Thailand, without an FTA with the US, faces the full duty burden with no preferential offset. Neither country has a predictable WTO dispute path given the timeline for DSB panel proceedings.