The ongoing trade war and regulatory limbo continue to weigh on the for-hire market recovery, and by extension, tractor demand, as published in the latest release of the North American Commercial Vehicle OUTLOOK from ACT Research.
“For for-hire carriers, still managing the longest downturn in recent history, initial tariffs in 1H did two things: 1) Temporarily pushed retail sales above replacement levels, stalling a necessary capacity contraction and prolonging a rate recovery; and 2) 1H’s large macro demand pull-forward has elevated the risk of weaker goods demand in 2H, potentially prolonging the path to recovery,” according to Ken Vieth, ACT’s President and Senior Analyst.
“Vocational, like the tractor market, continues to be hampered in the short-to-medium term by policy fluctuations related to tariffs, federal funds, and emissions regulations,” Vieth added. “Also, softness in end markets like housing are not helpful. However, secular trends regarding utilities, roads, and data centers remain positive for vocational in the long run.
“With freight rates remaining at low levels, a potential freight air-pocket inbound after a large goods pull-forward, tariff-driven goods inflation inbound, a pullback by private fleets after their significant 2023-2024 market share grab, uncertainty surrounding EPA’27, and ongoing uncertainty around US economic policy, there is little evidence to support a more constructive 2026 outlook. Additionally, the newly announced §232 tariffs on imported heavy trucks adds to uncertainty in the short term,” he concluded.
Mack Anthem makes public debut next week
One of Mack Trucks’ newest models will be shown at the american Trucking Association’s Management Conference & Exhibition (MCE) in San Diego next week.
The new Mack Anthem. Making its first public appearance since its virtual reveal in June.
The company said he Anthem represents “a bold evolution of a true industry icon — delivering enhanced maneuverability, improved forward visibility, and up to 10% better fuel efficiency for a competitive edge that pays off on every mile.”
Available in day cab, 44-inch sleeper, and 64-inch sleeper configurations, the Anthem combines durability with comfort drivers will appreciate, featuring a nine-inch wider cab, wide-base heated and ventilated seats with optional massage, and stand-up sleeper designs.
The company aslo said safety remains front and center with Mack Protect, a standard suite of advanced driver-assist technologies, including optional Blind Spot Radar, digital mirrors, and Side Integrated Curtain Airbags to protect drivers during rollover incidents.
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