Scania has completed the industrial investments required to produce electric trucks at its São Bernardo do Campo plant in São Paulo state, Brazil, but is waiting for sufficient market scale before starting local manufacturing.
According to Christopher Podgorski, President and CEO of Scania Latin America, the factory already produces electric bus chassis and has the full industrial structure ready for electric truck assembly. The company currently sells the imported 30 G electric truck from Sweden in Brazil, focused on urban and regional operations, with only one unit sold so far to Reiter Log.
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Local electric truck production had previously been indicated for November 2027, initially at a pace of one unit per day. The project is part of Scania’s $391.93 million USD (R$ 2 billion) investment cycle for 2024 to 2028. The company expects early adoption to concentrate on logistics corridors in the South and Southeast, especially between Rio de Janeiro, São Paulo and Campinas, while maintaining a multi-energy portfolio that includes diesel, natural gas, biomethane and electric platforms.
Source: Revista M&T, based on Transporte Moderno. Read The Article
PSR Analysis. Scania is adopting a portfolio readiness strategy, preparing its Brazilian industrial base for different propulsion technologies to avoid losing sales opportunities due to lack of product availability. While the company leads the CNG and biomethane truck segment in Brazil, it is also positioning itself to serve future demand for electric trucks, even if this market remains a niche in the short term. The electric truck opportunity is likely to involve lower volumes but higher ticket prices, concentrated in fleets with decarbonization targets and specific niche applications. PSR
