The company affirms its intention to progressively increase local content, develop Brazilian suppliers, reduce logistics costs, and strengthen parts and aftersales support. The exact municipality, investment value, production capacity, and number of jobs have not been officially disclosed.

Source: Click Petróleo e Gás

PSR Analysis. Sany has historically operated in Brazil as an equipment importer and previously reversed plans for local production in Jacareí-SP. Starting CKD assembly at the former Mercedes Benz facility does not fundamentally change this strategy, although it may generate tax and cost benefits depending on the pace and scope of nationalization. Expectations for local sourcing should remain cautious, but production volumes, locally assembled models, and nationalized components should be closely monitored to identify supply opportunities accurately. PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

Brazilian bus chassis production reached 16,200 units in the first half of 2026, up 3.2% year-over-year, but June output fell 20.8% from May and 15.1% from June 2025, signaling a possible reversal in the production curve. Registrations totaled 10,200 units in the first half, down 11.6% year-over-year, despite a June rebound supported by subsidized credit from Move Brasil 2.

Anfavea revised its 2026 outlook downward, projecting 22,500 registrations, 25,000 chassis produced, and 4,400 exports, reflecting weaker demand, high interest rates, public procurement delays, and the electoral calendar.

Source: AutoData     Read The Article

PSR Analysis. Anfavea’s revised projections are now converging with the scenario anticipated by PSR in Q4 2025, based on high interest rates and a decline in the volumes of public funding programs. The segment’s production level is dependent on subsidized credit and government procurement, while delays in Caminho da Escola reduced volumes for the year. Move Brasil 2 supports short-term demand, but the structural outlook remains constrained by financing conditions, public budget timing, and weaker exports.  PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

Source: Automotive Business    Read The Article

PSR Analysis. Automakers producing in Brazil are facing in Argentina the same competitive pressure from Chinese brands seen in the Brazilian market, and potentially with greater intensity. Chinese vehicles combine high technological content, aggressive pricing, and broader equipment packages, reducing the competitiveness of Brazil made models. The historical rejection of Chinese products is also declining, weakening one of the previous barriers to adoption in regional markets.   PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

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.

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

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

AGCO has presented new AGCO Power engines powered by ethanol and biomethane for agricultural machinery, developed by its South American engineering team. The solutions target tractors in the 200 hp to 300 hp range and were validated in real field operations, including sugarcane and grain crops.

The ethanol engine uses dedicated ignition and injection systems, while the biomethane version is aimed at farms with access to biomass and biogas production. According to AGCO, the technologies can deliver diesel equivalent performance and reduce CO₂ equivalent emissions by up to 90%. Market introduction is expected in 2027 for biomethane and in 2028 for ethanol.

Source:Revista M&T with information from AGCO press office.  Read The Articles

PSR Analysis. Rising oil prices, diesel supply risks, and the resulting insecurity for farmers strengthen the case for engines powered by locally produced fuels such as ethanol and biomethane. As with other engine manufacturers and OEMs, AGCO is investing to respond to this demand and enable access to lower carbon technologies suited to South America’s agricultural fuel base.

The key uncertainty is when these solutions will become commercially competitive against diesel in acquisition cost, operating cost, and fuel availability. Hybrid powertrain support may become relevant to improve efficiency, reduce fuel consumption, and accelerate competitiveness in some agricultural applications, especially for sugar cane producers.    PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

The exported Tetratrem can carry up to 144 metric tons, with a Gross Combined Weight of 211 metric tons. Prototype units are being shipped for customer testing between May and June 2026, with the contracted batch of around 174 products expected to start shipping in July.

Source: Revista M&T with information from Randon press office.  Read Articles

PSR Analysis. The export to Indonesia reinforces Randon’s internationalization strategy as a road implement manufacturer, following the same structural expansion trend seen in the group’s auto parts businesses and Frasle Mobility. By applying Brazilian expertise in high capacity agribusiness logistics to Southeast Asia, Randon expands its addressable market, although competitiveness will depend on local adaptation, after sales support, logistics efficiency, and customer validation under Indonesian operating conditions.  PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

The IBEX 700 uses a 693 cc two cylinder engine with 67.9 hp. Prices start at R$ 32,990 for the 450 CL-C, R$ 33,990 for the Bobber, R$ 35,990 for the IBEX 450, and R$ 44,990 for the IBEX 700. All models include a three year warranty and fixed price maintenance up to 30,000 km.

Source: Automotive Business.    Read The Article

PSR Analysis. CFMoto’s entry reinforces the expansion of Chinese motorcycle manufacturers in Brazil through local CKD (Completely Knocked Down) assembly, competitive pricing, and a portfolio positioned in mid displacement custom and adventure segments.

The Manaus operation gives the brand industrial and tax structure alignment with the Brazilian two wheel market, while the initial dealer network indicates a controlled market entry. The main challenge will be building brand trust, parts availability, after sales capacity, and residual value perception against established Japanese and European competitors.   PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

The Move Brazil financing program helped slow the market contraction but was not enough to reverse the decline. Truck production also fell 17.2% from January to April, to 35,400 units, while exports declined 14%, to 7,000 units. ANFAVEA, the main association of Producers, expects support from Move Brazil 2, which will provide US$ 4.11 billion (R$ 21.2 billion) for truck, bus, and road implement financing, with terms of up to 120 months and a limit of US$9.70 million (R$ 50 million) per beneficiary.

Source: AutoData   Read The Article

PSR Analysis. Subsidized financing can soften the truck market downturn, but demand remains constrained by high acquisition costs, credit conditions, and economy uncertainty. Move Brazil 2 may improve short term order intake for OEMs and implement manufacturers, but a sustained recovery will not take place until lower interest rates are in place and clearer economic outlook for operators.   PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

Daimler Truck inaugurated a new US$110 million industrial complex in Zárate, Buenos Aires Province, Argentina, reinforcing its long term manufacturing strategy in South America. The facility will produce Mercedes-Benz Atego and Accelo trucks alongside OH and OF bus chassis, while also integrating a logistics center and Argentina’s first remanufacturing operation dedicated to commercial vehicle spare parts. The plant replaces part of the former Virrey del Pino operations and is expected to support both domestic demand and export activities across Latin America.

The project represents the first greenfield automotive manufacturing investment in Argentina in approximately 15 years and follows the operational separation of Daimler Truck from Mercedes-Benz Group in 2021. According to company statements, the site is designed to improve logistics efficiency due to its proximity to port infrastructure and to increase production scalability. Installed annual production capacity may reach approximately 10,000 units.

Source: Automotive World

PSR Analysis. The Zárate investment signals Daimler Truck’s intention to consolidate Argentina as a regional manufacturing platform for medium duty trucks and bus chassis, complementing Brazilian operations through CKD integration and shared supply chain structures. The inclusion of remanufacturing capacity also aligns with growing circular economy strategies in the commercial vehicle sector.

The project improves industrial resilience and regional localization at a time when South American OEMs are seeking greater flexibility against currency volatility and import dependency. PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research

The agreement may lower import costs for trucks, buses, engines, and advanced systems from Europe, potentially accelerating fleet modernization and technology transfer. At the same time, regional manufacturers are evaluating possible impacts on local production competitiveness, supplier localization, and industrial employment.

Industry representatives also noted that the agreement could create export opportunities for Mercosur-produced commercial vehicles in Europe, although stricter European environmental and safety regulations would require additional investments and technical adaptation.

Source: Transporte Mundial

PSR Analysis. The agreement could reduce costs for imported European components and systems, benefiting OEMs with manufacturing operations in Brazil through improved access to technologies, powertrain systems, and specialized suppliers. This may strengthen the competitiveness of European truck and bus manufacturers already established in Mercosur.

At the same time, the framework could create new export opportunities for Brazilian commercial vehicle manufacturers and component suppliers targeting European markets, particularly in selected niches where Brazil maintains industrial scale and production efficiency advantages.  PSR

Fabio Ferraresi is Director, Business Development, South America, for Power Systems Research