The GEM model, which started in January 2025, requires trucks in the heavy industries to meet certain greenhouse gas emissions limits. Certain things that limit the greenhouse gases and get credits can be purchased on trucks. Some of the vehicles that are bought have low-resistance tires on them, which gets them a positive credit. When they import them into Canada, they immediately replace the tires because they're not good for snow and they're not good for off-road use in the resource sector.
In the resource sector, we also have vehicles that are often used sparingly, probably 10 or 20 hours a week, but they're treated like they're run 40 or 50 hours a week, as in a conventional trucking company. When these people can't afford these trucks or can't find them available—and often they can't, because it's based on a California emissions regulation the EPA developed many years ago now, which has been reversed—they have to buy one high-priced new vehicle in order to buy another vehicle that they can actually use. Then they're parking some of these high-cost vehicles so that they can do work in the resource sector.
