Originally published at: No Prebuy Surge: Trump Admin Scraps Costly Truck Regulations - FreightWaves
A potential truck buying surge in anticipation of stricter emissions rules has been canceled.
This is great for Wabash National. Fleets were already pre-buying ; slanting purchase towards tractors & away from trailers; to fund pre-buy. I expect Wabash, who is down 60% share price y/y…… to reverse this, starting now. Gr8 time to buy Wabash shares.
BTW, Craig . Do an article about Wabash / tariffs. They are The only OEM to already use steel from the US. Their “Dura Plate” walls have always been made here too; so zero exposure to tariffs; unlike the other OEM’s; who import their steel & wall panels. Huge competitive advantage for Wabash; which is a nice reward for doing the right thing. Trump needs to undo Russia oil sanctions for hot Econ. This is coming; IMO the Russia / Saudi’s /Trump alliance = lots of cheap energy; which I predicted would have already happened. Slight lag. Maybe one more month. Then, HOT trucking etc. Especially with tariffs. This cheap, globe flooding energy would offset tariffs.