- How will decarbonization affect revenues for MHD truck OEMs, fleets, and dealers?
- What actions can these stakeholders take to mitigate revenue losses?
- Is the current business model one that is appropriate for a post-ICE MHD truck business?
1Q 2024
Decarbonization Means Drastic Changes for the Medium and Heavy Duty Truck Value Chain
Moving away from
the internal combustion engine (ICE) is the biggest change that the truck
manufacturing industry will likely ever experience. More so than mass
production or regulation, decarbonization takes an established and mature
industry and turns it on its head. These changes will reverberate along the
entire industry value chain.
This report assesses the impact of decarbonization
and electrification on the
medium and heavy duty (MHD) truck value chain for
three specific stakeholder groups—OEMs, truck fleets, and dealers—and considers
the viability of the current industry business model moving forward.
Pages
11
Tables | Charts | Figures
6
Key Questions Addressed
Who Needs This Report
- Truck manufacturers
- Component suppliers
- Truck dealerships
- Truck fleets
- Regulators
Table Of Contents
Spark
Context
Recommendation
Decarbonizing and Electrifying the MHD Trucking Industry Will Create Significant Revenue Shortfalls
OEMs Will See Substantial Reductions in Aftermarket Revenues
Truck Fleets Will Save on Costs but Lose Fuel Surcharge Revenues
Dealers Will Be the Hardest Hit by Aftermarket Revenue Losses
A Coherent Plan for the Transition to Electrification Is a Strategic Priority for the MHD Trucking Industry
OEMs May Have to Offer Support to the Network in the Medium Term
OEMs May Need to Consider Taking Distribution In-House
The Trucking Industry Needs a New Business Model
List of Charts and Figures
- PACCAR: Contribution to Revenue by Segment, Industrial Business
- PACCAR: Contribution to Gross Margin by Segment, Industrial Business
- Werner: Supplies and Maintenance Costs as a Percentage of Revenue
- Werner: Fuel Surcharge as a Percentage of Revenue vs. Operating Ratio
- Werner: Fuel Surcharge vs. Supplies and Maintenance as a Percentage of Revenue
- Rush: Revenue and Gross Margin Comparisons
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