Indonesia Plans To Become Major Player in Car Industry

SOUTHEAST ASIA: INDONESIA REPORT

Amid the global shift to EVs, Indonesia is vying to become the new leader in this segment.

Indonesia has already surpassed Thailand in passenger car production and has begun full-scale EV production ahead of Thailand. Thailand has begun to defend its position as the auto manufacturing hub of Southeast Asia by offering preferential policies for EVs, including subsidies for both domestic production and sales.

Indonesia’s greatest strength is its abundance of nickel, which is used in car batteries. It is said to have the largest nickel reserves in the world, and investment in this resource is growing rapidly. In April, the Indonesian government announced that it was considering investing in a nickel production venture involving Ford of the United States and that VW of Germany was also considering participation.

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EVs and The H2 Battle To Be Included in the Family

This article looks at the nomenclature of Electric Vehicle and Zero Emissions vehicles and discusses ways the electricity used is generated. It then discusses the basics of Fuel Cell Vehicles and then compares them to EVs

Source: Hydrogen Fuel News: Read The Article

PSR Analysis:  This is a fairly basic article but it’s a good reminder of the terms and basics.   PSR

Guy Youngs is Forecast & Adoption Lead at Power Systems Research

Show Report: Hannover Messe 2023

Guy Youngs
Guy Youngs

General Observations. The core topics at HANNOVER MESSE included artificial intelligence, hydrogen, energy management, connected and intelligent production, and the new Manufacturing-X data ecosystem.

More than 4,000 exhibitors presented their solutions and welcomed 130,000 visitors from around the globe. There seemed to be a very large Chinese contingent at the show (both as visitors and exhibitors), as well as a large number of local governments, universities and startups. There seemed to be a predominance of exhibitors showing bearings, copper fittings, cables and components as well as systems / electronics companies.

There was also a large number of independent robots in evidence, ranging from robotic dogs and robotic servers to robotic messengers following pre planned routes.

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Kia Plans Customer Specific EVs

FAR EAST: SOUTH KOREA REPORT

Kia is pursuing its own EV strategy centered on specific applications such as delivery vehicles and cabs. The company is jointly developing delivery vehicles with Korea’s largest online retailer, Coupang, and customer specific EVs will account for 1 million of the 1.6 million EV sales target for 2030. A dedicated plant will also be built in the suburbs of Seoul.

The company and Coupang will develop vehicles with increased cargo capacity and refrigerated and frozen interior equipment, with the assumption that only one driver will be on board. Coupang will have its own distribution center and delivery vehicles for high-speed delivery and will hire drivers directly. Coupang has indicated that it plans to operate 10,000 EV delivery vehicles in the future.

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Weichai, BYD To Jointly Produce Batteries

CHINA REPORT
Jack Hao
Jack Hao

Weichai Power and BYD have agreed to jointly produce power batteries in Shandong, and to cooperate in programs to develop EV commercial vehicles. On May 23, the companies signed an agreement to build a research and development and manufacturing base for power batteries, continuously strengthen the new energy industry chain, innovation chain, and value chain, and make positive contributions to promoting the industrialization development of China’s new energy commercial vehicles.

Weichai Power is the largest manufacturer of diesel engines in China. Since 2010, Weichai Power has set a strategic goal of leading the global industry development in the new energy business by 2030. Weichai Power has invested more than 4 billion yuan in this effort. It has strategically restructured the Canadian Ballard hydrogen fuel cell, the British Siris solid oxide fuel cell, and the Swiss rapid air compressor, developed the first hydrogen internal combustion engine heavy truck in China, comprehensively laid out the three technical routes of pure electric, hybrid power, and hydrogen fuel cell, and dispersed the risks brought by the uncertainty of industrial development with the investment strategy of coexistence of multiple technical routes.

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Cummins To Invest $1 Billion in US Hydrogen Fuel Network

Cummins has announced that in addition to the recent investments it has made in its Fridley, Minn., plant, it will also invest more than $1 billion across its US engine manufacturing network in an effort to support the transition into hydrogen fuel.

The investments are being made in Indiana, North Carolina and New York. The $1 billion is intended to provide an upgrade of facilities supporting the first “fuel-agnostic” engine platforms in the industry. The fuel-agnostic concept refers specifically engines that can use different types of fuel, especially a variety of low-carbon and zero-carbon fuels.

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VW To Build Its Largest Battery Factory In Canada

The battery division of Volkswagen Group, PowerCo SE, said it plans to construct its biggest battery gigafactory to date in St. Thomas, Ontario, Canada. A potential final expansion stage could produce up to 90 GWh of batteries annually.

This will be the company’s first overseas gigafactory for cell production, and it will provide the company’s BEVs in the North American region with their unified cells technology, a cell technology created for mass production. Construction is expected to start in 2024 and be completed in 2027.

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Honda Plans Personal Electric Motorcycles

JAPAN REPORT

Honda said it plans to produce a motor-driven electric motorcycle for individuals in Japan by the end of 2023. This will be the first time Honda produces a product for the public in Japan.

Overall, Honda said it plans to launch more than 10 models of electric motorcycles worldwide by 2025. Their goal is to increase overall sales, including pedal-powered and electric bicycles, mainly in China and India. The company plans to increase its sales to 3.5 million units worldwide by 2030, more than 20 times the 2021 level.

The EM1e electric scooter was unveiled March 17, 2023, in Japan. It has a cruising range of approximately 40 km and uses replaceable batteries. The price is expected to be higher than gasoline-powered scooters with a displacement of about 50 liters. The company plans to launch the moped equipped with pedals that can be pedaled with the feet, and five other motorized bicycle models in China, Southeast Asia, Europe, and Japan by 2024.

Electric motorcycles face the problem that on-board batteries are expensive and production costs are more than 50% higher than those of internal combustion engine models. Honda plans to increase its global sales to 1 million units by 2026, and further to 3.5 million units by 2030. However, demand for internal combustion engines is strong in emerging countries, and Honda intends to maintain its annual production capacity of 20 million two-wheeled gasoline vehicles until 2030.

Source: The Nikkei

PSR Analysis: Honda is finally bringing an electric model to the consumer market. Yamaha already sells the E-Vino to individuals. Harley is spinning off its electric motorcycle division to attract investment, and India’s Hero will release its VIDA electric motorcycle in 2022 and is working with a U.S. company to develop new products.

All companies are very ambitious about electric motorcycles, but there are still many challenges to be overcome before they become widespread. As a first mover example, Taiwan’s Gogoro is doing well by developing a network of battery exchange stations. Honda’s EM1e is equipped with a single replaceable battery, and by taking the battery pack home after use and recharging it at a power outlet at home, the vehicle can start running the next day with a fully charged battery.

The handle makes the battery look easy to carry, but at 10.3 kg, it may be difficult for women to accept it. The spread of battery exchange station networks like those in Taiwan has just begun in Japan, and charging stations in urban areas are still in their infancy. PSR

Akihiro Komuro is Research Analyst, Far East and Southeast Asia for Power Systems Research

Cummins Agnostic ICE’s and Hydrogen Fuel Update

NORTH AMERICA REPORT
Chris Fisher
Chris Fisher

Cummins plans to introduce their agnostic ICE engine platforms with testing to begin in 2024 and series production to start in the 2026/2027 timeframe.  The engine platforms use a common base engine.  Below the head gasket the engines will mostly have similar components and above the head gasket the engine will have different components for different fuel types.  The new platforms will include the B6.7, X10 and the X15 engines.  The X10 will ultimately supersede the current L9 and X12 engine platforms.  

In North America, Cummins plans to introduce the agnostic engine platforms starting in 2026.  Diesel and natural gas will be the first fuel types introduced and hydrogen versions will soon follow.

SourcesFleetOwner  Cummins X Series Agnostic Engines  Cummins Agnostic Overview

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CONEXPO CONEXPO 2023 Features Hydrogen, Electric Equipment

Walking CONEXPO 2023, the giant international construction show in Las Vegas this month, it was obvious that OEMs are devoting huge amounts of resources to developing alternative power sources for their compact equipment.

Hydrogen powered units and battery packs were common and new products powered by alternative energy sources were popular with attendees. New technology was the name of the game at this year’s show.

However, there were several prototypes that were built only for the show, according to some exhibitors, and were not likely to be put into mass production anytime soon. In fact, one manufacturer told us, “This was manufactured for the purpose of the exhibition and is not intended for mass production.”

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