Leading with coverage of the announcement late last week of a 25% tariff on trucks, from our coprorate cousins over at FleetOwner. OEMs as of Friday couldn't say much, because all they know is what they saw on a social media post. But in comments filed with the Commerce Dept. last spring they broadly opposed such a move, citing disruption in an already shaky market. Tariffs are taking a toll on trailer OEMs, as well, per the latest reports from FTR, ACT Research.
What's the solution? As this newletter reflects each week: Keep your head down, continue to innovate, and be ready for the rebound.
