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79% of US Fleet Operators Plan Major Truck Investments

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The signal

A Bain & Company study of 210 U.S. fleet operators found that 79% plan major investments in their truck fleets over the next 6-12 months, with more than one-third expecting growth of 10% or higher.

Fuel efficiency, reliability, and total cost of ownership remain top purchase criteria.

This surge reflects rising demand as autonomous technology gains traction and manufacturers like Tesla expand capacity, signaling a potential supply constraint for truck makers if inventory availability does not keep pace.

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