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Focusing on class 5,6,7 and 8 manufacturing in the US

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@CheyCab Think 07-08 is when Denton and Chilli went to one shift last. Ste T(Canada) laid off again and running very low numbers now. Chilli and Denton got some medium duty from Ste T and Denton got 520’s from Mexico.

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@DaveCol83569461 @AnnRolle_ They will move production to Ohio and Texas. They are actually taking a small amount from Mexico to Texas too.

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@michaelwgehl @GordMagill That’s exactly what they are doing, the work gets split up between Texas and Ohio.

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@DaveCol83569461 @FedUpWithBadAir @raghu_venugopal What exact subsidies do you think they are looking for?

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@SRussellNet I read an article yesterday stating that Ste Therese used to build 96 trucks but will now drop to 18 a day, following the recent layoff of 300 employees. It makes me wonder what the break even point is for that factory.

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@kowalski98567 @Pat77432407 Layoffs are common, but moving production to the U.S. is not. This isn’t normal, and it suggests the factory is close to being shut down.

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@truck8256 @MelissaLMRogers Mexico produces many models for Central and South America, so I would assume that operation stays. However, you have to wonder how long Ste-T can keep its doors open. I’ve read they’ll be producing 18 trucks instead of 96 — what’s the break-even point for that factory?

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PACCAR plant lays off 300 employees amid tariff war https://t.co/KsNUvDdw6u

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@SRussellNet I also have to wonder what PAC thinks about that plant being a union facility. The last plant they closed was Tennessee and it was Union too.

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@SRussellNet I agree, I wonder how the USMCA deal protects the plant if they build low numbers?

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@REALkwlouisiana Most models are built in the U.S., but some medium-duty Peterbilt and Kenworth trucks are built in Canada, certain Kenworth models are produced in Mexico, and Peterbilt 520s (trash trucks) are also built in Mexico

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@PreacherDeu @JdeMontreal How many trucks are they building now?

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@MWM874507034303 @RepRWilliams @DC_Reporter @HouseSmallBiz If your business relies on moving freight and all the other OEMs are paying the same tariffs, then yes, customers will still buy the trucks. However, if the tariff on parts reaches 100%, that could definitely slow down how often new trucks are purchased.

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@MWM874507034303 @RepRWilliams @DC_Reporter @HouseSmallBiz In contrast, when it comes to parts—such as frame rails—there isn’t currently a U.S. supplier capable of meeting the demand. New facilities would need to be built, or existing suppliers would have to expand their current facilities to handle the increased volume.

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@MWM874507034303 @RepRWilliams @DC_Reporter @HouseSmallBiz The reason this shift is easier and already happening is because, for example, Peterbilt builds nearly all of its models in the U.S. and only needs to ramp up production to make it work.

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@MWM874507034303 @RepRWilliams @DC_Reporter @HouseSmallBiz He’s referring to the 232 tariff. If it actually goes into effect on November 1st, it could cause PAC to move most of its medium-duty truck production from Canada to the U.S. That would create more jobs at the existing plants and could even lead to the construction of a new one.

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@AlvaApp @Reuters Any chance Pac shifts some model construction to the US instead?