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50% Tariffs Will Cause Bike Prices to Soar, and One Bike Company is Actually Supportive

an image showing the tariff cost of each bike partCourtesy of People for Bikes
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The public comment period on a 50% tariff increase on aluminum and steel ends tomorrow, October 21, 2025. Initially, it looked like the bike industry wouldn’t be impacted by these new increases. 

However, that all changed a handful of weeks ago, with the proposed inclusion coming from an unlikely source. There are 95 requests for inclusion of derivative products to be included in the Section 232 aluminum and steel tariffs. Two of those requests, filed by Guardian Bikes and the Aluminum Extruders Council, asked to include bicycles, frames, and e-bikes to the mix.

Trade Expansion Act of 1962

Signed into U.S. law by then-President John F. Kennedy, the Trade Expansion Act’s main purpose was to give the president greater authority in trade agreement negotiations. Initially, the thought seemed to be to reduce tariffs and increase international trade.

But it also gave the president the authority to increase tariffs, especially in matters of national security. And this is precisely what Section 232 of the Act deals with.

Since 1962, there have been roughly 30 Section 232 investigations. Of those investigations, about half determined that the imports did not threaten national security, while the other half did. And, as a result, the standing president took action, such as increasing tariffs, on nine occasions.

This is spread out over more than 60 years, with some decades of history never seeing the article invoked. However, Section 232 has seen more use during the past and current Trump administration.

In 2018, we saw a 25% tariff increase on imported aluminum and steel products. Now, the proposed increase is 50%.

But Guardian Bikes Wants Increased Tariffs?

Along with the Aluminum Extruders Council, Guardian Bikes requested to have bicycles, frames, and e-bikes included in the tariff increase. If the inclusion requests are granted, these products will see a 50% tariff increase regardless of the country they are coming from.

Guardian’s reason? You can download and read the entirety of Guardian’s inclusion request here. A notable standout is the paragraph where the kid’s bike manufacturer discusses its upcoming manufacturing plant in Indiana.

“Earlier this year, Guardian Bikes announced a $19 million financing with JP Morgan Chase to launch the first large-scale bicycle frame manufacturing operation in the United States….The new facility—located in Guardian’s advanced manufacturing hub in Seymour, Indiana — represents a pivotal step in reshoring a critical industry that was once a cornerstone of American manufacturing but has been nearly entirely offshored for decades.”

While Guardian’s desire to bring manufacturing back to the United States is admirable, People for Bikes says it will be at the expense of others in the industry and the American consumer. Perhaps most importantly, there is currently legislation to bring bicycle manufacturing back to the States. People for Bikes sees this tariff hike as a major wrench thrown into what is already being worked on.

People for Bikes has closely followed these events and is responsible for reporting on much of the information we now know. They have written arguments against each point Guardian Bikes and the Aluminum Extruders Council have made, which they have dubbed “Talking Points.” 

People for Bikes is asking organizations to please share and submit their opinion during the public comment period that ends tomorrow. They have made commenting very easy, including templates and talking points for download. Check out their special website here for all the information needed to comment on both requests for inclusion.

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PHP
PHP
21 days ago

the “guardians inclusion request” link does not work

Zach Overholt
Admin
21 days ago
Reply to  PHP

It just worked for me, but there is a pretty big AWS outage going on today that the page says may be affecting certain aspects.

Steve
Steve
19 days ago
Reply to  Zach Overholt

It says 40 comments up top, but looks like most have disappeared. any idea what’s going on?

Zach Overholt
Admin
19 days ago
Reply to  Steve

We’re in the process of fixing it, but apparently someone was posing as the CEO of Guardian, and it wasn’t actually Brian commenting. The original comments were under a fake Guardianbikes email address, but with a different naming structure, and different IP address (likely a VPN, and on further inspection, at least one IP address that has been used by a known troll on the site prior). The actual Brian Riley reached out to me via email to address the situation. We’ve taken down the other comments as a result.

The real Brian replied to one of the fake comments, so when that comment got taken down it hid Brian’s response and all of the other responses to the fake comment. If you no longer see your comment, and it wasn’t specific to the (fake) comments by Brian, then please repost them as a stand alone comment.

From (the real) Brian Riley, “Whoever is posting under the name Brian Riley is not him. This is Brian Riley. If anyone would like to engage directly – send me an email at brian@guardianbikes.com

Robin
Robin
19 days ago
Reply to  Zach Overholt

Seriously? I believe that as much as I believe that Brian Riley really wants what’s best for the US bike industry and isn’t using a $19 million cash infusion and a. hard push for 50% tariffs on aluminum and steel bike stuff to gain an advantage over other US manufacturers. Gosh, it’s not like we ever hear anyone trying to.back away from statements by claiming that the text messages were fake, their account was hacked, or someone used a fake email address.

Zach Overholt
Admin
19 days ago
Reply to  Robin

Unfortunately, we’ve had extensive issues with specific troll(s) lately who have followed a similar pattern pretending to be someone else (including us).

H c
H c
18 days ago
Reply to  Robin

I mean, it’s really easy to create a fake email. What do you want the editor to do? Leave it as is? Let everyone to assume that it’s the real Brian, whether that’s true or not?

Robin
Robin
19 days ago
Reply to  Steve

And it seems some comments need approval.

Veso Mandaric
Veso Mandaric
21 days ago

There is no Code for Bicycle Manufacturing in OSHA Book!!!!!!!!!!!!!!!!!!!!!!!
Only Motorcycle & Bicycle Manufacturing????????????????
As such, Bicycle Manufacturers must follow regulations for Motorcycle industry.
MUCH STICTER
So, I closed my manufacturing business.

Joenomad
Joenomad
21 days ago

MAGA doesn’t ride bikes, they are the ones rolling coal on you in their carolina squat diesel trucks.

William Comer
William Comer
18 days ago
Reply to  Joenomad

I’m MAGA and have purchased my first mountain bike in 1983, raced mtb, criteriums and triathlons as well as many centuries. Liberals are seem to be so sure of their opinions and very few facts to back them up. I’m riding my Yeti A.R.C. after my early morning run.

Joenomad
Joenomad
18 days ago
Reply to  William Comer

Good for you. And your opinion is as valid as mine.

William Comer
William Comer
18 days ago
Reply to  Joenomad

What is your opinion about the tariffs the US has had to pay to other countries like Canada (butter) for example. I don’t like the squatted trucks, I drive an F150 and Jeep Wrangler.

steve
steve
18 days ago
Reply to  William Comer

You d know the tariff chart Trump used t justify his tariffs we completely bogus.https://www.factcheck.org/2025/04/trumps-misleading-tariff-chart/

William Comer
William Comer
17 days ago
Reply to  steve

I read the article, thank you. I’m sure there are economist that have a different take on tariffs than said article. pTrump has adjusted the tariffs constantly and the latest (today) news is that inflation has cooled more than expected which dispels the fears of the tariffs. pTrump uses the tariffs for negotiating, he’s trying to get the best deal for the USA. pTrump has been discussing this since the 1980’s. He was not a fan of our jobs being outsourced overseas. Trek moved production overseas and the price of a top of the line carbon trek hasn’t decreased with lower labor costs, the consumer hasn’t benefited though Trek’s profit margin did presumably?! There are domestic manufacturers producing carbon frames price competitive with Asian made frame (Ibis for example). Overall the tariffs are being used for negotiating trade deals. At least someone is trying to do what he thinks is best (millions voted for) for our country. I’m in Florida but I have traveled all over the USA, I’m sure the people back before NAFTA didn’t vote for the empty factories in Western PA and other areas. I hope pTrump is successful and we have a prosperous and safe nation. l

myke
myke
18 days ago
Reply to  William Comer

Who do you think pushed for those trails and bike lanes you ride in?

Out of all examples, you pick butter and not steel or Alu? Manufacturing jobs are not coming back to the USA. The is a fact, we are no longer an industrial nation. Look at the numbers: in the USA, manufacturing jobs have been in a long-term decline for a considerable time. Meanwhile, other industries have seen substantial growth. Creating trade wars in our state country is not only anti-capitalistic, but it also hurts the consumer.

William Comer
William Comer
17 days ago
Reply to  myke

Myke, I’m sorry I don’t understand your reference to trails and bike lanes? MAGA people don’t want bike lanes or trails? We need manufacturing to return, we can’t just be a nation of bankers and real estate. That’s not sustainable over time. What happens in a disaster or World War or even relationships going south between leaders. How do we get needed goods if we don’t manufacture them? Not a sound and safe strategy in my opinion. What is wrong with manufacturing here? It creates jobs other than paper pushing. I’m aware of tech jobs here and other manufacturing growth. Why not bring as much manufacturing here as possible. If it isn’t good then why are all the Asian countries begging for manufacturing? Because they know and understand it’s good for their economies.

PStu
PStu
17 days ago
Reply to  William Comer

The Trump administration has been rescinding transport grants that support bike trails or other non-car transportation infrastructure. So MAGA voters have effectively undermined biking. I submitted a comment on the proposal arguing that this would reduce access to affordable bicycles and undermine cycling, but this administration would see that as a feature rather than a flaw.

Joenomad
Joenomad
17 days ago
Reply to  William Comer

Another pointless comment.

William Comer
William Comer
17 days ago
Reply to  Joenomad

Your comments are so valuable…….sarcasm noted. I’m so glad I don’t have your outlook on life. Tomorrow morning I will be enjoying a wonderful gravel rides on the beautiful gravel roads of North Central Florida, you won’t even be a blip on my radar or thoughts. Take care.

Joenomad
Joenomad
17 days ago
Reply to  William Comer

Mr. Comer, you started with the negative attacks. If you read my initial comment, it was regarding the impact of knee-jerk tariffs by the current administration. I too will be riding my bike and not be bothered by your personal opinions.

William Leslie
William Leslie
17 days ago
Reply to  William Comer

Same here besides being a bike commuter since early 2005 My cycling has changed over the years mostly due to different work locations(being further away).

William Leslie
William Leslie
17 days ago
Reply to  Joenomad

You just assume.I dont own a car.Been a bike commuter for over 20 years.

Joenomad
Joenomad
17 days ago
Reply to  William Leslie

Never said that and you are doing the typical MAGA thing of putting fake statements out of one person’s comment.

KBD
KBD
20 days ago

They should offer the bike I want then (they won’t). Then what? Not going to buy a random bike from a company I’ve never heard of for what will be an inflated MUSA price. I mean I’m all for local production but yeah, prices for USA made frames is typically pretty high.

Last edited 20 days ago by KBD
Robin
Robin
20 days ago

Screw Guardian, doubly so since their request will screw cyclists, custom builders, and virtually everyone else in the US bike industry.

Last edited 20 days ago by Robin
William Leslie
William Leslie
17 days ago
Reply to  Robin

Glad im all set on my bikes.No desire for any others.

Ben p
Ben p
20 days ago

Does guardian make or assemble in the US. There’s a big difference and if it’s just assembly this seems like a massive self own.

Steve
Steve
20 days ago
Reply to  Ben p

They currently only assemble and have taken major investment to start manufacturing. But if you look at their marketing they have been selling their bikes as if they are manufactured in the US, calling their warehouse and assembly facility a “factory”

DAS60
DAS60
20 days ago
Reply to  Steve

I recall overhearing Fausto Pinarello complain during Interbike that he was having a hard time getting the cost of finishing a frame in Italy up over 50% of the total cost so he could put the made in Italy sign on it.

Aaron Powell
Aaron Powell
17 days ago
Reply to  Steve

I visited the Guardian Bikes factory Wednesday. I saw bundles of raw steel tubing get cut by lasers, then bent into shape in presses, welded into frames by robots, then powder coated on a line that has 3M a year capacity, then assembled. Wheels being built on 4 Holland machines.

They import some components still, but are working on setting up manufacturing for forks and rims now, and are aiming to produce everything in house.

It is a factory in every sense of that word.

Big Schill
Big Schill
20 days ago

While I agree that there should be tariffs on bikes, it should be phased in to give bike companies a chance to transition to US mfging. A 50% cliff will put many companies out of business

J R
J R
19 days ago

Like most folks, it seems to me that Guardian is talking its book. IOW, no surprise that folks who have taken on the risk of building a plant in the US want to put a tariff moat around their US production. If we go back to the founding of the country and its early history, tariffs were used to promote American industry.

I try to support American industry in my purchasing decisions. I wish Guardian the best and I support the idea of tariffs to promote American jobs. In my view, our political class (both sides of the aisle) and our business elits sold out regular Americans when they promoted the idea that we did not need manufacturing here in the States and they shipped good paying American jobs overseas so they could profit from cheap foreign labor and and lax foreign environmental standards.

All that said, the principal problem I have with the current tariffs is that they appear to have no economic grounding. IOW, why is the US Government picking the number for the tariff it is picking? From what I know (which is not a lot) it seems uneconomic to me. To me, having well-paying jobs in the US and maintaining US environmental standards (such as they are right now) are important. Therefore, the tariff amount should be based on making sure that lower labor and environmental standards in the foreign country are accounted for. At its most simplistic level, let’s say that a foreign country’s labor standards are 25% below the US’s and that the environmental standards are 25 percent below the US standards. Then there should be a 50 percent tariff to put the foreign manufacturer and the US manufacturer on a level playing field (with the foreign manufacturer likely having a permanent shipping cost disadvantage). This kind of tariff will also keep Guardian pricing in check because Guardian will not benefit from a tariff moat that creates a potential monopoly.

So, and at least to the extent that I have a half-baked understanding of what is happening, my problem is not with tariffs per se, but with uneconomic tariff rates that do not address wage and environmental disparities between foreign and US production.

Finally, I don’t know what the tariff rate should be where there is no longer any productive capacity for an item in the US and policy makers want to jump start US production from scratch. I can imagine that in this case the tariffs will be quite disruptive and will cause inflationary pressure (b/c, yes, we consumers pay for tariffs). This disruption will not be fun, particularly because we have been forced over the last 30 or so years to adapt to non-US production. This disruption will also hurt people with less money. While I don’t know what to do, I do know who to blame for what will be very trying times associated with first off-shoring and now re-shoring: the American political class (again, both sides of the aisle) and America’s business elites.

Enia
Enia
19 days ago
Reply to  J R

Tariffs are a non-starter for manufacturing stimulus if the gap is already too big. With other countries having laid down decades of work to build up infrastructure and ground supply chains, there is no way to build up manufacturing in the US while simultaneously adhering to model of economy the corporate-first administrations of the last 50 years have forwarded. This is because the infrastructure needs tons of state capital to be (re)built.
It is true that there are examples where efficient manufacturing can take place in the US, see Big Agro’s monocultures or Pork production in Iowa. But these have come with often irreversible environmental and social consequences and required heavy government subsidies.

Robin
Robin
19 days ago
Reply to  J R

Another bit of evidence for the idea these tariffs–and Guardian’s support for the tariffs–is that there is no extended period over which these tariffs are being phased in. It’s all at once. If a company wants to reshore its manufacturing, how the hell is it supposed to do that with a huge tariff levied all at once? It can’t…..well, it can’t unless it just got a $19 million loan from a bank.

It’s also not just about having cash to build a factory. You have to hire and train workers. You have to set up a supply chain. You have to insure that QC is up to snuff and rejection rates are where you want them. There’s loads more that has to happen. You’d still have to pay that tariffs on bike components for the bikes.

These huge instant tariffs aren’t the rising tide that lifts all boats. They’re the tsunami that kills people before they can even get to their boats.

Last edited 19 days ago by Robin
myke
myke
17 days ago
Reply to  Robin

I will take it one step further. We as a country have more to lose than everyone else. If China tomorrow said, We are no longer providing labor or resources to America.. The United States would be done. China would eventually figure things out. However, we wouldn’t be able to build the most basic tech.

Robin
Robin
19 days ago
Reply to  J R

I like how comments need approval now.

Josh Barincle
Josh Barincle
18 days ago

Sadly I can’t afford to bike now, it was expensive before but now not even worth the joy I used to get from it, wear items are too just expensive to replace and maintain, so I join protest walks now instead as my pastime.

Lawrence
Lawrence
17 days ago

This is insanity. Trade wars are not a one way street. The retaliatory tariffs from Canada cost me half of my Canadian business, and trump’s “51st state” comments cost the other half…all in the name of promoting American manufacturing? This couldn’t get any dumber.

Joenomad
Joenomad
17 days ago

Bikerumor admins, you can’t post such a politically charged topic and not expect comments and tense words from both ends of the spectrum. You get exactly what you asked for and filtering replies you don’t agree with will label your political leaning.

Zach Overholt
Admin
16 days ago
Reply to  Joenomad

@joenomad, not sure what you’re talking about. We’ve approved all comments from both sides on this story that haven’t been impersonating someone.

Joenomad
Joenomad
15 days ago
Reply to  Zach Overholt

Zach, most of your readers visit Bikerumor.com to get fulfillment from the various bike related stories and to not deal with the typical social media political nonsense. My personal opinion would request to leave those stories to the other media outlets. It appears that one of my replies was attached to the one person that was deleted.

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