Trucks, trailers, tariffs: Updated commercial vehicle data

A brief surge in June trailer orders offered a flicker of optimism, but the commercial vehicle market remains stuck between softening freight activity and rising input costs, particularly for aluminum-intensive products.

OEMs are struggling to maintain pricing power, body builders are absorbing disproportionate inflation, and fleets are waiting out uncertainty by extending equipment lifecycles or shifting to rentals.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.