Class 8 truck orders finished 2021 with a backlog-to-build timing exceeding 12 months. But orders for electric trucks are being processed in a quarter of that time, according to manufacturers under pressure to meet state zero-emission mandates.
The number of electric orders is tiny — several dozen to a few hundred is a good estimate — compared with total Class 8 orders of 23,100 preliminary December orders projected by FTR Transportation Intelligence. FTR estimated 365,000 new trucks were booked...
https://www.freightwaves.com/news/class-8-truck-orders-remain-under-pressure-entering-2022