Don’t expect the restrictions that truck manufacturers are imposing on Class 8 order intake to last. There’s too much at stake.
The collision of supply constraints with pent-up equipment demand is pushing some 2021 trailer orders into next year.
“There are significant inventories of already produced vehicles where essential parts are lacking.”
After four straight months of near-record orders, trailer bookings took a breather in January as some manufacturers slowed taking reservations.
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2020’s supply chain changes because of COVID will likely stick around in 2021, and could become permanent fixtures of the modern supply chain, XPO’s Drew Wilkerson said.
