Cummins sees final EPA NOx rule in December, effective Jan. 1

Cummins says EPA is expected to publish the final heavy-duty nitrogen oxide rule in December, close to the Jan. 1 effective date.

Cummins CEO Jennifer Rumsey said on the Nov. 5 earnings call that unclear penalty details have slowed orders for Class 8 and medium-duty trucks in recent months.

Carriers still do not know how the noncompliance penalty scale will be priced, and that question is affecting truck purchase decisions.

The draft rule kept the 35 milligrams per horsepower-hour limit from 200, while giving manufacturers flexibility on implementation, noncompliance penalties and credits.

Cummins cut its 2026 North American medium-duty forecast to 125,000 to 130,000 units from 130,000 to 140,000, and kept its heavy-duty forecast at 240,000 to 250,000 units.

The engine maker said it will keep building current X15, X12 and L9 engines and expects limited production of a new X10 and updated X15 in January.

Its Jamestown, N.Y., plant is expected to run at capacity in the fourth quarter of 2026, and the company expects more current-product sales in 2027 as the transition continues.

Source: Transport Topics — https://www.ttnews.com/articles/cummins-earnings-q3-2026