North American heavy-truck and engine producers face an increasingly uncertain regulatory, trade and economic backdrop in 2025. With the EPA planning to reconsider several heavy-truck regulations, there are growing risks to expectations of higher build rates in 2H and 2026. In this Talking Transports podcast, Brett Merritt, president of Cummins’ Engine Business, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, and Chris Ciolino, senior US machinery analyst, to share his insights about navigating the North American truck market during this pivotal time. Merritt also discusses alternative powertrain technologies, tariffs, order trends and how a native Hoosier ascended to lead Cummins’ Engine business.

<p>North American heavy-truck and engine producers face an increasingly uncertain regulatory, trade and economic backdrop in 2025. With the EPA planning to reconsider several heavy-truck regulations, there are growing risks to expectations of higher build rates in 2H and 2026. In this Talking Transports podcast, Brett Merritt, president of Cummins&rsquo; Engine Business, joins Lee Klaskow, Bloomberg Intelligence&rsquo;s senior transportation and logistics analyst, and Chris Ciolino, senior US machinery analyst, to share his insights about navigating the North American truck market during this pivotal time. Merritt also discusses alternative powertrain technologies, tariffs, order trends and how a native Hoosier ascended to lead Cummins&rsquo; Engine business.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Cummins’ Merritt on Regulatory Uncertainty

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9d3b8ff9-b50f-4e08-bca6-b2ab00c20dfe/transcript

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