Equipment & Tech Archives

US sales of Class 8 trucks end 2023 on a downward trend that’s expected to continue

Cliff Abbott - January 22, 2024

December U.S. sales of new Class 8 trucks continued the trend of decline compared to last year, according to data received from Wards Intelligence. December sales of 23,390 trucks topped November’s 19,027 by 22.9% — but that’s expected every December as buyers close out their books for the fourth quarter and the year. The telling news in the statistics is that truck sales have been lower than their corresponding month in 2022 for five consecutive months, with the gap widening each month. August 2023 sales were only 1% lower than August 2022 sales, but September sales were 3.2% lower than September 2022. October was 6.3% lower, then a drop to 17.5% lower in November. December sales were 19.9% lower than December of 2022. For perspective, 2023 year-to-date sales were actually 34.1% ahead of 2022 sales at the end of February, with that percentage falling every month to end the year at only 4.6% ahead of 2022 sales. In its latest North America commercial vehicle forecast, ACT Research reported the market may be facing an “inventory surge” in the first quarter of 2024. “Something we marveled at, as late as this September, was the close correlation between build and sales that had kept Class 8 inventory levels … near perfectly positioned very late into the cycle,” said Kenny Vieth, ACT’s president and senior analyst. “If there is a silver lining, we assume that much of the end-of-2023 inventory build occurred in California because of expensive and complex CARB regulations that went into effect in January.’ Lower sales and higher inventories might be bad news for truck manufacturers and dealers, but they’re good news for the trucking industry in general. The current state of the market is that there are too many trucks hauling too little freight, holding freight rates down for everyone. With record numbers of carrier closings being reported by the FMCSA, the freight market is poised for a move into a growth cycle. More inventory usually means better bargaining positions for buyers, too. That’s true on the used Class 8 market as well. ACT’s State of the Industry: U.S. Classes 3-8 Used Trucks report summarized that there are 7% more available trucks on the used market for North America, with the average reported price of used trucks sold declining 28% since the same point of 2022. Despite the lower average price, the average odometer reading of sold used trucks dropped by 1% and the average age by 3%. “Look for sales to slow in January, especially with the bitter cold some of trucking’s hot spots are experiencing,” said Steve Tam, ACT’s vice president. For buyers, slower sales will result in more inventory and potentially better pricing. New Class 8 orders fell in December by 15,000 units in the North American market, according to ACT. Despite the increase in sales of new Class 8 trucks, orders for more of them fell by 7% year over year as the trucking industry adjusted to the current market. Everyone has their favorite truck brand, and Wards’ December report completed the 2023 picture of how each OEM did compared to 2022. Freightliner led the way again, reporting U.S. sales of 96,726 for the year and topping all other manufacturers. December wasn’t a good month, however, as sales of 7,718 were 27.6% lower than December 2022 sales of 10,660. The company finished 2023 just 153 trucks ahead of 2022 numbers for an increase of 0.2%. Freightliner also lost market share in 2023, finishing the year with 36.3% of total Class 8 sales compared to 37.9% in 2022. Freightliner-owned Western Star was at the other end of the sales spectrum, claiming just 3.1% of the U.S. Class 8 market with sales of 8,334 in 2023. On a percentage basis, Western Star sold 28% more trucks in 2023 than in 2022, growing its total market share by 0.6%. Together, the Daimler-owned truck builders took 39.4% of the U.S. Class 8 market in 2023. The next largest chunk of the U.S. Class 8 market went to the PACCAR companies. Kenworth finished the year with sales of 39,269, a 6.9% increase over 2022 sales. Peterbilt sold 39,726 trucks for a 2.4% gain. Kenworth gained 0.3% of the market while Peterbilt lost the same percentage. The end result is that the PACCAR companies together were responsible for 29.7% of new Class 8 sales in 2023, the same percentage held in 2022. When it comes to market share, International showed the largest sales growth on a percentage basis. International sales of 37,200 Class 8 trucks puts the company in fourth place among OEMS but represents an increase of 16.5% over 2022 sales. The builder seems to be doing much better after being acquired by the Traton Group. International finished 2023 with 14% of the U.S. Class 8 market, an improvement of 1.4% over 2022 market share. The Volvo siblings were also losers of market share in 2023, due entirely to sales woes at Volvo Truck. Volvo sales of 26,644 in 2023 lagged 350 trucks behind 2022 numbers or 1.3%, making Volvo the only major manufacture to see declining sales in a year when total truck sales by all manufacturers increased by 4.6%. The company ended 2023 having sold 10% of Class 8 trucks on the U.S. market, down from 10.6% in 2022. Mack Trucks increased its Class 8 sales in 2023 to 18,130 from 17,051 a year earlier. The Bulldog’s market share rose by 0.1% to 6.8%. Two other manufacturers that represented only a tiny number of trucks sold are still newsworthy. Tesla reported sales of 150 Class 8 battery electric vehicles, the first time electric trucks have been listed in the Wards data. Hino, known for its medium-duty offerings, reported sales of 47 Class 8 trucks, all day cabs. While truck sales have been on the decline, interest rates for the credit used to purchase them has increased and lenders have tightened up credit restrictions. Loans are harder to come by and the ones that are available cost more. The good news is that as inventories rise and dealers look to increase sales, better deals with more favorable financing could be coming later in the year. Expect sales to continue a downward trend until freight demand and truck capacity equalize.

California senators announces more than $168M for EV charging infrastructure

Erica N. Guy - January 22, 2024

WASHINGTON — California Democratic U.S. Senators Alex Padilla and Laphonza Butler announced in a joint news release that California was awarded $168.5 million for the deployment of publicly accessible electric vehicle (EV) charging and alternative fueling infrastructure. The funding comes through the U.S. Department of Transportation’s Charging and Fueling Infrastructure Discretionary Grant Program, which was created by the Bipartisan Infrastructure Law. “As California leads the charge toward an electric-vehicle-powered future, we must make sure EV charging and refueling stations are broadly accessible to drivers across the state,” said Senator Padilla. “That means investing in public charging sites across major corridors, urban neighborhoods, and rural and low-income communities. Thanks to the Bipartisan Infrastructure Law, we’re deploying more of the technology needed to make EVs accessible to all Californians.” Ten applicants across California received charging and fueling infrastructure grants, including: San Joaquin Valley Unified Air Pollution Control District: $56 million. This project includes the construction of two state-of-the-art truck charging sites in Taft and Gustine to support two of the nation’s busiest freight corridors. City of Blythe: $19.6 million. This project will develop a publicly accessible, multi-class, EV charging facility in Riverside County. Bay Area Air Quality Management District: $15 million. This project will create a more robust, accessible, and equitable electric vehicle charging network across nine counties in the San Francisco Bay area, with an emphasis on serving disadvantaged communities. San Joaquin County: $15 million. This project will significantly expand public charging infrastructure in disadvantaged communities and implement a robust community outreach and workforce development program. County of Contra Costa: $15 million. This project will expand and fill gaps in public electric vehicle charging infrastructure in the county, including in local public libraries, and serving rural, low-income and disadvantaged communities. City of Palmdale: $14.8 million. This project will install chargers within walking distance of affordable housing and resulting in higher expected utilization rates. County of Ventura: $12 million. This project includes the construction of charging centers and off grid EV charging with solar battery storage while creating EV workforce development programs and promoting outreach to marginalized communities. Victor Valley Transit Authority: $12 million. This project will implement multiple clean energy transportation upgrades that serve disadvantaged communities. Cal State LA University Auxiliary Services, Inc.: $7.2 million. This project will transform the Cal State LA Hydrogen Research and Fueling Facility into a high-capacity, multi-modal light- to heavy-duty vehicle hydrogen fueling station. City of Eureka: $1.9 million. This project will create new electric vehicle charging sites at strategic community hub locations and will expand the EV charging network by connecting rural Northern California and historically disadvantaged communities. “The Bipartisan Infrastructure Investment and Jobs Law continues to pay dividends for the people of California and usher in a clean energy future for the next generation,” said Senator Butler. “This investment in our state’s electric vehicle (EV) charging infrastructure is a huge win for communities across the state fighting for a greener, sustainable tomorrow.” Additional information about the grants is available here.

Vanguard Truck Centers now 1 of Volvo Trucks’ largest dealer groups

Erica N. Guy - January 19, 2024

GREENSBORO, N.C. — Volvo Trucks North America has announced that its independent authorized dealer Vanguard Truck Centers, a full-service commercial truck dealer group and leasing operation, has acquired Nacarato Truck Centers to become one of Volvo Trucks’ largest dealer groups in North America. According to a news release, the acquisition expands Vanguard’s presence to 28 Volvo full-service and parts-and-service-only locations across 11 states — Arizona, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, South Carolina, Tennessee, Texas and Virginia. Vanguard assumed full ownership of the Nacarato locations, including all existing stock and parts. “This acquisition is not just about numbers — it’s about joining two exemplary dealer groups to implement best practices, bolster synergies and continue growing customer satisfaction, expanding customer access to the seamless support and services they have come to expect from both dealer groups,” said Peter Voorhoeve, president of Volvo Trucks North America. “At Volvo Trucks, our commitment to excellent customer service is at the heart of everything we do. We commend Vanguard for going beyond expectations, delivering not just trucks but comprehensive, best-in-class service solutions that maximize uptime for our customers and empower them with transportation solutions that keep their businesses moving forward.” With the completion of the acquisition of Nacarato Truck Centers on Jan. 8, Vanguard now has more than 1,200 employees. All 28 Volvo Trucks dealership locations are also Certified Uptime Dealers, providing customers with access to almost 500 service bays to ensure efficient preventative service and thorough maintenance to maximize uptime and keep trucks on the road. “We are thrilled to welcome Nacarato Truck Centers to the Vanguard team,” said Tom Ewing, president and chief executive officer of Vanguard Truck Centers. “I have been friends with Mike Nacarato and his team for many years, and I have a tremendous respect for the platform they’ve built. We are grateful for Mike’s trust in Vanguard to steward his company moving forward, something we do not take lightly. Bringing together our dealer groups will be a fun challenge, with enormous opportunity for employees and customers of both organizations. Lastly, this investment indicates Vanguard’s continued belief in Volvo Trucks’ long-term positive trajectory, with best-in-class products and services for our customers.” Representatives of both dealership groups say they recognize that battery-electric trucks are an important part of the future of trucking and have invested in the required training and certification program to become Volvo Trucks Certified Electric Vehicle Dealers. Vanguard recently announced that its sales and service teams are fully trained to support customers’ Volvo VNR Electric deployments at five locations — Phoenix, Arizona, Atlanta (Forest Park); Charlotte, North Carolina, and Austin and Houston. “I have been searching for the right partner over the last few years, and through that process it became clear that Vanguard was the best fit for our employees, our customers and our growth aspirations.” said Mike Nacarato, chief executive officer, Nacarato Truck Centers. “Our commitment to customer satisfaction remains unwavering throughout this ownership transition and nothing will change for our customers. Our capabilities and offerings will only be enhanced by this combination, as we embark on this new chapter of growth and success together.”

Drivewyze launches free safety service app for truck drivers

Erica N. Guy - January 18, 2024

PLANO, Texas — Drivewyze has a new service app that delivers essential in-cab safety messages to all commercial truck drivers. The new service, dubbed Drivewyze Free, provides fleets and drivers with safety alerts and advisories in advance of any and all risky areas on the roadway ahead, according to a news release. The alerts and advisories are sent to telematics electronic devices. Drivewyze officials say they created the service app to provide truckers across North American freight corridors with heads-up warnings for high-rollover risk areas, low bridges, mountain alerts (steep grade ahead; chain-up/brake check stations and runaway ramps) and rest area information. The app also provides real-time message sets that can include warnings for sudden and unexpected slowdowns, virtual safety signs and public emergency broadcasts. “This is a monumental day for our company, our safety partners, and the industry,” said Brian Heath, CEO of Drivewyze. “In collaboration with our telematics and transportation agency partners, we are excited to be giving this essential safety service to the trucking industry at no cost. There are no strings attached. We’re a safety-driven company joined by like-minded agencies and telematics partners to leverage vehicle-to-infrastructure networks to improve highway safety for everyone. We know many of our Essential Alerts and Advisories modify behavior – drivers slow down and apply less hard braking. It makes them safer behind the wheel. We’re hoping all fleets will utilize this free offering to give their drivers technology that can truly make a difference to their safety.” According to the press release, with Drivewyze Free, users also have “access to agency-sponsored real-time traffic slowdowns and other safety alerts generated in partnership with select state transportation and enforcement agencies through the Drivewyze Smart Roadways highway safety program for connected trucks.” Participating state departments of transportation are: New Jersey New York North Carolina Georgia Delaware Connecticut Ohio Texas Arkansas Virginia In addition to the DOTs, the Pennsylvania Turnpike is participating, as is the Colorado State Police and Wyoming Highway Patrol. Drivewyze says it also wants to partner with additional state transportation and enforcement agencies. According to Heath, studies have shown that essential safety alerts and advisories do foster safer roadways. “Unsafe driving behavior is a leading cause of truck crashes,” he said. “Messaging delivered in the vehicle, where and when drivers need it most, shows the power of connected truck technology to positively affect driving behavior. For instance, when approaching a high-rollover area, we have data that shows our alerts have reduced speed by an average of 7.3 mph for those that are going more than 5 mph over the posted speed limit. That’s an impactful difference and an example of the power of in-cab messaging to improve driver behavior and highway safety.” A National Highway Traffic Safety Administration (NHTSA) study shows that interstate crashes represent nearly 30% of all collisions. Many of those are secondary incidents where a tractor-trailer or car rear-ended another vehicle that was involved in the first crash. The NHTSA study also shows that 46 percent of secondary crashes occur over an hour after the first. “Advance notice for routes experiencing sudden or unexpected traffic slowdowns give truck drivers time to prepare,” Heath said. “In North Carolina, where we partnered with the North Carolina DOT, studies found that 70% of drivers that received an alert slowed down ahead of an incident. And the slowdown was significant — on average by 11 mph compared to 2 mph in a control group.”

Daimler Truck, TORC select Aeva to supply advanced CMV 4D LiDAR

Erica N. Guy - January 18, 2024

MOUNTAIN VIEW, Calif. — Aeva and Daimler Truck AG have jointly announced that Daimler Truck selected Aeva as the supplier of long and ultra-long-range LiDAR for its series production autonomous commercial vehicle program. According to the announcement, the selection represents Aeva’s first major automotive OEM production design win and is the result of multiple years of extensive collaboration and qualification with Daimler Truck, Torc and Daimler Truck North America. As a direct supplier to Daimler Truck, Aeva is positioned to be a Tier 1 supplier to automotive OEMs globally. The collaboration of the two companies will see Aeva supply its latest Aeva Atlas automotive-grade 4D LiDAR technology to Daimler Truck. Then, a collaboration with Torc Robotics, Inc. (Torc) to enable SAE Level 4 autonomous vehicles capabilities. This step will start with the Class 8 Freightliner Cascadia truck platform. Joanna Buttler, head of Global Autonomous Technology Group at Daimler Truck, said: “Daimler Truck is committed to leading the industry’s advancement toward autonomous trucks. Selecting the right LiDAR technology is a crucial strategic decision to safely deploy autonomous trucks on the road. We are convinced that Aeva, with its cutting-edge and reliable technology, is the right production partner for LiDAR sensors and has the manufacturing capabilities to scale along with us. Today’s announcement, therefore, represents a key puzzle piece on our path toward commercialization. Together with Torc, we are well on track to offer autonomous trucks to the U.S. market by 2027.” So far, Daimler Truck and Torc have made significant progress in turning autonomous trucks from an idea into reality by running extensive and successful on-road test programs as well as first customer pilots. Peter Vaughan Schmidt, CEO at Torc Robotics, added: “Aeva is pioneering the commercialization of FMCW LiDAR technology, a key differentiator for long-range detection and object identification. This means Torc’s virtual driving software can now rely on significantly higher resolution as well as farther and clearer detection of objects plus instant velocity detection, which are crucial to safely deploy autonomous trucks at scale. We have been working closely with the Aeva team over the past few years and we are excited about the real-world performance that Aeva’s technology has already demonstrated to help us solve some of the most challenging highway-speed use cases.” To maximize the all-around safety of the autonomous trucks, all of them are equipped with sensor sets from a combination of three technologies: State-of-the-art LiDAR Radar Camera technology This enables safe handling adapted to the respective situation on highways, surface roads and ramps, as well as when turning at controlled intersections., company officials say. Daimler Truck also intends to integrate the LiDAR sensors by inserting it directly into the production process, allowing customers looking to buy autonomous-ready trucks directly from the manufacturing plants without the need for sensors to be reprogrammed. Torc will, in turn, sell its virtual driver technology and support services as a subscription to customers. Torc’s driving software combined with Aeva’s perception software, both built around Aeva’s instant velocity data will allow sensors to detect objects faster, farther away, and with higher accuracy. This collaboration is set for multiple years and begins sometime in the first quarter of the year. Aeva’s start of production is scheduled to begin by 2026 and Daimler Truck’s production by 2027. “Daimler Truck is one of the most reputable commercial vehicle OEMs in the world. Our partnership with Daimler Truck and Torc Robotics is trailblazing the next era of commercial trucking, with safe, autonomous trucks that will revolutionize the industry as we know it,” said Soroush Salehian, co-founder and CEO at Aeva. “We are pleased to be selected for this major production supplier award and it is a testament to the hard work, innovation and tenacity of the entire Aeva team as we cross another critical milestone in Aeva’s path to leading the industry with our unique FMCW technology and perception solution.”

PA awards nearly $40M in grants to help replace diesel fleets with electric vehicles

Erica N. Guy - January 17, 2024

HARRISBURG, Pa. — The Pennsylvania Department of Environmental Protection (DEP) is awarding 16 applicants more than $39.6 million, funded by the Environmental Mitigation Trust Agreement for State Beneficiaries, to replace diesel-fueled fleets with zero-emission vehicles (ZEV) as a part of the 2022-2023 Medium and Heavy-Duty Zero-Emission Vehicle Pilot Grant. Part of the Driving PA Forward program, this grant was developed under the Shapiro administration to improve air quality statewide by driving transformation from older, high-polluting diesel engines to clean transportation technologies. “Clean air is crucial in ensuring a healthy environment,” said DEP Interim Acting Secretary Jessica Shirley. “That’s why we see it as our mission to address one of the most significant air quality challenges facing our Commonwealth—emissions from transportation. These recommendations mark the highest-dollar awards in any round, for any Driving PA Forward Initiative funding program, showing a step forward in Pennsylvania’s effort in reducing these emissions by getting more clean trucks on the road in the communities that need them.” DEP is awarding $39,605,578.58 to 16 applicants for the battery-electric replacement of dozens of vehicles, including home delivery trucks, refuse/recycling trucks, terminal tractors, and the hydrogen fuel cell electric vehicle replacement of two terminal tractors and their supporting charging infrastructure. The 2022-2023 Medium- and Heavy-Duty Zero-Emission Vehicle Pilot Grant also focuses on funding projects located in underserved and disproportionately impacted communities, such as Environmental Justice and Act 47-designated communities. Applicants awarded funding include: Borough of Munhall – $1,681,008 Replace (3) eligible Class 8 refuse collection trucks with (3) battery-electric refuse trucks Install (1) DC fast charger with (3) charging plugs City of Chester – $1,575,074 Replace (3) eligible Class 8 refuse collection trucks with BEVs Install (1) DC fast charger and (2) Level 2 EV charging plugs City of Erie – $3,120,000 Replace (5) eligible Class 8 refuse collection trucks with BEVs Install (1) Level 2 and (3) DC fast EV chargers Day & Ross USA Inc. – $1,883,161 Replace (5) eligible Class 8 freight trucks with BEVs Install (2) DC fast EV chargers Freight Equipment Leasing LLC – $2,162,177 Replace (6) eligible Class 8 freight trucks with BEVs Install (4) DC fast EV chargers Legend Equipment Leasing LLC – $2,304,394 Replace (5) eligible Class 8 freight trucks with BEVs Install (3) DC fast EV chargers Loomis Armored US LLC – $1,322,109 Replace (6) eligible Class 6 armored trucks with BEV trucks Install (3) EV chargers Pennsylvania State University – $3,305,011 Replace (5) eligible Class 6 and Class 7 box trucks with BEV box trucks Install (4) DC fast EV chargers and one Level 2 EV charging plug at (3) home-base locations across the main campus PGT Holdings Inc. – $3,289,500 Replace (10) eligible Class 8 short-haul tractors with (8) battery-electric vehicles (BEVs) and (2) hydrogen fuel cell electric vehicles (FCEV) Install (8) DC fast charger plugs and will maintain (2) mobile hydrogen fueling units Pro Disposal Inc. – $6,190,500 Replace (16) eligible Class 8 refuse trucks with BEVs Install (16) DC fast charging plugs Southeastern Pennsylvania Transportation Authority – $1,684,462 Replace (6) eligible freight and delivery trucks with BEV trucks Install supporting EV charging infrastructure SQ Trucking, Inc. – $523,221 Replace (4) eligible Class 4/5 home delivery step vans with battery-electric vehicles (BEV) Sysco Leasing LLC – $3,975,000 Replace (10) eligible Class 8, short-haul, semi-tractors with BEVs Install (10) DC fast charging plugs Tri-County Industries Inc. – $2,785,505 Replace (5) eligible Class 8 refuse trucks with BEVs Install (3) Level 2 EV chargers and (1) DC fast EV charger Watsontown Trucking Co. – $1,799,620 Replace (5) eligible Class 8 freight trucks with BEVs Install (2) DC fast EV chargers Wilsbach Distributors, Inc. – $2,004,833 Replace (5) eligible beverage delivery vehicles with BEVs Install (2) DC fast EV chargers

Georgia attorney takes jab at autonomous trucking, questions safety

Erica N. Guy - January 17, 2024

DALLAS — Georgia attorney Amy Witherite, founder of a law firm that specializes in vehicle accident cases, is concerned about the dangers of driverless vehicles on the road. Witherite said her warning is in response to the recently-opened trucking facility in Villa Rica, Georgia, created to serve autonomous trucks driving the high-traveled Dallas-to-Atlanta corridor. “We have already seen problems with both autonomous trucks as well as vehicles such as Tesla with an autopilot feature,” Witherite said. “The danger and severity of accidents will be multiplied a hundredfold when the accident involves a tractor-trailer versus a car.” Those involved with the Georgia facility, including the Pilot Company, have assured the public that safety is their top concern. “Pilot Company rigorously tests ways to integrate new technologies, including autonomous trucks, to maintain our safety-first focus and continue fueling the trucking industry,” said Brandon Trama, director of strategy and business development at Pilot Company. “Working with Kodiak aligns with our emphasis on improving the quality of life for professional drivers. Autonomous trucks focus on the long, repeatable highway miles, leaving the more enticing local, first- and last-mile deliveries for professional drivers who can stay closer to home.” Witherite said she worries about recent reports of autonomous vehicles causing unnecessary risk to the public. The California Department of Motor Vehicles shut down its cruise autonomous taxis in the San Franciso area after being involved in several incidents and declared an “unreasonable risk to the public.” Tesla has also recalled more than two million vehicles sold in the U.S. alone to update software and fix a defective system. “Individuals injured in a crash with an autonomous vehicle will face a much more difficult time determining who was at fault and will be responsible for deaths, serious injuries or property damage,” said Martin Futrell, an attorney with the Witherite Law Group. “The amount of finger-pointing between various parties will increase tenfold because of all the technology involved.” Earlier last month, the Washington Post reported about vehicle crashes involving Telsa. “The crash is one of at least eight fatal or serious wrecks involving Tesla Autopilot on roads where the driver assistance software could not reliably operate,” according to a Post analysis of two federal databases, legal records and other public documents. “The first crash occurred in 2016, when a Tesla plowed under a semi-truck on a U.S. route in Florida. The most recent was in March when a Tesla on Autopilot failed to slow down, police said, and hit a teenager stepping off a North Carolina school bus at 45 mph.” Witherite said that anyone who has ever experienced the so-called “blue screen of death” on their computer understands that computers, which control autonomous vehicles, can fail.” “Even something as simple as placing a sticker on a sign can confuse sensors, and there has been a high-profile case where a Tesla did not recognize a giant tractor-trailer truck crossing a highway, leading to a fatality,” she said. “Any litigation that arises from this type of accident will require a new level of expertise from attorneys and a wide range of experts in computers, software, sensors and all of the other technology that goes into creating an autonomous vehicle.” Witherite added that it can be expected for defendants to claim their technology is proprietary or seek confidential settlements that will make it more difficult for plaintiffs to access key information needed to determine liability. “We have already seen attempts in Congress to limit the amount of information that is available through binding confidential arbitration in these types of cases,” she said. “While it is clear that new technology has made driving safe, there is also clear evidence this technology has not been perfected to the point where it is safe to operate autonomous vehicles, especially tractor-trailers at high speeds within a few feet of other vehicles, and innocent drivers and passengers may well pay the price.”

DHL Supply Chain adds 50 electric yard rigs to its fleet

Erica N. Guy - January 16, 2024

KANSAS CITY, Kan. — DHL Supply Chain (DHL) and Orange EV have announced the ownership and operation of 50 electric yard trucks. Orange EV manufactures heavy-duty electric trucks, with more than 1,000 trucks deployed across 36 states, according to a news release. DHL estimates that operating 50 electric yard trucks in lieu of diesel eliminates more than 2,500 tons of carbon dioxide (CO2) annually, which creates a healthier environment for drivers, site personnel and surrounding communities. Orange EV trucks average more than 98% uptime compared to 70-80% uptime for diesel, increasing operational efficiency. Any additional benefits range from reduced fuel, maintenance and repair costs to increased driver safety and satisfaction. Eight years after the first Orange EV truck was deployed commercially into the trucking industry as the first heavy-duty electric truck commercially deployed. “We deeply appreciate our partnership with DHL Supply Chain, now spanning eight years and 50 trucks. When DHL Supply Chain leaned in to purchase Orange EV’s very first electric yard truck, they single-handedly advanced the heavy-duty EV industry,” said Wayne Mathisen, CEO and co-founder of Orange EV. “Hundreds of other companies have now also made the move to electric since DHL has proven through years of testing and data that EV yard trucks save money and improve operations while eliminating emissions.” DHL was Orange EV’s first customer in October 2015 and re-ordered the following year. Now, Orange EV trucks are deployed to over 30 DHL supply chain sites nationwide. The company has also committed to phasing out diesel yard trucks by 2025 and reducing its logistics-related greenhouse gas emissions to net zero by 2050. “We cannot ignore the impact our operations have on the environment as a logistics company, and therefore, we are committed to implementing more sustainable approaches to doing business,” said Stephan Schablinski, vice president of GoGreen, DHL Supply Chain. “Through partnerships with companies like Orange EV we have been able to develop innovative solutions that reimagine the industry of logistics and take us closer to a green future.” Orange EV provides a turnkey yard truck solution with a matched-pair truck and charging system, built to meet site specifications. With three battery pack sizes, multiple charging speed options, and dozens of other configurable elements, fleets can obtain the optimal electric yard truck solution that fits within existing electrical infrastructure. “DHL Supply Chain’s first two Orange EV orders are a great example of how we work together to right-size a fleet’s EV projects to economically meet site specifications and rigorous duty cycles,” said Kurt Neutgens, Orange EV co-founder, president and CTO. “DHL Supply Chain first purchased an Extended Duty truck and charger, then later added a Standard Duty truck that utilized the existing charger. The site had plenty of capacity for Orange EV’s low-voltage trucks, and DHL’s well-trained, committed team maximized opportunity charging to keep both trucks running at peak efficiency.” Another company by the name of Diageo was the first customer of DHL Supply Chain to receive EV yard trucks in operation at their warehouse facilities. The trucks have individually accumulated more than 24,000 and 17,000 hours of usage while still using their originally installed battery packs. “Eight years ago we were excited to bring electric yard trucks into our Plainfield bottling site. This was possible thanks to our partnership with DHL Supply Chain, and we are proud to share the goal to create a sustainable, low-carbon future,” said Lucy Fishwick, vice president of Logistics at Diageo North America. “This is a great example of collaboration with our suppliers prioritizing new technologies and electric vehicles that have contributed in our efforts to decarbonize our operations.” Those first trucks are still in regular operation and have lasted longer than many diesel yard trucks, which are often used for just five years or 15,000 hours before maintenance and repair costs become prohibitively expensive, the news release noted. In its deployed fleet, Orange EV currently has 35 trucks exceeding 15,000 hours of operation — 14 of which have surpassed 20,000 hours — with many more that will cross those thresholds soon. DHL Supply Chain plans to double its current electric yard truck fleet, ultimately deploying 100 Orange EV emission-free trucks.

Goodyear, Gatik partner on new tire technology for autonomous trucks

The Associated Press - January 12, 2024

AKRON, Ohio — The Goodyear Tire & Rubber Company and Gatik say they have developed a new tire intelligence technology that fits into autonomous driving systems. Gatik’s autonomous fleet, consisting of Class 3–7 box trucks, “has made significant strides in enhancing the safety, accuracy and overall performance of autonomous vehicles (AV),” a news release stated. Equipping the fleet’s Goodyear Endurance RSA tires with Goodyear SightLine technology, the company’s comprehensive tire intelligence solution, enables Gatik “to advance the safety and overall accuracy of its efficient fleet operations, while also improving delivery uptime and reliability,” Gatik officials say. This year, Gatik plans to implement the intelligent tire solution into a significant portion of its autonomous fleet across the U.S. and Canada. “Being the vehicle’s only contact point to the road, the tire can play a pivotal role in enabling the vehicle to react like a driver would,” said Chris Helsel, senior vice president, Global Operations and Chief Technology Officer, Goodyear. “Gatik is revolutionizing the autonomous technology space, and by providing real-time insights through intelligent tire data, we can support Gatik’s autonomous driving system to become even more safe, reliable and efficient.” Gatik officials say they have performed extensive on-road testing to advance AV controllers, giving them insights about accurate cornering and braking stiffness, rolling resistance and tire load. This data is then sent between Goodyear SightLine technology and Gatik’s autonomous driving system through a real-time feedback loop. “The groundbreaking integration of Goodyear SightLine technology into Gatik’s autonomous fleet is a first in the industry. The real-time data derived from intelligent tire technology not only enhances the safety and predictability of our autonomous vehicles, but also enables us to maintain high levels of efficiency, reliability and delivery uptime throughout our operations,” said Gautam Narang, Gatik CEO and Co-founder. “Our partnership with Goodyear is another step in advancing Gatik’s leadership in autonomous technology, underscoring our commitment to ensuring that the true advantages of B2B middle mile logistics are brought to market.” Goodyear and Gatik have future plans to incorporate Goodyear’s advanced predictive road condition monitoring solution into Gatik’s autonomous driving system. This integration will enable Gatik to strategically plan its operations, ensuring a consistent and reliable movement of goods for Gatik’s diverse customer base, encompassing the nation’s largest grocers, retailers, distributors, e-commerce platforms and CPG companies.

New freight intelligence system launches at Port of Oakland

Erica N. Guy - January 12, 2024

CHANTILLY, Va. — Parsons Corporation joined the Port of Oakland, California, Advent eModal, Mobile Programming and key stakeholders at a recent meeting to launch a Freight Intelligent Transportation System (FITS) at the port. Since 2020, Parsons has closely worked with many entities to develop and implement the FITS solution, according to a news release. Construction and system integration has completed, and the Port of Oakland is entering the ongoing operations and maintenance phase of the project. “This has been a true team effort, and we are grateful to the Port of Oakland, as well as all of the partnering agencies and subcontractors who joined us in delivering this revolutionary smart port system,” said Mark Fialkowski, president of Infrastructure North America for Parsons. “We look forward to continuing our work with the Port and partners to enhance the efficiency and reliability of goods movement in the seaport area, empowered by the company’s proven integrated traffic management solutions.” Parsons was selected by the Port of Oakland to provide operations and maintenance of the FITS program. The five-year agreement will expand the work of Parsons’ existing role as the FITS system integrator to include 24/7 operations and maintenance for the FITS devices and applications, the news release noted. “The launch of the Freight Intelligent Transportation System is a bold new step forward for the Port of Oakland,” said Port of Oakland Maritime Director Bryan Brandes. “This gives us real-time visibility on goods movement. Our customers will be able to move cargo through the port more efficiently and securely. We appreciate our partners who have worked to implement this critical technology at the Oakland Seaport.” According to the news release, in addition to the FITS solutions, Parsons and partners will also leverage artificial intelligence by using video and data analytics that will help predict freight wait times and develop predictive models around possible road blockages at train crossings. All of the data collected will be used to create and provide customized dashboards for custom border protection and port shipment tracking. “This collaboration between the Port of Oakland, Parsons, Advent, and Alameda CTC represents a strategic alliance set to redefine transportation management through our cutting-edge Oakland Portal Mobile App and Website,” said Ishwari Singh, CEO of Mobile Programming.

FTR Shippers Conditions Index’s new report reveals significant October gains

Erica N. Guy - January 12, 2024

BLOOMINGTON, Ind. — FTR’s Shippers Conditions Index (SCI) made more gains into positive territory in October 2023, rising to a reading of 4.3 from September’s 0.35, according to a news release. The most significant improvement was a reversal of the surge in diesel prices, but all major factors were at least marginally more favorable in October. Avery Vise, FTR’s vice president of trucking, commented, “Overall market conditions for shippers in October as measured by the SCI were the most favorable since June, but swings in fuel costs largely have been the variable month to month. Key freight dynamics — rates, utilization, and volume — have been mostly stable over the past several months and look to be so for at least a few months of 2024. After the boosts from falling diesel prices in November and December 2023, we expect market conditions for shippers to soften gradually, but we do not foresee significantly negative conditions during the forecast horizon.”

Class 8 tractor orders at healthy levels, despite December downtown, FTR reports

Erica N. Guy - January 5, 2024

BLOOMINGTON, Ind. — Preliminary North American net orders for Class 8 tractors came in at 26,620 units in the final month of 2023. That’s 26% less than November and down 6% year-over-year, according to FTR Transportation Intelligence (FTR). Although the December number was less than the month and year before, the comparisons still fell within expectations given the seasonal tendencies, according to FTR. FTR’s Board Chairman Eric Starks spoke on the numbers: “Despite the slight year-over-year decrease in orders in December, the market is still performing at a high level historically. Even as the freight markets have been weak for an extended period.” Starks added that fleets are still ordering equipment. “Order levels were above the historical average but continue to follow seasonal trends, reinforcing our expectations for replacement demand in 2024,” he said. The amount of Class 8 orders for the previous year has equaled 253,000 units. More recent running rates are even stronger than that. The annualized rate for the past six months was 302,000 units, and the three-month annualized rate was 362,000 units.

Ambarella, Kodiak Robotics partner to power autonomous trucks

Erica N. Guy - January 4, 2024

SANTA CLARA and MOUNTAIN VIEW, Calif. — Autonomous Class 8 truck company Kodiak Robotics has selected Ambarella’s CV3-AD685 artificial intelligence (AI) domain control system-on-chip (SoC) as a complete embedded compute solution for its next-generation autonomous vehicles. According to a news release, this SoC provides a complete embedded solution for Kodiak’s multi-sensor perception, fusion and path planning — running neural networks while processing multiple cameras, lidars and radars. “Building on the success of the companies’ current partnership, Kodiak has already logged more than 300,000 miles on Ambarella’s CV2 AI perception SoC while delivering over 875 loads, demonstrating that Kodiak Driver with help from the Ambarella hardware can withstand the rigorous environment of highway trucking,” a news release stated. “The CV2 has enabled premium image quality through rain, fog and darkness — ensuring that Kodiak delivers freight for its customers safely and on time.” Kodiak’s next-generation self-driving truck platform will utilize the CV3-AD685 SoC to optimize hardware cost, reliability, size and robustness, while improving safety and performance, the news release noted. Designed with Ambarella’s “algorithm first” philosophy, this 5nm SoC is purpose-built to provide a high-performance compute solution in the smallest form factor, which enables Kodiak’s modular autonomous vehicle platform hardware across a wide variety of environmental conditions. “The CV3-AD685 enables the Kodiak Driver, Kodiak’s autonomous system, to turn sensor data into actionable insight with lower latency, lower power consumption, and higher reliability,” said Don Burnette, Kodiak’s Founder and CEO. “We are excited to exhibit a Kodiak autonomous truck at Ambarella’s invitation-only event during CES for the second year in a row, demonstrating how our partnership furthers the mission of autonomous trucking.” The Ambarella CV3-AD685 AI domain controller offers a combination of AI processing, advanced image signal processing and ultra-low power consumption. Its next-generation CVflow, AI engine includes a neural vector processor engine that is 20 times faster than the previous generation of CV2 SoCs, along with a general vector processor to provide the overall performance needed for full autonomous driving stacks. View Kodiak’s autonomous truck and learn more about what Ambarella’s SoCs are doing inside at Ambarella’s invitation-only exhibition during CES in Las Vegas. Contact your Ambarella representative to schedule a meeting. For more information about Ambarella, please visit www.ambarella.com. For more information about Kodiak Robotics, please visit www.kodiak.ai.

Benore Logistics adds 2 electric rigs to fleet

John Worthen - January 3, 2024

GREER, S.C. — Benore Logistic Systems Inc. has integrated two Peterbilt 579EV electric trucks into its fleet, thanks to funding secured through the Diesel Emissions Reduction Act (DERA) from the U.S. Environmental Protection Agency (EPA). One truck was facilitated in partnership with the South Carolina Ports, and the second truck was a joint project between the South Carolina Department of Health and Environmental Control, according to a news release. “Since its inaugural deployment in April 2022, Benore’s first electric truck has been a valuable asset for analyzing energy consumption across various load conditions, charging scenarios, speeds, idle periods, and route types,” the news release stated. “This data continues to serve as a foundation for identifying optimal use cases for electric trucks within the logistics industry.” The Peterbilt Model 579EV, with a range of up to 150 miles, operates on thermally regulated lithium-ion batteries. Benore has also installed a high-capacity 150kW fast charger, enabling the truck to be fully charged within a swift three to four hour time frame. Benore plans to further expand its electric fleet an additional five trucks slated for integration by mid-2024. “We extend our utmost appreciation for the invaluable partnerships cultivated within the state, and the unwavering support of the South Carolina Department of Health and Environmental Control and the South Carolina Ports, Benore CEO and President Jeffery M. Benore said. “Together, we chart a course towards a brighter future, dedicated to the enhancement of air quality and public well-being.”

Cummins settles 2nd-largest-ever violation of US Clean Air Act

John Worthen - January 3, 2024

WASHINGTON — Officials with engine manufacturer Cummins Inc. say they have reached an agreement in principle with the United States and State of California to pay a $1.675 billion penalty to settle claims that it violated the Clean Air Act by installing emissions defeat devices on hundreds of thousands of engines. The Clean Air Act requires vehicle and engine manufacturers to ensure that their products comply with applicable emission limits. Defeat devices are parts or software that bypass, defeat or render inoperative emissions controls, such as emission sensors and onboard computers, according to a news release from the U.S. Justice Department. The company allegedly installed defeat devices on 630,000 model year 2013 to 2019 RAM 2500 and 3500 pickup truck engines. The company also allegedly installed undisclosed auxiliary emission control devices on 330,000 model year 2019 to 2023 RAM 2500 and 3500 pickup truck engines. In a statement, Cummins said it did not admit any wrongdoing and that it had no evidence its employees acted in bad faith. A spokesperson for Stellantis, which owns the RAM truck brand, did not immediately respond to a request for comment. “The Justice Department is committed to vigorously enforcing the environmental laws that protect the American people from harmful pollutants,” said Attorney General Merrick B. Garland. “Today, the Justice Department reached an initial agreement with Cummins Inc. to settle claims that, over the past decade, the company unlawfully altered hundreds of thousands of engines to bypass emissions tests in violation of the Clean Air Act. As part of the agreement, the Justice Department will require Cummins to pay $1.675 billion, the largest civil penalty we have ever secured under the Clean Air Act, and the second largest environmental penalty ever secured.” Garland went on to say, “The types of devices we allege that Cummins installed in its engines to cheat federal environmental laws have a significant and harmful impact on people’s health and safety. For example, in this case, our preliminary estimates suggest that defeat devices on some Cummins engines have caused them to produce thousands of tons of excess emissions of nitrogen oxides. The cascading effect of those pollutants can, over long-term exposure, lead to breathing issues like asthma and respiratory infections.” Garland said the Justice Department “will work diligently to incorporate today’s agreement into a consent decree that will be filed with the U.S. District Court for the District of Columbia. I am grateful to the dedicated women and men of the Environment and Natural Resources Division, as well as to our partners from the EPA, and the State of California, for their assistance in investigating and prosecuting this case and in reaching this important agreement.” Garland concluded, “Violations of our environmental laws have a tangible impact — they inflict real harm on people in communities across the country. This historic agreement should make clear that the Justice Department will be aggressive in its efforts to hold accountable those who seek to profit at the expense of people’s health and safety.”

Anticipating FMCSA’s speed limiter ruling

John Worthen - January 2, 2024

The Federal Motor Carrier Safety Administration’s (FMCSA) proposal to require truck owners and fleets to implement an engine control unit — also known as a speed limiter — in all trucks manufactured after 2023 has created somewhat of a stir in the trucking industry. As of this writing, the FMCSA was expected to make its final ruling on the issue by the end of December, according to Dave Heller, senior vice president of safety and government affairs for the Truckload Carriers Association (TCA). Unfortunately, December came and went without the agency issuing a ruling. “The timeline, of course, is interesting, as it seems as if the agency always issues its most contentious rulemakings over the holiday season,” Heller said. “That being said, we will be on the lookout for it when it hits the Federal Register so that we can comment appropriately. “At this point, we expect the agency to announce what their speed limiter target could be and whether or not they have allowed for some flexibility in the proposal,” he continued. “The ‘set it and forget it’ mentality is long gone, replaced by tech that can be adaptable to drivers and their safety performance.” Whatever rule ends is issued, not everyone will be happy with it, said TCA Chairman Dave Williams. “At the end of the day, the rule needs to be simple, and it needs to be soundly based on data and science,” Williams said. “As an industry, we have done a great job over the years improving safety. I do believe, as unpopular in some circles as this may be, that speed limiters will help us get to the next level of safe operations. Rather than speculating further, let’s see what comes out and go from there.” The FMCSA did not say exactly what number it plans to choose as the governed speed. In September 2023, the agency published information indicating the chosen speed would be 68 mph, but that report was quickly removed. As of this writing, the agency has said nothing else about the matter. The 2023 proposal is a follow-up to a 2016 joint proposal between the FMCSA and the National Highway Traffic Safety Administration for commercial motor vehicle speed limiters. The 2016 proposal did not gain traction. During its initial review on the Federal Register as part of a supplemental notice of proposed rulemaking, the most recent proposal garnered about 15,000 comments. Many commenters opposed the proposal. A representative of Beyond Dirt LLC wrote on the comment page: “Limiting speeds in trucks will not make them safer. All it will do is impede traffic in places where the truck speed limit is higher, making driving a truck more dangerous for the truck driver because the cars around it will be making aggressive maneuvers to get around it. This law is an overreach, if there is a problem with a few trucks speeding, you need to use the state patrol to in force the speed limit on those law-breaking drivers and not make this job more dangerous for the rest of us.” Heller counters this argument, saying: “The reality is that this assumption can be used for just about any speed — 45, 55, or 65. Wouldn’t that be the same concern on roads that have a speed limit of 25 mph? It is the ‘get out of the way’ theory that likely causes problems on the road in the first place. Speed limiters, coupled with new safety technology, will only serve to help improve the industry and its safety record.” Speed limiters can improve fuel efficiency, which is better for both the environment and a carrier’s bottom line. Greater fuel efficiency means lower CO2 emissions and fewer stops to fuel up, resulting in lower operational costs for carriers. Limiters can help reduce the severity of crashes and can even help prevent some crashes in the first place, making the roads safer for everyone. However, limiters also have the potential to create longer travel times depending on how the maximum allowed speed relates to mandated speed limits. Above all, Heller said, the trucking industry will need flexibility when looking at speed-governing devices. “It is fair to point out that we don’t just support a limit of 65 mph on Class 7-8 rigs,” Heller said. “We also support raising that number to 70 mph if the truck has other safety improvement technology such as adaptive cruise control and automatic emergency braking. “Speed has been noted as a primary factor in fatal crashes that involve commercial trucks, and we continue to emphasize the use of technology that will help make our roads safer,” he concluded. This article originally appeared in the January/February 2024 edition of Truckload Authority, the official publication of the Truckload Carriers Association.

Completely electrifying the trucking industry could take a ‘lifetime’

Linda Garner-Bunch - January 2, 2024

A number of battles in the global fight to clean up the air are taking place in the trenches of the trucking industry. Electric trucks are now a familiar sight on the sales lots, with most manufacturers now producing electric or hybrid-electric models. Some major motor carriers, such as J.B. Hunt, Walmart, and FedEx, have already begun incorporating electric trucks into their fleets. At this point, electric trucks are primarily used in final-mile, drayage, and yard tractor applications. As individual states, along with the federal government, adopt stricter environmental laws targeting emissions, pressure is mounting for the trucking industry to convert to electric rigs. But are electric trucks feasible for an industry that has, for more than 100 years, relied on diesel fuel to power its freight carriers? “As an industry, we continually strive to make the environment a better one for those that will inherit it,” said Dave Heller, senior vice president of safety and government affairs for the Truckload Carriers Association (TCA). “The evidence of the achievements our industry has already accomplished has demonstrated exactly that.” Heller says that as the trucking industry’s essential role in the world’s economy continues to grow, its environmental footprint continues to shrink. “Truck engines manufactured today emit 98% less nitrogen oxide and particulate matter than those built 35 years ago,” he said. “In fact, it takes 60 of today’s trucks to emit what just one truck emitted in 1988. “The long-haul trucking sector has been developed based upon centuries of technological advancements that have gotten us to where we are today,” he continued. “It would be irresponsible of us to think that a diesel replacement won’t take just as long.” Heller notes that states that are already adopting strict environmental laws requiring new trucks to meet idealistic environmental guidelines are not being realistic. “The reality is that as aggressive as these timelines are, we just are not there as a nation,” he said. “Electricity has shown tremendous promise, but today, it cannot replace the impact that the diesel engine has in serving the U.S. economy. “A rush to replace it would serve as shortsighted and irresponsible, at a time when the needs of the national freight system are so paramount,” he continued. For one thing, the nation’s power grid is not prepared to handle widespread adoption of electric vehicles. “It’s not news that our nation is not generating enough electricity at this point to justify a changeover, nor are there enough charging stations to accommodate that change,” Heller said. “Creating a timeline that includes unrealistic deadlines will only amount to more problems that the unintended consequences of these kind of rules that almost always follows them.” Heller isn’t the only industry leader concerned about the issue of electrification and emissions standards. During the Arkansas Trucking Association’s 2023 annual conference, American Trucking Association President and CEO Chris Spear told attendees that it’s time to “turn up the volume and let our story be heard” when it comes to stricter emissions standards.” The third phase of the Environmental Protection Agency’s (EPA) Clean Trucks Plan has caused the issue of big rig emissions to boil over. “Phase 3, on NOx, that’s the toughest stuff,” Spear said. “It’s like squeezing blood out of a rock.” The Clean Trucks Plan calls for reducing production of diesel-fueled rigs and replacing them with vehicles powered by electricity or other alternative fuel sources in the coming years. In December 2022, the EPA finalized part of the plan that calls for cutting cut smog-and soot-forming emissions from new heavy-duty trucks beginning with model year 2027. Like Heller, Spear contends the trucking industry has already made great strides in helping to reduce emissions on diesel engines. “For 40 years, we have worked hand-in-glove with the SmartWay program with the EPA,” Spear said. “We have recognized carriers that have kept up with the latest environmentally friendly equipment.” Spear added that the industry has “been through the process to ensure equipment on the market can withstand the pressures that drivers put them though and still deliver reductions for the environment.” The ATA, he said, is “all in favor of clean air and water. That is not debatable. But in four decades, we have worked to pull 98.5% of harmful emissions out of the tailpipes of trucks you buy on the lots today.” In short, says TCA’s Heller, electric trucks are not likely to become a majority player in the industry anytime soon. “‘One day’ is, of course, the operative word, and that ‘one day’ may take a lifetime to fully achieve,” he said. This article originally appeared in the January/February 2024 edition of Truckload Authority, the official publication of the Truckload Carriers Association.

CARB kicks reporting deadline for CARB’s Clean Truck Check to end of January 2024

John Worthen - December 29, 2023

SACRAMENTO, Calif. — Owners and operators of heavy-duty trucks operating in California now have until Jan. 31, 2024, to file initial compliance reports for the California Air Resource Board’s (CARB) Clean Truck Check (CTC) program database. Previously, the deadline for vehicle and fleet operators to finalize CARB’s initial reporting requirement and make pay the compliance fee for 2023 was Jan. 1, 2024. The registration portal can be found at cleantruckcheck.arb.ca.gov. CARB’s next compliance deadline is expected in July, when owners will need to report the results of a smog check to ensure their vehicles’ emissions control systems are properly functioning or that they have completed needed repairs. For a vehicle to be considered compliant with the CTC for 2023, owner and vehicle information must be reported, annual compliance fees paid and periodic testing requirements met by the current deadline of Jan. 31, 2024. According to CARB, the reporting requirements apply to vehicles that have a gross vehicle weight rating (GVWR) of more than 14,000 pounds and are powered by diesel or alternative fuel. This includes in-state and out-of-state vehicles that travel within California, in addition to public vehicles (federal, state and local); motorcoaches; transit, shuttle and school buses; personal vehicles; California-registered motorhomes; single-vehicle fleets; and vehicles registered outside California (not including motorhomes). For more information about CARB’s CTC, click here.

US sales of new Class 8 trucks falling further behind ’22

Cliff Abbott - December 24, 2023

For the first seven months of 2023, U.S. sales of new Class 8 trucks exceeded sales in the corresponding month of 2022. But August brought a change, when year-over-year comparison showed a decline of 1%. September sales were 3.2% lower than September 2022 sales. October sales were down 6.3%. November showed a continuation of the trend, coming in 17.5% lower than November 2022. According to data received from Wards Intelligence, manufacturers reported U.S. sales of 19,027 new Class 8 trucks in November, representing an 11.2% decline from September sales of 21,417. For the year to date, 242,881 Class 8 trucks have been reported sold. That number is still 7.8% ahead of last year’s total through November, but the percentage has been shrinking with each month since February, when year-to-date sales were 35% above sales at the same point of 2022. While U.S. sales are declining, orders for new Class 8 trucks took a leap upward in November. Class 8 orders are reported for North America rather than the U.S. market, but trends are clearly identifiable. ACT Research reported net orders at 41,732 units in November in its latest State of the Industry: NA Classes 5-8 report. Since manufacturers can build approximately 26,000 trucks a month, the November orders represent 1.6 months of output, pushing back the waiting list for new equipment. Despite November having fewer workdays than October, the number of new Class 8 trucks built increased to 28,400 units. “There may be some pent-up demand remaining for tractors,” said Kenny Vieth, ACT president and senior analyst. “If so, and given freight rates, it remains largely with private fleets.” Vieth cites vocational markets for some of the upturn in ordering, saying they “have been underserved the past few years.” Vocational trucks such as those equipped with dump, concrete, refuse and other bodies rather than fifth wheels, are heavily dependent on the construction market. Vieth also mentioned Mexico, saying, “An increasingly important contributor to strong order numbers is vehicle demand coming out of Mexico, where tractor orders were up more than 150% year over year.” Another factor impacting the Class 8 market is inventory. With a waiting list of six months to a year for new equipment ordered from manufacturers, dealers found it difficult to keep new trucks on the lot. Some manufacturers were even adding surcharges to the regular price of trucks to recover some of the rising cost of parts and materials. Steel used for frames, axles and other parts was selling at record high prices for months. Inventory also includes trucks that have been purchased by body manufacturers. Trucks waiting for installation of trash compactor bodies before being sold to the public are an example. Inventories have begun to grow at dealerships as sales slow. “Class 8 inventory levels remained in a very narrow band for about half of 2023 but have risen in each of the past five months” Vieth said, pointing out that inventory was up 12% compared to November 2022. “The increased inventory tracks with lower tractor retail sales, particularly in the U.S. market where weak freight volumes have started to constrain for-hire demand.” On the used Class 8 market, ACT reported the average used truck price declined 5% from October’s average, while that average truck was a little older with a few more miles. Compared with November 2022, however, the volume of used trucks moved has risen by 48% and those that were sold were cheaper, newer and had fewer miles on the odometer. “Given that November is historically the worst sales month of the year, and follows October, which is the best month, the gain is impressive by any standards,” said Tim Denoyer, ACT vice president. Expect used truck inventories to continue growing as carriers replace older equipment with new units — and other carriers continue to close their doors. Unfortunately, lower prices and higher availability don’t offset the higher cost of credit and the poor freight market, but for those who need a used truck anyway, the market should continue to improve. The individual manufacturers showed a mixed bag of sales performance in the U.S. new Class 8 market in November. Freightliner’s 5,796 trucks sold represented a decline of 31.4% from November 2022 sales of 8,453 and was down 12.9% from October numbers. For the year to date, Freightliner sales have been 3.6% ahead of last year’s pace, the smallest increase by percentage of any manufacturer. International was the only manufacturer to show increased sales in November, reporting 2,952 units sold. That’s an increase of 4.2% from 2,833 sold in October, but also a decline of 2.1% from sales of 3,016 in November 2022. For the year to date, International sales are up 22.7% from its 2022 pace, while the company’s share of the Class 8 market has increased by 1.7%, rising to 14.3% of Class 8 trucks sold. Kenworth topped sales of 3,000 units by 50 trucks but still declined by 17.2% from October sales of 3,682, and by 18.5% from November 2022 sales of 3,743. Peterbilt did slightly better, reporting sales of 3,198 in November — 11.5% lower than October’s 3,612, and with exactly the same numbers for November 2022 with 3,612 sold and a decline of 11.5%. Together, the PACCAR companies have sold 29.3% of the new Class 8 trucks on the U.S. market for 2023, down 0.2% from their 2022 share. Volvo reported sales of 1,980 Class 8 trucks in November, down 10.5% from October sales of 2,212 and down 6.6% from November 2022 sales of 2,121. For 2023 to date, Volvo is the only manufacturer to report sales of fewer Class 8 trucks than in the first 11 months of last year. Sales have declined from 24,404 at the end of November last year by 1.0% to 24,166 this year. Mack sold 1,321 in November, down 10.1% from October and down 20.7% from November 2022 sales. For the year-to-date, Mack sales of Class 8 trucks grew by 11.4%. Western Star continued its great year with sales of 713, increasing its yearly total to 7,425 sold, a 29.2% increase from last year’s pace. December is typically the best sales month of the year, but the total market has been declining, and we could end the year with a December surprise.

HDA Truck Pride adds Bayview Group, expands into Canada’s Atlantic region

Erica N. Guy - December 20, 2023

ST. LOUIS — HDA Truck Pride is expanding its presence in Atlantic Canada with the addition of the Bayview Group, which has 10 locations serving the commercial truck industry in New Brunswick, Nova Scotia and Prince Edward Island. HDA Truck Pride announced the move in mid-December. A second-generation, family-owned business, the Bayview Group has served the region for more than 50 years. The company was founded in 1972 by Mike Nagle Sr., who led the company for the next 22 years. When he stepped down in 1994, his then-26-year-old son, Mike Nagle Jr., picked up the reins and is still leading the company today. “People and community lie at the heart of HDA Truck Pride,” said Tina Hubbard, president and CEO of HDA Truck Pride. “The Nagle family’s remarkable dedication of over 50 years to both the trucking industry and the community of Atlantic Canada resonates deeply,” she continued. “We are enthusiastic about championing the Bayview Group as they continue to grow in the next chapter of their journey.” Nagle Jr.’s sons, Adam and Chris, are expected to continue the Bayview Group’s history of family involvement and values, according to a company statement.