CFZ E-Wiggle Workspace Message Board

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Strategies & Market Trends : CFZ E-Wiggle Workspace

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To: skinowski who wrote (40445)	11/25/2024 6:20:05 PM
From: ajtj99	Read Replies (1) of 41464

I don't think so. Companies have been front-running the new 2027 diesel emissions standards. Companies placed orders for trucks over a year ago hoping to get delivery by 2026. Backlogs are still at least 9-months from what I'm seeing. When the 2027's come out, orders will fall to almost nothing. That's what happens each time in these cycles. They're front run, and then sales evaporate. Last time this happened was 2017 if memory serves. The prior time was about a decade prior, and about 8-years before that around 1999.

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