As larger players reap size advantages, what next for Navistar?

Navistar is nearing the end of its recovery phase after a disastrous decision to pursue EGR-only engine technology, and considerable progress has been made. However, as it has been preoccupied with a powertrain reversal strategy, rivals have not been idle and the market landscape is changing. Jonathan Storey believes the key to Navistar’s survival lies in a new strategic partnership.