Volvo EU Driveshaft LTA renewal: revised proposal submitted. Compact Plus series launch being considered. Commercial adjustment of +3.5% requested (1.5% due to FX). Strong resistance.
AdvanTEK40 (PACCAR and Navistar) and 46k (Navistar) sales continue to be below expectations.
Navistar Purchasing is challenging Dana cost of SPL250 driveshafts sourced from Mexico vs. Lima.
Specialty: component availability issues as a result of the MFO move are effecting customer builds (Bell and Rostselmash).