Idle Giants Report: Behind the Curve
This report by Idle Giants finds that legacy heavy-duty truck manufacturers—specifically Daimler Truck, TRATON, and Volvo Group—are currently failing to secure their competitive futures by pursuing low-volume, high-price strategies for electric trucks. Established manufacturers have the financial strength and engineering expertise to compete, but their current strategies are narrowing their path to doing so. In particular, how they price and invest in electric trucks is limiting their ability to build necessary scale, while their policy advocacy is undermining government support that could help them achieve it.
