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According to ACT’s latest release of the North American Commercial Vehicle OUTLOOK, over the past decade, the EPA shifted its focus from the tailpipe to fuel economy. On January 6, the EPA released an Advanced Notice of Proposed Rulemaking (ANPR), which promises the return of demand altering regulations that target tailpipe emissions. On top of normal cyclicality is the expectation that the CARB and EPA ANPRs will ultimately transition into [potentially expensive] demand-swinging regulations in the coming decade.

Topics: logistics, NA CV OUTLOOK, Press Releases, class 5-8 trucks, class 8 trucks, commercial truck report, supply chain, medium duty truck, commercial vehicle sales data, truck market, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, HeavyDuty, heavy duty truck, class8

In the release of its Commercial Vehicle Dealer Digest, ACT Research noted that three factors are at work in the weak outlook for heavy commercial vehicles in the coming two years: demand, supply, and timing. While some, like the oversupply of equipment, have been on the radar for a long time, others, like the growing weakness in manufacturing and the broader economy, have come on slowly and inexorably over several months.

Topics: logistics, CV Dealer Digest, Press Releases, class 8 trucks, commercial truck report, supply chain, medium duty truck, commercial vehicle sales data, truck market, truck freight, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, heavy duty truck

According to ACT Research’s recently released Transportation Digest, carrier profitability and by extension Class 8 demand are heading toward tougher business conditions in 2020. Succumbing to the slowing economy, forward-looking metrics in the medium duty Classes 5-7 markets were awash in a sea of red ink in October, although moderate growth persists in build expectations.

Topics: freight, transportation, logistics, shipping, Economy, Press Releases, Transportation Digest, class 5-8 trucks, class 8 trucks, commercial truck report, supply chain, medium duty truck, commercial vehicle sales data, truck market, truck freight, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, demand planning, us freight, last mile delivery, HeavyDuty, Economics, semitruck, heavy duty truck, class8

Amid the China-US trade war and deceleration of China’s real estate market, the country’s economy will remain under pressure in Q4’19 and Q1’20. It is estimated that GDP growth will end the year around 5.9% and rest there through the end of Q1’20, according to the recent release of ACT Research’s China Commercial Vehicle OUTLOOK.

Topics: logistics, China, Press Releases, commercial truck report, supply chain, commercial truck and trailer, transportation industry news

New US trailer orders of 21.2k were down 43% month-over-month in November, and after accounting for cancellations, net orders of 19.8k dropped 38%, after hitting their fourth consecutive sequential rise in October. Longer-term comparisons show net orders down 56% year-over-year and 52% compared to the first 11 months of 2018, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailer Report. However, the report reminds readers that the year-over-year comparison is to the second-highest order month in history.

Topics: logistics, Trailers, Press Releases, class 8 trucks, commercial truck report, supply chain, commercial vehicle sales data, truck market, truck freight, north american trucking, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, commercial trailer, us trailer, trailer production, north american trailer

According to ACT Research’s (ACT) latest State of the Industry: NA Classes 5-8 Report, the prosperity of the year we are leaving will transition to tougher medium and heavy-duty market conditions in 2020.

Topics: transportation, logistics, shipping, Classes 5-8, Press Releases, class 5-8 trucks, class 8 trucks, commercial truck report, supply chain, medium duty truck, truck market, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, demand planning, last mile delivery, HeavyDuty, semitruck, heavy duty truck, class8

ACT’s preliminary estimate for November indicates that trailer manufacturers booked 19.5k net orders to their orderboards last month, a 39% decline from October’s volume. Activity was 56% below November of 2018, while year-to-date net orders are just under half that of last year.

Topics: transportation, logistics, Press Releases, commercial truck report, supply chain, commercial vehicle sales data, north american trucking, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, commercial trailer, us trailer, trailer production, heavy duty truck, north american trailer

According to ACT’s latest release of the North American Commercial Vehicle OUTLOOK, expectations for the Class 8 and trailer production volumes have been trimmed for 2020, and expectations of a recovery starting in 2021 have been tempered. Additionally, current order softness and excessive inventory building in the medium duty sector contributed to forecast reductions in the next two years for that segment, as well.

Topics: freight, logistics, Press Releases, class 5-8 trucks, class 8 trucks, commercial truck report, supply chain, medium duty truck, commercial vehicle sales data, truck market, truck freight, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, HeavyDuty, heavy duty truck, class8, class 8 truck engines

Preliminary November data show that Classes 5-8 net order volumes were uniformly soft. Combined NA Classes 5-8 intake fell 15% m/m and 38% y/y in November on a nominal basis. Preliminary North America Class 8 net order data show the industry booked 17,500 units in November, down 20% from October, while Classes 5-7 orders fell 8% m/m, to 15,300 units. Complete industry data for November, including final order numbers, will be published by ACT Research in mid-December.

Topics: freight, transportation, logistics, shipping, Classes 5-8, Economy, Press Releases, class 5-8 trucks, class 8 trucks, commercial truck report, supply chain, medium duty truck, commercial vehicle sales data, truck market, truck freight, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, HeavyDuty, semitruck, heavy duty truck, class8

In the release of its Commercial Vehicle Dealer Digest, ACT Research noted that expectations for the Class 8 and trailer markets anticipate an accelerating pullback in build rates, as freight market conditions remain at a low ebb. While less cliff-like, MD market indicators continue to support a modest correction into 2020.

Topics: CV Dealer Digest, Press Releases, commercial truck report, medium duty truck, commercial vehicle sales data, truck market, north american trucking, class 8 truck, american truck and trailer, commercial truck and trailer, transportation industry news, trucking, HeavyDuty, heavy duty truck, north american trailer, class8