TheTrucker.com

Trailer orders still on the upswing, ACT says

COLUMBUS, Ind. — Research shows that April trailer net orders were more than 21% higher, but stood a mere 100 units above March’s intake. This brings the first trimester net order activity to 62,100 units, 22% lower than the first four months of 2023, with its faster paced order environment, pent-up demand, and moderately congested supply chain, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailers report. “Seasonally adjusted, April’s orders were 17,300 units compared to a 13,800 seasonally adjusted rate in March,” said Jennifer McNealy, director of commercial vehicle market research and publications at ACT. “On that basis, orders increased 25% month over month. Dry vans grew 41%, with reefers up 26%, but flats were 27% lower compared to April 2023.” Cancellations dropped to 1.5% of the backlog, down from 2.3% in March, she said, adding that seven of 10 markets remained above the 1% mark, with OEMs indicating cancellations from multiple fleets and dealers. “In this capex-constrained environment, and with an expensive EPA mandate landing in 2027, fleet willingness to spend on trailers is under considerable pressure,” McNealy said. “Couple these factors with overstocked dealer inventories proving hard to move, a short-and-soft peak order season, and the absence of a need for carriers to boost trailer-to-tractor ratios, and it adds up to a challenging part of the cycle for the U.S. trailer industry.”

Is widening busy Atlanta freeway enough to curb drivers’ safety concerns?

ATLANTA — According to a report from Capitol Beat News service, the Georgia Department of Transportation (GDOT) is moving to expand a network of toll lanes in the Atlanta region that began a few years ago on Interstates 75 and 85. The State Transportation Board voted  to work with the State Road and Tollway Authority (SRTA) to add toll lanes to the top half of I-285 and along Georgia 400 to the North Springs MARTA station. As with previous projects including the Northwest corridor along I-75 north of 285 and a second stretch of I-75 just south of Atlanta, GDOT will work  with the private sector on the 285 toll-lane projects, according to the Capitol Beat report. GDOT will coordinate the work, while a private developer will design, construct, operate, and maintain the new lanes, GDOT Senior Counsel Helen Pinkston-Pope told the Georgia news service. “We really see the benefits in bringing in the developer early on,” she said. I-285 is consistently among the most congested stretches of highway in the nation, said Tim Matthews, program manager with the GDOT division in charge of projects built through public-private partnerships. Atlanta’s “Perimeter Highway” sees 250,000 to 300,000 vehicles per day, he said. But is the widening of highways enough to make rig drivers feel more comfortable about traveling Atlanta’s constant bumper-to-bumper traffic? Marcus Davis, who runs a delegated route from Georgia to Alabama on a daily basis says no. “It is bigger than [interstate expansion],” Davis said. “It is basic discipline and principals that everybody has gotten away from. Period.” Davis, who has been driving for more than five years, said this week has been especially taxing because of the heavy volume of vehicles on the road and the habits of everyday drivers. While he admits to rarely driving with the CB on, he did this week because of that intense volume between Atlanta and Montgomery, Alabama. “These guys, and the stuff that they are saying — I mean, regular civilians really have to take heed,” Davis said. Davis and his cohorts say they see an abundance of bad habits including drivers on phones and making driving decisions that put their lives in danger. Davis says that, in his opinion, no matter how much a road is expanded, it won’t change the habits of drivers. As with the earlier toll-lane projects, SRTA will coordinate the financing and collect the revenue from the tolls. Pinkston-Pope said GDOT will seek bids on the I-285 East Express Lanes project first, covering a stretch from Georgia 400 east and south to Interstate 20. Procurement for the I-285 West Express Lanes — from Georgia 400 west and south to I-20 — will follow, she said. “The size of these projects is significant,” Matthews said. “We can’t build them with one contract.” In a related matter, Matthews said GDOT has received two bids from contractors interested in adding toll lanes to Georgia 400 in Fulton and Forsyth counties. The agency will evaluate the bids and recommend a contractor for that project to the State Transportation Board in August, he said.

Cargo thefts trending up, could get worse this weekend

JERSEY CITY, N.J. — While many are looking forward to the three-day Memorial Day weekend, thieves see the holiday as a chance to cash in on unsuspecting victims. According to a report from CargoNet, 25 cargo thefts were reported in first quarter of 2024. That is  a 46 percent increase from 2023’s third quarter and a 10% jump from last year’s fourth quarter reporting period. CargoNet says reasons for such an uptick in theft include fewer employees working and shipments sitting for longer periods during the extended weekend which “creates a tempting time for hijackers to strike.” Trucking businesses must be prepared to protect themselves against heists this MDW, especially when last year’s data found there has been a rise in thefts during the holiday over the last five years. More troubling trends include a total of $154.6 million worth of goods were stolen during the first quarter of 2024. CargoNet states that from 2018-2022, there were 125 cargo thefts specifically reported during Memorial Day Weekend. And it is a nationwide trend with the top targeted statesi include California (with a +72% year-over-year increase), Illinois (with a +126% year-over-year increase), and Texas (with a +22% year-over-year increase).