1、_Industrial Truck Association_Alliance of Industrial Truck OrganizationsPresidents ForumKyoto,Japan27 October 20231_Global Economic Outlook2_Industrial Truck Association_US Gross Domestic Product(GDP)3_Industrial Truck Association34.8%-28%2.1%-0.6%_US Employment Data4_Industrial Truck Association4.9

2、%4.4%9.8%3.8%13.0%3.7%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%United States Employment SituationMonthly change,seasonally adjustedNatural Unemployment RateUnemployment RateSource:Bureau of Labor Statistics_Job Openings5_Industrial Truck Association12,47123,0506,3553,9154,6309,61005,00010,00015,00020,0002

3、5,000TOTAL NONFARM UNEMPLOYMENT VS.JOB OPENINGS(000S)SOURCE:US BUREAU OF LABOR STATISTICS(BLS)Total UnemployedJob Openings_Effective Federal Funds Rate6_Industrial Truck Association0.150.070.110.340.651.412.41.550.090.084.335.330123456Effective Federal Funds Rate(Monthly Average)Source:US FEDERAL RE

4、SERVE BOARD(FRB)Rate_Durable Goods Orders7_Industrial Truck Association_Manufacturers Unfilled Orders:MHE8_Industrial Truck Association10,286 9,771 7,717 18,300 19,153 -5,000 10,000 15,000 20,000 25,000Manufacturers Unfilled Orders:Material Handling Equipment Manufacturing($Millions)Source:US Census

5、 Bureau_Transportation Equipment New orders for transportation equipment decreased 0.3%during August 2023 to$97.7 billion9_Industrial Truck Association_US Automotive Market10_Industrial Truck AssociationTotal housing starts declined to a three-year low in August 2023.1,5651,8031,283676948

6、001,0001,2001,4001,6001,8002,000Housing Starts(000s SAAR)Source:US Census BureauTotalSingle Family11_US Housing Market_Industrial Truck Association_US International Trade 12The goods and services trade deficit was$58.3B for August-2023._Industrial Truck Association_Note:Includes U.S.,Canada,Mexico a

7、nd GovernmentNorth American Lift Truck Industry2087226024223034834402002503003504002005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023YTDThousandsHistoric Retail Orders(000s)CY 2005 2023 September YTD_Note:Include

8、s U.S.,Canada,Mexico and GovernmentNorth American Lift Truck Industry98722602422303483440200250300350400200920000022 2023 YTDThousandsHistoric Retail Orders(000s)CY 2005 2023 September YTDHistorical Retail OrdersElectricIC_

9、IC vs.Electric Trend CY 1993 2023 September YTDNorth American Lift Truck IndustryElectricIC55%55%57%60%61%69%67%45%45%43%40%39%31%33%0%10%20%30%40%50%60%70%80%ELICRecessionRecessionRecession_Note:Includes U.S.,Canada,Mexico and GovernmentNorth American Lift Truck Industry987226

10、024223034834402002503003504002009200000222023YTDThousandsHistoric Retail Orders(000s)CY 2010 2023 September YTDHistorical Retail OrdersClass 1Class 4/5_3.1%3.0%1.3%1.0%0.5%0.8%0.5%0.4%0.2%0.2%4.7%14.3%12.0%12.3%11.0%10.5%10.2%10.9%11.3%9.1%17.4%

11、11.9%82.6%85.0%86.5%88.0%89.0%89.0%88.6%88.3%90.8%82.4%90.0%83.4%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%200002120222023 YTDFactory Orders By Engine Type Class 4&5 CombinedCY 2013 2023 September YTDGasolineDieselLPGNote:Includes U.S.,Canada,Mexico and

12、U.S.GovernmentNorth American Lift Truck IndustryLPGDieselGas_Warehouse vs.Counterbalance TrendCY 1993 2023 September YTDNorth American Lift Truck IndustryCBWH37%38%42%46%63%62%58%54%0%10%20%30%40%50%60%70%WHCBRecessionRecessionRecession_US External Forces on MarketLegislative and RegulatoryTrade Pol

13、icyInfrastructure Investment and Jobs ActCalifornia Air Resources Board(CARB)Zero Emission Measure_National Forklift Safety DaySpotlight the safe use of powered industrial trucksEducate customers,policy makers,administration,etc.on forklift best safety practicesNational Forklift Safety Day June 13,2

14、023_National Forklift Safety Day Results of NFSD June 13,2023 event included:o 330 registered participantso 128,373,835-ITA press release media circulation.Results of NFSD June 14,2022 event included:o 813 registered participantso 153,448,958 ITA press release(2 press releases averaging 75,000,000 each)media circulation.NFSD June 11,2024_2023 National Forklift Safety DayNational Press Club,June 13,2023Washington,DC_THANK YOU_Industrial Truck Association23