The Future of Commercial Vehicles. Perspectives for Brazil

Published in Automotive Business, August, 26, 2020

1. INTRODUCTION

The use of diesel in Commercial Vehicles and its alternatives has been studied and discussed globally over the past two decades. We have updated future trends annually based on the new platforms in our data and new models in development allowing us a 10-year horizon. In August 2019 we published an article on the subject for Automotive Business Brazil, which is now updating.

Carlos Briganti
Carlos Briganti

In the 2019 article we said that fossil diesel propulsion for commercial vehicles would be exposed to several alternatives and therefore the 20s decade would be a decade of significant changes, justifying yearly monitoring of the subject.

This whole range of studies was then impacted by COVID-19, a new event at the beginning of this decade that is another factor of change in this complex subject.

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Power Systems Research Sees Strong Commercial Vehicle Demand Continuing

OEM Off-Highway recently interviewed Power Systems’ Chris Fisher for their OEM Industry Update podcast. Here we present it with their permission

This week on OEM Industry Update we speak with Chris Fisher, Senior Commercial Vehicle Analyst, Power Systems Research, about the current state of the North American commercial vehicle market. He says truck demand continues to be strong and is expected to remain so through 2022 and possibly even into 2023. Inventory stocking and solid growth in single family housing are among the factors positively impacting the market. 

Transcript

Welcome to the PSR PowerTALK podcast, produced by Power Systems Research.

00:13 Sarah Jensen:

Welcome to OEM Industry Update; a weekly podcast examining the latest news and technology trends impacting product development teams and the heavy-duty on and off highway equipment Industries. I’m Sarah Jensen, editor of OEM Off Highway and in this week’s episode I’ll be speaking with Chris Fisher, Senior Commercial Vehicle Analyst at Power Systems Research, about the current state of the North American commercial vehicle market. Let’s take a listen now:

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Product Definitions Guide

Product Descriptions by Segment and Application Power Systems Research tracks some 250 products in 13 major industrial segments. This Guide defines each product that PSR lists in its proprietary databases. Segment: Agriculture Application: 2-Wheel Tractors 2-Wheel Tractors Application: Ag Tractors 2-Wheel Drive Tractors 4WD Articulated Ag Tractors MFWD Tractors (Mechanical Front Wheel Drive) Tracked Ag

Beijing Plan Calls for 100% EV Commercial Vehicles

CHINA REPORT
Jack Hao
Jack Hao

Under its new Five Year Plan, Beijing will expand restriction on the use of vehicles entering Beijing. At the same time,  Beijing will restrict the use of China III diesel trucks and will implement regional traffic restrictions during peak hours of working days, strengthen the management of illegal electric three and four wheeled vehicles, and implement a preferential traffic policy for new energy logistics and distribution vehicles.

The Five Year Plan also calls for the promotion of low-carbon new energy transportation tools, and the promotion of “oil for electricity” of vehicles in public transport, rental (including cruise and online appointment), tourism and freight transportation.

Today, 69,000 diesel trucks have been eliminated in Beijing, and the proportion of clean energy and new energy vehicles in public transportation has reached 90.2%. Beijing plans to accelerate the promotion of new energy intelligent vehicle technology and cost reductions in many applications.

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Brazilian Production and Sales of Commercial Vehicles Won’t Recover Until 2021

Power Systems Research analyzes markets of trucks, buses, agricultural and construction machines

Brazil deaths caused by coronavirus increased sharply in April and May 2020.

Slump Caused by COVID-19 Will Last into 2021

The overall slump in production and sales of heavy commercial vehicles (trucks and buses) as well as for agricultural and construction machines should last throughout this year; these segments won’t recover until 2021.  PSR

Automotive Business – April 2020 – English version

E-Battery Technology Increases Opportunities

Michael Aistrup

As battery technology increases, the opportunities for battery-powered equipment continue to grow, especially in the Lawn & Garden and recreational products segments. The factors of reduced weight, increased charging capacity and lower cost are making battery-powered equipment more attractive to consumers and commercial users in these segments.

Lawn & Garden. The capacity of lithium-ion battery technology to meet the horsepower needs of the homeowner and the commercial landscaper has grown significantly in the last couple of years. Battery-powered lawn and garden equipment can now match the power of traditional gas-powered lawn and garden equipment. Some brands now have available 56V which is more than double what was the standard power available. Batteries now charge quicker, last longer, and can hold a charge indefinitely.

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PowerTracker™ Report Q2 2020: Coronavirus Generates its Own Demand

SUMMARY: Gen-set sales in Q2 2020 rose 4.5% from Q1 2020, due to the combination of a halting recovery from the coronavirus shutdowns and new demand generated by COVID-19. While “normal” demand for generators is still weak, evidenced by continuing declines in the power ranges above 50kW, it is being offset by new demand in the power ranges below 50kW. These changes were directionally consistent across fuel types.

Looking by application, Portables and Standbys were slightly positive, while Temporary, Peak Shaving, Baseload, and Cogeneration were all negative by double digits compared to Q1 2020. This translated into a 5% increase in sales to Private consumers, and about 6% decreases in Institutional and Industrial sales.

On a Year-on-Year basis, overall unit sales for Q2 2020 were up 1% compared to sales levels in Q2 2019, with Q1 2020 having almost completely wiped out the gains earned in Q3 2020 of last year.

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US Increases EV Battery Recycling Capacity

A new EV battery recycling plant in Alabama from Li-Cycle has just come online. It can process up to 10,000 tons of battery waste per year, enough for about 20,000 EVs per year, and helps the US move toward a zero-emission economy.

Li-Cycle’s processing method is specifically designed as a two-part system recycling battery manufacturing scrap and turns end-of-life batteries into a black mass. The black mass is then processed and used to generate battery minerals such as nickel sulfate, lithium carbonate, and cobalt sulfate, three of the most critical factors for EV batteries. According to the battery recycling company, Li-Cycle believes its new method will enable up to a 95% efficiency rate compared to the industry average of 50%.

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Cost Increases Cause Losses at HanseYacht Group

EUROPEAN REPORT 
Natasa Mulahalilovic
Natasa Mulahalilovic

Cost increases in several areas caused HanseYachts AG to report a loss of EUR 20.72 million (US$25 million) for the fiscal year 2021/2022 ended June 30, 2022. However, because of the great demand during the pandemic for sailing boats and fully complete order books, production increased from 446 to 568 boats, compared to the previous year.

Revenues totaled EUR 132,38 million, an increase of 22.8% compared to the previous fiscal year. But, at the same time, costs of materials increased 40.7%, personal expenses climbed 22% and other operating costs increased 58%. All this led to a net loss higher by 130.5% compared to the previous fiscal year.

The recent Covid-19 shutdown and worker absenteeism heavily impacted the finances of the group for fiscal year 2021/2022.

HanseYacht Group said it will not exhibit this year at BOOT, the biggest indoor pleasure boat trade show held in Dusseldorf, Germany.

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