Volvo Buses has introduced the B320R 6×2 B100 Flex chassis in Brazil, designed to operate with pure B100 biodiesel and aimed at urban and metropolitan applications. The model expands the company’s low carbon offering with a solution that can use existing liquid fuel infrastructure and domestic biodiesel supply, reducing dependence on fossil diesel. Volvo indicates that the B100 can significantly reduce lifecycle CO2 emissions and sees potential adoption in Brazilian fleets and other Latin American markets with established biodiesel production.

Source: AutoData    Read The Article

PSR Analysis. The launch directly supports the biodiesel industry’s push to expand B100 use in captive and public transport fleets, particularly om captive near Biodiesel producers, where domestic biodiesel can compete with imported fossil diesel. This also strengthens the energy security argument, as Brazil remains exposed to imported diesel volumes and international supply disruptions, creating a structural risk of tighter availability and price volatility. An OEM validated B100 platform reduces the technology barrier for fleet adoption, but large scale still depends on price competitiveness and large scale production capacity.     PSR

Fabio Ferraresi is Director, Business Development, South America

Source: AutoData     Read The Article

PSR Analysis. The portfolio expansion removes some important application limitations for BYD and increases the addressable market for its electric bus chassis, supporting a higher growth trajectory in Power Systems Research databases as the product becomes eligible for additional fleet profiles. The Blade battery also benefits from BYD’s established reputation in the light vehicle market, which should reduce operator resistance toward battery durability and technology risk. The main constraint remains charging infrastructure and fleet electrification economics, but broader product coverage strengthens BYD’s position as electric bus adoption expands in Brazil.   PSR

Source: AutoData      Read The Article

PSR Analysis. Scania’s 10 percent growth target is optimistic but achievable, particularly because the coach segment provides greater room for commercially driven purchasing decisions than the urban bus market, where municipal concessions, bodybuilder relationships and local fleet structures have stronger influence on chassis selection. Fuel efficiency provides a measurable TCO argument and could support share gains among independent operators. The delayed impact expected from 2027 is consistent with long chassis, body production and delivery cycles, making the projection realistic rather than dependent on an immediate market recovery.   PSR

Source: AutoData      Read The Article

PSR Analysis. Brazilian vehicle production is increasingly exposed on both sides of the market, with Chinese imports gaining share domestically while weaker exports reduce an important outlet for local manufacturing capacity. High household indebtedness adds another demand risk by limiting the potential for sustained domestic consumption growth.

Although the 2026 market still carries a growth outlook, the combination of import pressure, weaker regional exports and constrained consumer credit increases downside risk and makes us revisit our 2027 light vehicle production forecast.  PSR

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