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Peterbilt’s Denton plant got the presidential visit yesterday. Trump walked the floor, pointed at the 25% tariff on imported medium and heavy trucks that hit Nov. 1, 2025, and said American trucking is back. Peterbilt has added more than 1,000 jobs at that plant. PACCAR’s number nationwide is north of 2,000 since the tariff. He also leaned on the proposed EPA NOx revision and said it would knock about $6,000 off a new truck. EPA has not finalized that yet. The 2027 standards still land Jan. 1 unless the rule actually changes. That is the factory floor. Out here it is a different receipt. EIA’s week of Sept. 28 put national on-highway diesel at $6.38 a gallon. That is 15 cents off the $6.53 record from the week before, and still roughly $2.60 above a year ago, when it was around $3.75. California was $8.18. Lower Atlantic was the cheap side at $5.95. G7 countries said they will release up to 100 million barrels of diesel and crude over the next four months. We will see if that shows up at the pump or just in a press release. Freight is the same split story. Capacity is tight, spot and contract are both well above last year, and tonnage is soft. Carriers that survived the last three years are finally getting paid. Fuel is eating a lot of it before it hits the settlement. Fuel haulers: the FMCSA waiver is still live through Dec. 16. Gasoline and diesel, interstate. Up to 16 hours of driving in a 24-hour period, not unlimited. Six consecutive hours in the sleeper, or eight off duty if you do not have one. If you tell the carrier you need rest, they have to let you shut it down for 10. Old Dominion’s 4.9% general rate increase hits Monday, Oct. 5. LTL is not waiting on peak. Build the truck here. Just do not tell me the rate is healthy until diesel comes off these numbers.

The Peterbilt 362 cabover took over for the model 352 in 1981 and became, IMHO, the best looking cabover truck ever. This model offered more interior room and in 1990 they began with the 362E which was even roomier and was easier to get into. They offered Cat, Cummins and Detroit for power with all the usual Roadranger trans options. Timeless classic this one.

Gunther, Peterbilt adding 1,000 jobs is great news. Nobody needs to pretend otherwise. What’s hilarious is turning one factory into the national economic report. Peterbilt says the tariffs helped it hire 1,000 workers. Great. Meanwhile, BLS data show total U.S. manufacturing employment is still slightly lower than it was a year ago. So apparently the “tariff story the media will never tell you” is simply: tariffs can benefit a protected manufacturer while producing much more complicated results across the rest of the economy. One factory anecdote isn’t an economic analysis, Gunther. It’s an anecdote with a 🔥 emoji.