Rising diesel fuel prices have pushed costs to near record highs, creating a surge in unsold heavy-duty trucks that is straining dealerships across the industry. Analysts warn that the economic strain could lead to a modest decline in light-vehicle sales during the upcoming quarter. The combination of high fuel expenses and a growing inventory backlog raises concerns about dealer profitability and consumer demand. Industry observers are closely watching whether these trends will extend into broader market shifts.


With diesel gasoline nearing $6.51 a gallon on average, swelling heavy-duty truck inventory is rattling dealers. Third-quarter light-vehicle sales are expected to fall slightly, forecasters say.