The freight ecosystem is inundated with truck trailers after an explosion of orders and OEMs following suit with producing them during the pandemic. Market disjointedness might be hiding the mess.
Enjoying the few articles you've put out. Not many shipping & logistics related substacks that are of this quality. If you know of other good ones that you're into please let me know. Thanks!
Hey quick question. What does OEM refer to in the context of your article?
OEMs are the original equipment manufacturers, the trailer production companies in this context.
Enjoying the few articles you've put out. Not many shipping & logistics related substacks that are of this quality. If you know of other good ones that you're into please let me know. Thanks!