ACT Research Related Content

ACT Freight Forecast Reflects COVID-19 and Lower Commodities

ACT Research lowered its freight expectations as the complexity of the manufacturing restart becomes clearer. ACT expects spot rates to drop more than 20% in April/May from March. read more

ACT: COVID-19 is Changing CV Market Forecasting Assumptions

ACT Research reported that starting in the second half of February, COVID-19 went from a China containment story to one of a spiraling pandemic. read more

Evidence of COVID-19 Apparent in March Commercial Vehicle Orders

Preliminary NA Class 8 net orders in March were down 45% from February and 51% lower year over year. March’s Classes 5-7 net orders were down 36% from February and 31% from year-ago levels. read more

ACT Research Indicates COVID-19 Impacting CV Markets

ACT Research’s Transportation Digest reported that key truck transportation metrics of January and February data may show a global supply chain disruption that took place initially in China. read more

February Used Class 8 Sales Rise 14% M/M and 9% Y/Y

Used Class 8 same dealer sales volumes improved 14% month over month in February, with longer-term sales rising 9% year over year, according to ACT Research. read more

U.S. February Trailer Net Orders Down 45% Y/Y

February net U.S. trailer orders were down 15% month over month and 45% below the previous year, according to an ACT Research report. read more

Severe Setback Expected for China’s CV Markets in Q1/20

China’s heavy and medium truck markets, including tractors, are expected to suffer a severe setback in Q1/20, before a small recovery in Q2. read more

COVID-19 Has Little Impact on February CV Data, Future Impact Expected

Class 8 inventory-to-sales ratio, seasonally adjusted, hit 3.5 months in February, while the Classes 5-7 inventory-to-sales ratio dropped from a “highest in a decade” in January to 3.0 months in February, according to ACT Research. read more

ACT Reports Upcoming Emission Regulations to Benefit Smaller Engines

According to ACT Research and Rhein Associates, upcoming emission regulations will benefit smaller engines. read more

ACT Updates Freight Forecast for COVID-19 and Lower Commodities

ACT Research adjusted its Freight Forecast in response to COVID-19. The outlook for capacity is tighter, as financial volatility will likely further lower new equipment purchasing. read more

COVID-19 ‘Undermines Expectations’ for North American Commercial Vehicle Markets

The global spread of the novel coronavirus, COVID-19, required ACT Research to do a foundational reassessment of near-term economic expectations, and by extension, North American commercial vehicle demand. read more

ACT Reports Regulations Impacting U.S. Commercial Vehicle Market

ACT Research reported that the new low NOx Advance Notice of Proposed Rulemaking will impact the U.S. commercial vehicle market, citing past regulatory examples. read more

ACT Reports Excessive Capacity Challenges in Heavy Truck Market

Key truck transportation metrics continue to give mixed signals in early 2020, according to ACT’s Transportation Digest. read more

Class 8 Orders Down 18% M/M, 16% Y/Y

February’s preliminary NA Class 8 net orders for commercial vehicles were down 18% from January and 16% lower than an easy year-ago comparison. read more

ACT For-Hire Trucking Index Rates Slip While Volumes Improve

The latest release of ACT’s For-Hire Trucking Index showed a sustained uptick in for-hire freight volumes and utilization. But amid ongoing overcapacity, the Freight Rates Index slid further in January. read more

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