Fabio Ferraresi

  • Chile Bets on Hydrogen

    Chile has announced plans to produce US$ 30 billion in green Hydrogen for export by 2050. This involves using the mining industry equipment traditionally powered by diesel in fuel cell powered equipment to make the bridge for current state to future state.

    Fabio Ferraresi
    Fabio Ferraresi

    Source: Financial Times     Read The Article

    PSR Analysis: There are several roadblocks as technology improvement needs, energy cost and investment source for the initiative. So far it sounds like a campaign promise…

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  • ANFAVEA Negotiates To Postpone PROCONVE P8 in Brazil

    With the problems caused by COVID-19, ANFAEA is lobbying to postpone the introduction of PROCONVE P8 – an emissions regulation that will make the Brazil emissions level similar to Euro VI.

    Fabio Ferraresi
    Fabio Ferraresi

    ANFAVEA argues that the postponement is needed because of delays in testing and engineering development caused by COVID-19. The level of investment necessary also has increased.

    Source: Automotive Business     Read The Article

    PSR Analysis:  The Brazilian government is not likely…

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  • Higher Octane Gasoline Offered in Brazil

    Fabio Ferraresi
    Fabio Ferraresi

    The new specs as per ANP 087/20 resolution determines the minimum density of 715 kg/m3 and minimum octanes of 92 RON. In January 2022, it will be 93 RON. The Ethanol mix was kept in 27% for regular gasoline and 25% for premium gasolines.

    Source: UOL     Read The Article

    PSR Analysis: With the use of Ethanol in the mix, Brazil gasoline specs get closer to Europe and USA. The goal is to improve the consumption 6% and reduce failures in engines. This may reduce barriers…

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  • Brazil CE Sales To Grow 15% Despite COVID

    Fabio Ferraresi
    Fabio Ferraresi

    Construction Equipment Internal Sales in Brazil from January thru May grew 35% over the same period of 2019. The Brazilian Machinery Builders´ Association (ABIMAQ)  expects 2020 sales to hit 20,000 machines, 15% more than in 2019.

    Source: Valor Econônico      Read The Article

    PSR Analysis: The Construction segment was the less affected by the pandemic than some other segments. The interest reduction directed investment to real state, especially housing, and some measures, such as the new regulation for sanitation, recently approved by the parliament, will boost the Construction business in 2020 and more significantly in the coming years. PSR

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  • Pepsico Acquires 18 Scania Trucks Fueled by NG / Biomethane in Brazil

    After the first sale of NG trucks at Fenatran in October 2019, Scania has sold 22 more, including 18 to Pepsico. The forecast of 100 NG Trucks to be sold this year has been reduced because of the pandemic effect.

    Source: Estadao     Read The Article

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  • John Deere Starts Grader Production in Brazil

    Fabio Ferraresi
    Fabio Ferraresi

    John Deere announced the start of production of G series of Graders in Brazil in the coming months. It had previously imported these units. With the movement, John Deere will attend the South American Market with 90% of products made in Brazil.

    Source: AutoData     Read The Article

    PSR Analysis:  The decision of nationalization started in 2018 and makes more sense with recent local currency depreciation. With this movement, Deere will be more competitive in delivery…

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  • First FOTON Produced in New Brazil Plant

    The first units of the 3.5-ton LCV have been assembled at the GEFCO Plant in Guaíba-RS as the company begins producing under a manufacturing contract for Foton.

    Source: AutoData     Read The Article

    PSR Analysis: 

    Despite this news, the speed of the development of the new line will be reduced by COVID-19 and related factors, including the social restrictions and workforce mobility, the impact in the LCV segment and also the lack of parts from China, major part of the content…

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  • Q1 2020 Motorcycle Production in Brazil Was Strong But Will Drop in April

    Different from the segments with 4 wheels or more, Motorcycles plants worked normally in March. The total production has been of 296 k motorcycles in the first quarter, about 7% above the same period of 2019. However, the stops in this sector started March 30 and will remain until the beginning of May.

    Source: AutoData     Read The Article

    PSR Analysis:

    Although motorcycles are also a way of delivering packages in big Cities, sales of motorcycles in Brazil have a closer relationship…

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  • Brazil Trailer Production Recovery Forecasted for September

    In an interview April 9 with AutoData, the CEOs of 4Truck and Librelato pointed to a heavy recovery for transportation and the trailers business in September. The companies seem optimistic about the recovery from the COVID-19 crisis in Brazil.

    Source: AutoData     Read The Article

    PSR Analysis:

    The trailer segment, as well as the class 7 and class 8 segments, were enjoying a growth trend before the COVID-19 social restrictions were imposed. In the beginning of the quarantine period,…

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  • Marcopolo Resumes Production After COVID-19 Shutdown

    Marcopolo started producing again April 13 after a break forced by COVID-19 control measures. The plants of Caxias do Sul and Duque de Caxias are producing again with lowered output. The number of workers is reduced and the space between people is expanded, among other measures for safety purposes. The São Mateus plant has not reopened.

    Source: AutoData     Read The Article

    PSR Analysis:

    The current scenario points to a heavy impact on the Bus market due to reduced customer traffic…

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