{"id":3272,"date":"2021-12-17T17:52:49","date_gmt":"2021-12-17T17:52:49","guid":{"rendered":"https:\/\/cantruck.ca\/act-research-commercial-vehicle-industry-faced-with-persistent-supply-shortages-now-facing-omicron-variant\/"},"modified":"2025-01-10T16:43:40","modified_gmt":"2025-01-10T16:43:40","slug":"act-research-commercial-vehicle-industry-faced-with-persistent-supply-shortages-now-facing-omicron-variant","status":"publish","type":"post","link":"https:\/\/cantruck.ca\/fr\/act-research-commercial-vehicle-industry-faced-with-persistent-supply-shortages-now-facing-omicron-variant\/","title":{"rendered":"ACT Research: Commercial Vehicle Industry Faced with Persistent Supply Shortages, Now Facing Omicron Variant"},"content":{"rendered":"<div>\n<p>According to ACT\u2019s latest release of the<span class=\"apple-converted-space\">\u00a0<\/span><em>North American Commercial Vehicle Outlook<\/em>,<span class=\"apple-converted-space\">\u00a0<\/span>despite rock-solid demand across the spectrum of forward-looking medium and heavy-duty vehicle market indicators, industry capacity remains range-bound across a broad front of supply-chain constraints, and now Omicron was emerged as a wildcard.<\/p>\n<\/div>\n<div>\n<p>The<span class=\"apple-converted-space\">\u00a0<\/span><em>N.A. CV OUTLOOK<\/em><span class=\"apple-converted-space\">\u00a0<\/span>is a robust report that forecasts the future of the industry, looking at the next 1-5 years, with the objective of giving OEMs, Tier 1 and Tier 2 suppliers, and investment firms the information needed to plan accordingly for what is to come. The report provides a complete overview of the North American markets, as well as takes a deep dive into relevant, current market activity to highlight orders, production, and backlogs, shedding light on the forecast. Information included in this report covers forecasts and current market conditions for medium and heavy-duty trucks\/tractors, and trailers, the macroeconomies of the US, Canada, and Mexico, publicly-traded carrier information, oil and fuel price impacts, freight and intermodal considerations, and regulatory environment impacts.<\/p>\n<\/div>\n<div>\n<p>According to Kenny Vieth, ACT\u2019s President and Senior Analyst, \u201cRipples from pandemic-driven changes to economic relationships are still being felt in the form of constraints that are not localized and are beyond the CV industry\u2019s ability to drive solutions.\u201d He continued, \u201cThe explosion in demand for goods (semiconductors, steel) during a period of contagion has led to pandemic-driven failures in a globally reliant web of interrelated manufacturing supply chains. Scaling complex global networks when demand is booming during a period of constrained supply,<span class=\"apple-converted-space\">\u00a0<\/span><em>globally<\/em>, has proven inadequate to the task pandemic-to-date.\u201d<\/p>\n<\/div>\n<div>\n<p>Vieth<span class=\"apple-converted-space\">\u00a0<\/span>added, \u201cThe emergence of the Delta variant of COVID exacerbated supply-chain constraints with manufacturing shutdowns across Southeast Asia through the second half of 2021. We now have to ask, \u2018What impacts may arise with the new and more highly transmissible Omicron variant on the loose?\u2019 Paradoxically, early reports indicate that while it appears to be more contagious, it also appears to be less deadly.\u201d He concluded, \u201cAs with the broader pandemic, the risks would appear in the same asymmetric veins of strengthening demand and elevating supply risks. The period of above-trend goods consumption could extend even as the risk of supply-chain disruptions lingers. If early data showing reduced severity hold, the Omicron variant could accelerate activity, if it reduces broader pandemic risks and aids the recovery in labor supply.\u201d<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>According to ACT\u2019s latest release of the\u00a0North American Commercial Vehicle Outlook,\u00a0despite rock-solid demand across the spectrum of forward-looking medium and heavy-duty vehicle market indicators, industry capacity remains range-bound across a&#8230;<\/p>\n","protected":false},"author":2,"featured_media":240,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[16,1493,54],"tags":[677,2032,1506,1050,2033,1971,678],"class_list":["post-3272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-conditions","category-covid-19","category-technology-equipment","tag-act","tag-commercial-vehicle-outlook","tag-covid-19","tag-manufacturers","tag-omnicron","tag-supply-chain-disruptions","tag-truck-sales"],"acf":[],"_links":{"self":[{"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/posts\/3272","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/comments?post=3272"}],"version-history":[{"count":0,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/posts\/3272\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/media\/240"}],"wp:attachment":[{"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/media?parent=3272"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/categories?post=3272"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cantruck.ca\/fr\/wp-json\/wp\/v2\/tags?post=3272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}