BRAZIL/SOUTH AMERICA REPORT
July registrations of implements (trailer and over-chassis) reached 13,133 units, above the January to May average of 12,500 units. ANFIR (National Association of Road Implement Manufacturers) forecast is to reach 165,000 unit registrations, slightly above the 163,000 registered last year.
Source: Automotive Business Read The Article
PSR Analysis: The trailers and over-chassis implement supply chain has fewer constraints than the Truck supply chain. While the market is influenced by the same drivers, the atypical stops due to shortage of components make the Trailer market an indicator of the Truck Market without the constraints. The positive outlook either in terms of actual sales and the forecast made by the OEM reinforces the forecast of a strong MHV production and sales numbers for the second half of 2022. PSR
Fabio Ferraresi is Director Business Development-South America for Power Systems Research
