ACT Research
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Equipment
‘A major forecast haircut in a period of ripping demand’
Demand usually drives heavy-duty truck production forecasts, but the delta variant and a constrained supply chain are wrecking projections.
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Equipment
Trailer connectivity tech advances as supply shortages crimp production
Trailer makers have connectivity advancements in the pipeline as they navigate supply shortages hampering production.
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Equipment
Up, up and away: Used truck prices keep soaring to records
Used truck prices continue to fly higher as demand overwhelms supply of pre-owned models.
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Equipment
Peak used truck prices persist as Class 8 production lags
Higher prices for used trucks are expected to last into 2022 and when they fall, it will be from a lofty place.
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News
Holding pattern: July Class 8 truck orders hide underlying demand
The last time demand was this high for new Class 8 trucks, fleets placed record orders. Not this time because manufacturing capacity is limited.
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Equipment
Good stuff gone: Older used trucks show up in June auctions
Skyrocketing prices for late-model used equipment bring older, less attractive used trucks to auctions
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Equipment
Calm before the storm: Muted June trailer orders conceal coming boom
Look behind soft June trailer orders for the real story of what’s happening in a constrained equipment market.
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News
New Class 8 truck orders take a June vacation but still robust
Fleets still want and need trucks but move to sidelines until manufacturers open their order books.
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News
Trailer builders get respite in May as orders edge back toward normalcy
The refrain for fleets remained the same for trailer orders in May: Why book what you can’t get?
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Equipment
Fall in May Class 8 truck orders masks underlying demand
Declining Class 8 truck orders in May are deceptive. Fleets would order more but they are holding off because it might take a year to…
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