The U.S. Commerce Secretary is investigating the national-security impacts of importing medium-duty and heavy-duty trucks and their parts under section 232 of the Trade Expansion Act, according to a draft document on the federal register. (The Logic)

Talking point: It’s unclear how the U.S. investigation, which focuses on vehicles over 10,000 pounds, will affect firms like General Motors and Ford, which make some versions of their Silverado Heavy Duty pickups and forthcoming Super Duty trucks in Canada. Heavy-duty trucks were spared from the auto tariff program announced by Trump in late March targeting sedans, SUVs, crossovers, minivans, cargo vans and light trucks. Meanwhile, Trump indicated on Tuesday that he is considering raising auto tariffs on Canada, creating confusion after reports that his administration could ease tariffs on the auto sector, such as exempting autos from steel and aluminium tariffs or exempting auto parts that qualify for the United States-Mexico-Canada (USMCA) trade pact.