BUZZ-European truck makers gain as EPA sticks to 2027 emissions rules deadline, analyst says
European truck makers' shares rise as the U.S. EPA confirms the 2027 emissions rules deadline, despite lobbying efforts. Daimler Truck and Traton shares increase by about 3%, while Volvo rises by 2%. Analysts suggest a pre-buy for trucks in 2026 due to expected price increases from new emissions standards.
Shares in European truck makers rise after a media report says U.S. Environmental Protection Agency does not plan to delay heavy-duty engine and vehicle emissions regulations
Shares in German Daimler Truck (DTGGe.DE) and Traton (8TRA.DE) are up about 3%
Swedish peer Volvo (VOLVb.ST) is up 2%
“Apparently, EPA plans to not delay the heavy-duty engine and vehicle emissions regulation set to go into effect in 2027, although there will be a major change to the rule,” Warburg Research analyst Fabio Hoelscher says, adding the news came from Commercial Carrier Journal but not from EPA
“EPA27 still going in effect means there is clarity for carriers and likely a bit of a pre-buy for trucks in 2026 because vehicles with the new emissions standards from 2027 onwards will be slightly more expensive,” the analyst adds
EPA makes it clear that it does not plan to postpone the 2027 emissions regulation despite massive lobbying efforts by trucking associations, a local trader says
