Wabash Welcomes Final U.S. Ruling on Unfairly Traded Chinese Trailer Imports; Canada and Mexico Investigations Advance Toward Final Decisions
The ITC issued a final affirmative injury determination on van-type trailers from China on September 25, 2026, clearing the way for Commerce duty orders stacking roughly 289% in AD/CVD/Section 232 charges on China-origin imports. Canada and Mexico face preliminary affirmative antidumping and countervailing determinations, with final Commerce decisions expected around December 17, 2026 and final ITC votes in early 2027; Wabash expects affirmative outcomes. Hyundai Translead and Vanguard together represent about 40% of U.S.
Key figures
- China ad rate
- 129.73% cash deposit / 130.86% margin (final)
- China cvd rate
- 134.75% (final)
- Section 232 tariff
- 25% of full declared value since April 6, 2026
- Us supplier sourcing
- about 95 percent
- Canada ad preliminary
- 4.29%-44.86%
- Mexico ad preliminary
- 3.21%-79.92%
- Fully stacked rate cimc
- 289.48%
- Final determination date
- on or around December 17, 2026
- Fully stacked rate hyundai
- 35.25%
- Added lafayette south capacity
- 10,000 units of dry-van capacity
- Total duties per china trailer
- About $101,300
- Competitor dry van capacity share
- approximately 40% (Hyundai + Vanguard)
- Declared value typical van trailer
- $35,000
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.