North American Class 8 Truck Orders Drop Sharply Amid Supply Chain Issues

North American Class 8 Truck Orders Drop Sharply Amid Supply Chain Issues

North American Class 8 truck orders experienced a significant decline in May, impacted by both supply chain bottlenecks and demand uncertainty. While demand persists, limited production capacity and cost pressures have led manufacturers to be cautious in accepting orders. The future market faces multiple challenges, including macroeconomic factors and technological shifts. Fleets, manufacturers, and policymakers need to collaborate to navigate these complexities with cautious optimism.

01/28/2026 Logistics Industry Insights
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North American Class 8 Truck Orders Rebound in August Despite Supply Challenges

North American Class 8 Truck Orders Rebound in August Despite Supply Challenges

North American Class 8 heavy-duty truck orders rebounded strongly in August, showing significant month-over-month growth, although still down year-over-year. Pent-up demand and fleet renewal are key drivers, but supply chain bottlenecks remain a constraint. Order volumes are expected to continue to increase in the coming months, with the market potentially recovering in 2023. Close attention to market dynamics is necessary to adjust business strategies accordingly.

01/28/2026 Logistics
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North American Class 8 Truck Orders Decline in July Amid Strong Demand

North American Class 8 Truck Orders Decline in July Amid Strong Demand

North American Class 8 truck orders in July decreased year-over-year and month-over-month, but remained within seasonal expectations. This decline represents a rational correction from previously strong demand and is not indicative of a market downturn. Factors such as economic conditions, freight volumes, fuel prices, interest rates, government regulations, and technological innovation collectively influence the market. The future presents both opportunities and challenges.

01/30/2026 Logistics
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North American Class 8 Truck Orders Drop in July Amid Seasonal Trends

North American Class 8 Truck Orders Drop in July Amid Seasonal Trends

North American Class 8 truck orders declined both month-over-month and year-over-year in July, a phenomenon consistent with seasonal patterns and shouldn't be over-interpreted. Reports from FTR and ACT Research indicate that pulled-forward orders, a weaker freight market, inventory pressure, and economic uncertainty are the main contributing factors. Despite short-term volatility, replacement demand, infrastructure investments, and technological advancements continue to support the market in the long run. We recommend a rational approach to data analysis and focusing on long-term trends.

01/30/2026 Logistics
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North American Class 8 Truck Orders Jump Amid Economic Growth ELD Rules

North American Class 8 Truck Orders Jump Amid Economic Growth ELD Rules

North American Class 8 truck orders continue to climb, driven by economic growth, the ELD mandate, and rising freight rates. Data from FTR and ACT Research shows significant order increases, indicating strengthened market confidence. The ELD mandate presents both opportunities and challenges, prompting fleets to optimize operations. Looking ahead, technology and sustainability will shape the industry, with autonomous driving and electric trucks poised to reshape trucking.

02/03/2026 Logistics
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North American Class 8 Truck Orders Stabilize in March Despite Supply Challenges

North American Class 8 Truck Orders Stabilize in March Despite Supply Challenges

North American Class 8 truck orders saw a slight month-over-month increase in March, but remained down year-over-year. OEM manufacturers' cautious strategies and persistent supply chain bottlenecks are key constraints. Market demand remains robust, suggesting potential for industry recovery. Close monitoring of supply chain dynamics and policy developments is crucial for future forecasting.

02/03/2026 Logistics
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Intermodal Volumes Decline Sharply in March

Intermodal Volumes Decline Sharply in March

The Intermodal Association of North America (IANA) reports a 3.7% year-over-year decrease in U.S. intermodal volume for March. Trailer volume experienced the most significant drop at 12.1%. Domestic and international container volumes also saw declines. These figures indicate that the intermodal market is facing multiple pressures, and its future trajectory remains uncertain. The downturn reflects broader economic concerns and potential shifts in freight demand.

01/29/2026 Logistics
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Intermodal Volume Rises Despite Economic Challenges in March

Intermodal Volume Rises Despite Economic Challenges in March

This paper analyzes multimodal transport data for March, highlighting structural divergence: overall growth but a decline in trailer transport, and strong growth in international containers. It emphasizes that growth in international trade and steady domestic economic development are driving forces, but also warns of risks from trade policies and rising costs. The paper recommends that companies adopt diversified and refined strategies, embrace new technologies, to address challenges and seize opportunities.

01/20/2026 Logistics
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North American Intermodal Volumes Split in July Domestic Rises International Falls

North American Intermodal Volumes Split in July Domestic Rises International Falls

According to the Intermodal Association of North America, total North American intermodal freight volume decreased by 1.8% year-over-year in July. However, domestic container and trailer shipments increased by 11% and 10.8% respectively, offsetting a 12.8% decline in international standard container shipments. The strong growth in domestic transportation reflects the resilience of the North American economy, while the decline in international transportation suggests the complexity of the global economic situation.

01/28/2026 Logistics
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West Coast Imports Boost US Intermodal Volumes in Q4

West Coast Imports Boost US Intermodal Volumes in Q4

Data from the Intermodal Association of North America shows a strong start to Q4 for intermodal transportation, driven by a surge in West Coast imports and robust consumer spending. International Standard Containers (ISO) experienced significant growth, while trailer volumes continued to decline. International volumes are expected to remain strong through the end of the year. Labor agreements and the Asian Lunar New Year are anticipated to impact Q1 freight volumes.

01/30/2026 Logistics
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