recent research from Stifel Capital Markets... “We believe the North American truck equipment market is poised for a period of strength over the next two-three years, and we do not believe 2018 will be the ‘peak’ year for production,” he added.
“We are forecasting Class 8 production of 305,000 units in 2018 and 315,000 units in 2019,” Baudendistel said. “We believe there is upside potential to both of those numbers – with less downside risk in 2018, especially.”
https://www.fleetowner.com/trucks-work/growing-power-disruption-and-technology