I don't know enough about the topic, so take this with a grain of salt, but I wouldn't be surprised if the market for small trucks isn't big enough to justify a

I don't know enough about the topic, so take this with a grain of salt, but I wouldn't be surprised if the market for small trucks isn't big enough to justify a NAFTA facility, but the 25% tariff on imports is enough to make importing light trucks (which are immensely popular in a lot of the world) a non-starter. That is, consider a bare-bones light truck with MSRP of $18K. After the tax, it becomes 23K. You can get an F150 for 28K, so in America you might as well get the bigger truck. Whereas if it were $18K vs $28K that would draw some of the market towards the smaller imported truck. And if some of the market is drawn towards the import, domestic makers might be forced to compete (e.g. with the Ranger).