EPA Introduces Phase Three GHG Emission Standards

NORTH AMERICA REPORT
Chris Fisher
Chris Fisher

In early May, the Environmental Protection Agency (EPA) held a virtual public hearing regarding the Phase 3 greenhouse gas emission standards for heavy duty trucks.  There are various comments and opinions from the stakeholders that attended the hearing.  Along with introducing the Phase 3 Greenhouse Gas (GHG) rules to begin for MY 2028 trucks, the EPA also revised the Phase 2 GHG standards for the MY 2027 truck standards. 

This link from CCJ (Commercial Carrier Journal) is a good overview of the conference.

CCJ: ‘Destined to fail’: Trucking sounds off to EPA on new Phase 3 greenhouse-gas regs

The Environmental Protection Agency this week held virtual public hearings related to its Phase 3 greenhouse gas emissions standards for heavy-duty trucks, unveiled last month. Among the dozens who testified during the hearings, trucking industry stakeholders were part of a small minority advocating for EPA to take a step back and reconsider the proposed standards that would take effect beginning with model-year 2027 trucks.

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TRATON-Navistar Merger Impacts Engine Development

Chris Fisher
Chris Fisher

In November, Volkswagen’s TRATON group and Navistar announced a merger agreement in which TRATON will acquire all outstanding shares of Navistar.  Previously, TRATON held 16.7% of Navistar’s common shares.  The deal is valued at $3.7 billion and is expected to be finalized in mid-2021.

Navistar has been in collaboration with TRATON’s brand MAN for a number of years, primarily with regard to engine development.  PSR believes additional engine offerings will be one of the primary goals to improve profitability and long-term market share improvement within the class 8 truck segment.

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Navistar Introduces S13 Engine Platform

Chris Fisher
Chris Fisher

Navistar says it plans to introduce the Navistar 12.7 liter S13 engine platform in the fourth quarter of 2023.  The S13 engine is based upon the Scania DC13 engine and will supersede the current 12.4 liter A26 engine platform starting next year.  The initial engine installations will be standard on the LT and RH truck platforms and will be introduced to the HV and HX platforms in 2024.  The order books are expected to open in October.

The S13 engine will be paired with the new International T14 automated manual transmission.  The T14 is a 14 speed AMT which is the first transmission offered by the company.

The current A26 engine platform is based upon the MAN D26 engine platform and will be superseded by the S13 engine over the next few years.  Navistar will continue to source the Cummins engine lineup for the foreseeable future.  According to Navistar, this will be the last engine upgrade for the company as they plan to focus on zero-emission vehicles.  Navistar says that half of all its new vehicles sold by 2030 will be zero-emission; it expects to reach 100% of sales in 2040. PSR

Source: International S13

Chris Fisher is Senior Commercial Vehicle Analyst at Power Systems Research

VI B Emissions Seen Boosting China’s Auto Industry

CHINA REPORT
Jack Hao
Jack Hao

The new national standard for automotive emissions, scheduled to be implemented July 1, 2023, could boost China’s auto industry, say industry insiders.

The Ministry of Ecology and Environment, the Ministry of Industry and Information Technology, and other departments recently issued a joint notice proposing that the National VI Emission Standards for automobiles (National VI B) be implemented nationwide July 1, 2023.

Industry insiders believe that the implementation of the new regulations will drive car companies to accelerate technological upgrading, thereby achieving green and low-carbon development of the automotive industry.

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Power Systems Research Assists on Gen-Set Emissions Project

WHITE PLAINS, NY – The Pace Energy and Climate Center (Pace) has announced a new data analysis tool and research model in a report titled Estimating the Air Emissions of Stationary Engine Generators under Two Megawatts,” both developed with support from Environmental Defense Fund.

The project drew upon data provided by Power Systems Research (PSR), a Minneapolis-based research firm, from its proprietary PartsLink database.

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Publications POWER SYSTEMS RESEARCH (PSR): Another in Our Series of EGSA Member Company Profiles

This article appeared in the July/August 2016 issue of Powerline Magazine, published by EGSA (Electrical Generating Systems Association)

This is the story of a 40-year-old company that carried on
and succeeded following the sudden and tragic death of its
Founder and President last year. Early in 2015, George Zirnhelt,
the dynamic and creative Founder and President of Power Systems
Research (PSR), passed away from injuries sustained in an
accident while vacationing in Mexico.

The PSR global team rebounded from this loss, immediately
implementing a crisis operations plan and a management transition
program that were both already put in place. Instead of losing
ground, the company finished 2015 strong, by following through
on several strategic tasks that George had initiated and implemented
to position the company for future growth and expansion.

Already in Q1, 2016 revenue was the best in more than a decade
– a sign that the company is moving forward despite tragic loss.
PSR is an internationally-recognized leader in the collection,
analysis and forecasting of production information for engines

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VinFast Partners with Chinese Company To Make EV Batteries

SOUTHEAST ASIA: VIETNAM REPORT

Automaker VinFast is partnering with China’s Gotion High-Tech to research and produce batteries for electric vehicles as part of its vision to become a global brand.

According to a statement released by Vingroup, VinFast’s parent company, the two companies are planning to build Vietnam’s first lithium iron phosphate (LFP) battery plant. LFP is an iron-based battery that does not rely on rare raw materials such as cobalt or nickel. That makes LFP batteries much cheaper, although they have lower energy density than nickel-based chemistries.

According to Vingroup, Gotion is the leading manufacturer of LFP batteries in China, with eight research and development centers worldwide and 10 manufacturing facilities in China. Thai Thi Thanh Hai, vice chairman of Vingroup, said the partnership is key to VinFast’s ability to achieve supply chain autonomy.

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BorgWarner Buys EV Charging Company

Guy Youngs
Guy Youngs

Global auto supplier, BorgWarner has announced it is buying EV charging company Rhombus Energy Solutions. The deal will boost its EV charging presence in North America while adding to its European market and will accelerate its charging business by leveraging its existing capabilities. This is the latest in a round of EV related acquisitions the company has made. In August 2021 it took control of AKASOL,(a German EV battery company) and in March 2022, BorgWarner acquired 100% of Santroll Automotive Components (a light vehicle eMotor business).

Source: Electrek Read The Article

PSR Analysis: This acquisition will generate good revenue for BorgWarner and continues their move into this market. It’s also a good example of the many acquisitions that OEMs are making into the broad arena of electric power as they see future opportunities. Other recent examples include: Nikola acquiring Romeo Power to bring its battery supply inhouse, Terex investing in Acculon Energy, and Cummins acquiring Meritor (Cummins believes eAxles will be a critical integration point within hybrid and electric drivetrains).    PSR

Guy Youngs is Forecast & Adoption Lead at Power Systems Research

Komatsu Targets CO2 Zero Emissions by 2050

Komatsu is aiming to reduce its CO2 emissions to virtually zero by 2050. The goal is to reduce CO2 emissions to zero not only from its own production of construction equipment, but also from the use of construction equipment by its customers. The company aims to achieve this goal by promoting the electrification of construction equipment, improving fuel efficiency, and encouraging customers to use their construction equipment more efficiently, etc.

The company will respond to the fact that ESG (Environmental, Social and Corporate Governance) investors are emphasizing the reduction of emissions, including those of customers.

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Avtotor Company Left Without Subsidies for BMW Cars

Avtotor is no longer receiving utilization fees for BMW cars, assembled according to the contract with the OEM in Kaliningrad. The German OEM is not ready to announce plans for increasing localization of production in Kaliningrad to return compensations.

It looks like for BMW it’s easier to raise final the price to compensate for a loss of subsidies, than to make local production deeper. Currently, Avtotor assembles X5, X6 and X7 in Kaliningrad. Sedan car assembly was shifted abroad last Spring.

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