RUSSIA REPORT

March 10, 2022—The KAMAZ plant, which was hit by sanctions, has production orders only until the end of March. Currently, the OEM is working through orders for April and May, according to a company official. Company operations are linked to supplies from Europe, which have been halted, he said.

He also added that production continues, but changes in model range cannot be avoided. The main efforts of the OEM will be concentrated on deeper localization of trucks and rearranging production using local components.

Daimler has suspended co-operative 12-year truck operations with KAMAZ. According to a Daimler spokesman, it will not supply components to KAMAZ and will not assemble trucks in their joint venture.

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PSR Analysis: KAMAZ already faces a shortage of foreign-made components, and may have problems making trucks with Cummins engines, ZF transmissions and Bosch fuel systems. These components will be substituted with parts made by KAMAZ and its local partners until the end of March.

Earlier, assembly operations in Russia were suspended by truck makers Volvo, Scania and MAN.  PSR

Maxim Sakov is Market Consultant-Russia for Power Systems Research