David Alitz

China’s growing success with EV sales in Europe is causing EU officials to consider placing tariffs on Chinese EV imports to balance the playing field. Read about this and more in the October issue of PowerTALK News.

IN THIS ISSUE

ALTERNATIVE POWER REPORT

• Tesla Tests Diner with Theater and Supercharger
• Lithium Deposit In Extinct Nevada Volcano Could Be World’s Largest
• Both Battery and Hydrogen Fuel Cars Needed
• EU May Impose Tariffs on Chinese EVs

GLOBAL:

• Global Economy Seeing Modest Growth with Positive Outlook
• E-Motorcycle Product Report

DATAPOINT: NA Scooters/Minibikes/Mopeds         

EUROPE: 2023 Cannes Yachting Festival Sets Records
BRAZIL/SOUTH AMERICA:

• Brazil To Become Hub for EV Bus Chassis Production
• Brazil’s School Bus Program Postponed
• Higer Azure Electric Bus Debuts in São Paulo

JAPAN: Komatsu Plans Electric Excavator Developed with Honda
MALAYSIA:  Proton Considers Building EV Plant in Thailand
CHINA: FAW Jiefang, CATL Launch New Energy Venture
INDIA: Sonalika Group Plans $100 Million for Export Facility  

Read about Show Reports in Europe and South America in the May issue of PowerTALK Report. In this issue, you’ll also find a global forecast for inboard marine engines, Kia’s plans for tailored EVs and Weichai’s plans to join forces with BYD to jointly produce batteries.

IN THIS ISSUE

• Alternative Power:
  • Caterpillar and NMG Join Forces
  • Volkswagen Plans Its Largest Battery Factory In Canada
  • Cummins To Invest $1 Billion in Hydrogen Network
  • Japan’s Love of Hydrogen Power Could Lead To Failure
• Global: Marine Inboard Market Forecast: US$4.45B
• North America: EPA Releases Phase Three GHG Standards
• DataPoint: North American Lawn Mowers
• Brazil/South America:
  • Show Report: Agrishow 2023
  • Show Report: Automec Special
• Europe: Show Report: Hannover Messe 2023
• Japan: Hitachi Plans Remote Excavator
• South Korea: Kia Plans Customer Specific EVs
• Thailand:  China To Build EV Plant in Thailand
• China: Weichai, BYD To Jointly Produce Batteries
• India: Rural Areas Play Vital Role in EV Adoption

The April 2023 issue of PowerTALK News features the Q1 2023 Truck Production Index. The report shows that the 2022 Index climbed 2.9%, but declined in Q1 2023. The report also has articles on Alternative Power and the global forecast for personal watercraft.

IN THIS ISSUE

• Alternative Power:
  • Global ICE Industry Cliff Is Here
  • Top Construction OEM Hierarchy Changes
  • Compact Track Loaders Grab Skid Steer Market
  • Diesel Technology Achieves Peak Efficiency
• Global:
  • 2022 Truck Production Index Gains 2.9%
  • 2030 Global PWC Market Could Hit $3 Billion
• DataPoint: North America ATVs
• Brazil/South America:
  • Volvo Tests Renewable LNG Truck
  • Vale Increases Use of BE Locomotives
  • Biodiesel Mix Increase Begins in April
  • Scania, Mercedes Reduce Production Shifts
• Europe: Group Beneteau Forecasts 10% Growth in 2023
• Japan: Honda Plans Personal Electric Motorcycles
• Vietnam: Vingroup To Enter EV Cab Market
• China: Beiqi Foton Motors, Cummins Set Joint Investment
• India: LNG May Be Fuel for Long-Haul Trucking

IN THIS ISSUE

CONEXPO 2023 held this month in Las Vegas is the largest construction equipment show in the world. It covered more than 3 million square feet and more than 2,400 exhibitors demonstrated new products from nearly 140,000 attendees from around the world. Power Systems Research analysts walked the five-day show talking with exhibitors and attendees and reviewing new products. Read our report in this issue of PowerTALK.

• Alternative Power
  • Subway To Add EV Charging Stations
  • Lithium-Air Battery Could Offer Longer Range
  • Has Battery Recycling Arrived Too Soon?
  • Nikola Plans Hydrogen Fuel Network
• Global:
  • CONEXPO Shows Hydrogen, Electric Prototypes
  • EV Boat Market To Grow by 12%
• NA: Cummins Hydrogen Engine Update
• DataPoint: NA Harvesters
• Brazil/South America:
  • WEG Building Plant for EV Batteries in Brazil
  • Fras-le Acquires Juratek in UK
• Europe: RR Power Systems Posts Record Year
• Japan: Hitachi Construction Raises Prices
• China: Komatsu To Cut China Production by 40%
• India: Hyundai To Purchase GM Plant

IN THIS ISSUE

Lots of news on Alternative Power issues in the December edition of PowerTALK News from Guy Youngs and other analysts at Power Systems Research. In addition to Guy Young’s report on alternative power, don’t miss John Krezsicki’s podcast about Michigan University’s Solar Car research program, Tesla’s Lithium refinery project in Texas and Chris Fisher’s report on M&A activity in the Light/Medium EV segment. PSR

• Alternative Power
  • Are There Enough Materials For Needed EVs?
• • Redwood To Supply Cathode Materials To Panasonic
• • Tesla Lithium Refinery Project Advances in Texas
  • Here’s What Container Ships Could Look Like by 2050
• DataPoint: Terminal Tractors
• North America:
  • More Acquisitions in Light/Medium EV Segment
• • U.S. Powersports Industry Grows in 2021
• • PSR Podcast: Michigan Solar Car Program  
• Europe: Solaris Buses Purchases 25 Fuel Cell Engines
• Brazil/South America:
  • Royal Enfield Starts Assembly Plant in Brazil
• • BorgWarner To Produce Vehicle Batteries in Brazil
• • John Deere Plans Construction Equipment Plant
• China: 2023 EV Sales To Grow To 8.4 Million Units
• Japan: Honda To Produce FCVs in the U.S.
• South Korea: SK To Expand Supplies To Hyundai’s U.S. Plant
• India: CV Production Nears Pre-covid Levels

In this issue of PowerTALK News we introduce a new feature, Alternative Power Report, written by Guy Youngs. The monthly feature will include news and analysis about EV and power sources such as batteries and fuel cells. Also in this issue are articles about Daimler’s new strategy regarding its Western Star Brand, and update on Personal Watercraft, and the implementation of China IV emissions regulations starting Dec. 1, 2022.

IN THIS ISSUE

• Alternative Power
  • BMW keen on hydrogen fuel-cell EVs
  • Australian solar park could generate hydrogen for less than $2/kg
  • Tesla deploys lounges at Supercharger stations
  • BorgWarner buying EV charging company to boost growth
• North America:
  • Daimler Beefs Up Western Star Brand
  • Personal Watercraft Production Grows
• DataPoint: NA Tillers
• Europe: Report:
  • 100,000^th lithium-Ion Forklift for Jungheinrich
  • MAN Launches New Generation Engine
• Brazil/South America:
  • Brazil Implement Registrations Remain Strong
  • Volvo Plans EV Bus for Brazil in 2023
  • Mercedes To Deliver 1000 EV Bus by 2023 to São Paulo
  • Marcopolo To Deliver 30 EV Buses in 2022
• China: China IV Emissions Regulation Set for December
• Japan: Hino Motors’ Engine Fraud Covers 560,000 vehicles
• South Korea: Hyundai Doosan Infracore Plans Hydrogen Engine
• India: CV Industry Is Moving in Top Gear

PSR

Read about the European Battery Show in the July issue of PowerTALK, and Emiliano Marzoli’s interview with Dow officials about their product plans. Also in this issue is Jim Downey’s forecast on the North American economy and Jack Hao’s report on the sharp decline in China’s heavy truck sales.

IN THIS ISSUE

• North America:
  • Economy Faces Multiple Problems
  • UTV & ATV Market Dynamics
• DataPoint: NA/Global Personal Watercraft
• Europe: Report: Battery Show-Europe
• Brazil/South America:
  • Mercedes Makes Fourth Shutdown in Brazil
  • US$ 65 Billion Agriculture Funding Plan
• China: Heavy Truck Sales Fall by More Than 60%
• Japan: Venture Firm Plans Electrification Projects
• South Korea: Hyundai Launches Flagship EV, the IONIQ6
• Vietnam:  VinFast Ends Sales of Two Gasoline Vehicles
• India: CNG Vehicles Are Moving in Cruise Mode

PSR

The June 2022 issue of PowerTALK News is loaded with articles about alternative power applications. Chris Fisher writes about the efforts at Cummins to develop hydrogen powered engines, Mike Aistrup reports on the e-motorcycle segment, Emiliano Marzoli discusses Volvo’s efforts to develop Construction Equipment powered by alternative energy sources, and Jack Hao reports on BYD’s plans to supply Tesla with batteries. And there’s more. Enjoy your read.

Inside:

• North America:
  • PSR Expands Research Capabilities
  • Cummins Develops Hydrogen Engines
  • E-Motorcycle Update
  • Review of E-Motorcycle OEMs
• DataPoint: NA Pavers
• Europe: Volvo CE Pushing Alternative Power
• Brazil/South America:
  • Electric Drive Trailers Okayed
  • Marcopolo Launches H₂ Bus
• China: BYD To Supply Tesla
• Japan: New Environmental Exposition
• South Korea: Korean EVs Succeed in UK
• Indonesia:  Komatsu Supplies Hybrids to SE Asia
• India: Bio-Fuel Policy Amended

Taiwan is a one of the world’s leading producers of digital chips for everything from commercial vehicles and autos to Lawn & Garden and other consumer products. Read Erik Martin’s report on Taiwan’s chip production in the August issue of PowerTALK™ News.

Here are more articles in this issue:  

• Global:
  • 20%+ Growth in Truck Production
  • Bitcoin Energy Consumption
• DataPoint: U.S. Crawlers
• Europe: Recovery Stresses Supply Chain
• South America:
  • Ford Ends Troller Production
  • Toyota Suspends Production
  • Komatsu Invests in Para Facility
• Japan: Honda Staff Seek Retirement
• South Korea: Hyundai, LG Chem Build Batteries
• Southeast Asia: COVID Disrupts Supply Network
• India: Scrappage Policy Is Launched
• Russia:
  • Ag Equipment Sales Jump
  • KAMAZ Builds Parts for Aurus Cars
  • Czech Republic Builds Electric SUV

IN THIS ISSUE is a report on global truck production that shows truck production growing by nearly 200% in Q2 2021. Read the Q2 2021 PSR Truck Production Index report in the July issue of PowerTALK™ News.

Here are more articles in this issue:  

• Edge Computing Connects America
• North America: Strong Post-pandemic Economic Growth Seen
• DataPoint: North American Excavators
• Europe: HansYachts Group Reports ‘Exceptional Year’
• South America
  • Chinese Great Wall Acquires Mercedes Facility
  • Green Hydrogen Projects Developed in Brazil
  • Tupy Developing Hydrogen Engine
• Taiwan: Acquisition May Create Powerhouse
• Japan: Sony Joins Komatsu DX Alliance
• South Korea: SK, LG To Build EV Battery Plant
• Indonesia: Sany Challenges Komatsu
• India: Second FAME II May Boost EV Demand
• Russia
  • Russia To Suspend Auto Support
  • KAMAZ Introduces Articulated Truck
  • Sinara May Cut 20% of Workers