In our latest analysis of the global truck players, we look back on a challenging year 2021, and also into near future of the truck market. Some of the key takeaways: Supply chains remain uncertain The Ukraine war has added even more uncertainty to supply chains which have been under stress since the recovery from the sharp market decline in Q2 2020. With Shanghai being in lock-down, there are significant risks looking forward. No signs of weakness on the demand side Although there are first signs of economic slow-down on the horizon, the need for new trucks is still considerably high. There is a massive pent-up demand and a huge order backlog – 2022 production is sold out. German OEMs have homework to do While Volvo and Paccar are very profitable with double-digit margins, both Daimler and Traton need to improve performance, namely for Fuso, MAN and Navistar which are below 5% RoS. Check out our full analysis here ⬇️ Berylls. Making Automobility Viable. But Different. #supplychains #trucking #trucks
Thanks for sharing.
Thanks to you and your team for these helpful insights Martin French
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1yGreat market analysis - Good analysis of the truck market situation. Segmented market price developments would be a great addition.