The likes of Johnson Matthey (JMAT) and IMI (IMI) will be hoping that this lull ends soon, as their catalytic convertors are regularly used on big, fume-generating trucks across the pond. Other names exposed to the market include Senior (SNR), Daimler (DE: DAIX.N), Paccar (US: PCAR) and Volvo (SE: VOLV).
North America Class 8 Monthly Orders - Seasonally Adjusted
Source: Liberum, Industry sources
