PACCAR

Daimler Truck North America is publicly resisting proposed noncompliance penalties that would allow engine manufacturers to simply pay fines and rather than meet the drastically tighter NOx standard of 0.035 brake horsepower hour that takes effect in 2027.

The concern centers on comments from PACCAR's CEO, who suggested on a recent earnings call that paying the penalties of $6,000 to $7,000 per engine might be an acceptable business strategy, especially when estimates suggest that engineering a fully compliant engine could cost as much as $15,000.

Daimler officials argue this contravenes what Congress intended, turning what should be a punishment for technological inability into a calculated economic decision.

The Engine Manufacturers Association backs Daimler's position, warning that companies like Daimler that invested heavily in compliance technology over the past decade could see those investments and jobs put at risk.

Maybe, but then that really puts those who have already put all of the work and investment and money into making these engines compliant.

And this is the

Daimler versus PACCAR, I think, dispute.

One is, I mean, Daimler is the largest truck manufacturer.

However, there will obviously be human truck drivers for a long, long time.

And I think the bigger risk to PACCAR, to pick on them particularly, is, you know, if you're circling the wagon on autonomy, like, and the drivers themselves are going to find a truck more comfortable to drive, right? Your risk is now semi because the truckers are going to want a more comfortable drive than what you're offering.

Now, look, I'm going to criticize myself immediately.

talking about whatever, I think what Tesla said last night, like 500 miles, these Packard trucks are going into the Permian Basin, right? The real Permian Basin, not like the Aurora version of the Permian Basin where you're still on a road, like the Permian Basin where you're like in the sand and bouncing.

We've got, firstly, I mean, sponsorship.

The main sponsors that we've got here is... is Kenworth, PACCAR Australia, and especially Gilbert and Roach in Sydney.

We've got Chris Richardson, who's the head of spares there.

He took this over from the original guy after only 12 months or so.

All of the bags and everything that comes here that we give out, there's like 1,200 or 1,500, I think it was, bags that they gave us full of the hats and all the bits and pieces.

Got to go and get one.

And that all comes through Gilbert and Roach, and then PACCAR put their bit together.

I've got to say, this is the other bit I want to tell you about the mateship in this industry.

as bellevue is

Yeah, so T-Mobile, Paccar, which is a truck manufacturer, Valve, where my friend Ali Moss works, the great video game company Valve.

Okay, shout out to Valve.

Who created Half-Life and Portal and the Steam machine and Steam in general.

So you're looking at $1,500 to $2,500 truck notes when really you should be budgeting yourself for paying for something in cash that has tons of miles in it already because they worked out the kinks.

Always look for something with PACCAR, with Cummins ISX engines, any of those things right there.

You should really limit yourself and your budget.

I mean, you should never exceed more than $25,000 to $30,000 spent on each truck that you can pay for in cash.

As long as you follow the directions on the bottle, you know, you're not going to be causing any type of damage or, you know, voiding any type of warranties.

And as far as, you know, we work directly with PACCAR and we work directly with Cummins, you know, and so we work directly with those engine manufacturers to make sure that, you know, nothing is causing damage.

not only is it not causing harm, but it's doing what it says it does on the bottle for them to want to give that kind of recommendation.

So I can't speak for, you know, all additives.

Go to power service and you're done.

For the people who may not be there.

How do I know? You were talking about you work with, you know, with PACCAR and Cummins and stuff.

I know for myself, and if anybody's tried to rebuild a truck, they know the expense of a new motor.

There are a number of industrial names I own.

I like PACCAR just because I think the trucking cycle is finally recovering.

So that would be a name on the industrial side.

But there are a number of names that one could own.