Alternative Power Report, September 2022
The September 2022 issue of the Alternative Power Report from PSR discusses Cummins new energy storage system, battery electric forecasts and EV shipping applications. PSR
2022-10-02
2022-09-28
Special Report: M&T Expo
BRAZIL/SOUTH AMERICA REPORT
TheM&T Expo 2022 is one of the most important trade fairs in the construction and mining equipment industry throughout Latin America and this year the show featured more than 600 exhibiting brands in 54,000 square meters. Held in Sao Paulo Aug. 30-Sept. 2, 2022, the event had more than 30,000 visits in four days.
Disagreements between show organizers and exhibitors caused key players in the market to avoid the show. The list of missing exhibitors included Caterpillar, John Deere, Komatsu, JCB, CNH, and Volvo. Chinese companies, as well as Liebherr, took this opportunity to use large spaces at the event, both in area and in product portfolio with respective sales and engineering teams.
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Navistar Introduces S13 Engine Platform
Navistar says it plans to introduce the Navistar 12.7 liter S13 engine platform in the fourth quarter of 2023. The S13 engine is based upon the Scania DC13 engine and will supersede the current 12.4 liter A26 engine platform starting next year. The initial engine installations will be standard on the LT and RH truck platforms and will be introduced to the HV and HX platforms in 2024. The order books are expected to open in October.
The S13 engine will be paired with the new International T14 automated manual transmission. The T14 is a 14 speed AMT which is the first transmission offered by the company.
The current A26 engine platform is based upon the MAN D26 engine platform and will be superseded by the S13 engine over the next few years. Navistar will continue to source the Cummins engine lineup for the foreseeable future. According to Navistar, this will be the last engine upgrade for the company as they plan to focus on zero-emission vehicles. Navistar says that half of all its new vehicles sold by 2030 will be zero-emission; it expects to reach 100% of sales in 2040. PSR
Source: International S13
Chris Fisher is Senior Commercial Vehicle Analyst at Power Systems Research
2022-08-20
Hino Motors’ Engine Fraud Covers 560,000 vehicles
FAR EAST: JAPAN REPORT
Hino Motors has announced that the falsification of diesel engine emission values, which was previously announced in March, had been taking place since at least 2003 or earlier. The company had previously stated that the fraud began in the fall of 2016. In 2016, the company also revealed that it had falsely reported to the MLIT (Ministry of Land, Infrastructure, Transport, and Tourism) in response to its request for a fact-finding survey on exhaust gas and fuel efficiency tests.
Source: The Nikkei
PSR Analysis: Although I do not wish to make such negativity a theme, I cannot overlook this issue. The impact on the industry of the fraud at Hino, which has the top share of the medium- and heavy-duty truck sector in Japan, is significant. Isuzu has suspended shipments of four bus models that use Hino engines. Not limited to the automotive field, Tadano cranes, Kobelco hydraulic excavators, Hitachi Construction Machinery wheel loaders, and Kato rough terrain cranes have also been forced to suspend shipments after the problem came to light.
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CV Industry Is Moving in Top Gear
INDIA REPORT
The commercial industry will grow with trucks and buses expected to do well. Truck sales will improve as many industries require more units as they are running at full capacity
The Indian economy managed to revive itself during the first and second COVID waves and quickly achieved a V-shaped recovery.
This year, GST is reaching high levels. GST collection has witnessed a growth of 26% YoY – YTD CY22. Furthermore, the generation of e-way bills is increasing rapidly. The generation of e-way bills is directly proportional to truck utilization and drives vehicle demand.
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Marcopolo To Deliver 30 EV Buses in 2022
Formerly using chassis built by other companies, mainly BYD, Marcopolo has announced plans to build its own EV chassis. It plans to produce and offer a complete set of bus chassis and bus body. It plans to deliver of 30 units in different setups for Brazilian cities in 2023.
Source: Automotive Business Read The Article
PSR Analysis: Marcopolo is betting that its own chassis is more competitive for the market from an engineering and product standpoint. While preparing to compete with its chassis suppliers and partners in the EV segment, it still depends on them for the main volume of transit and intercity buses that is ICE powered. PSR
Fabio Ferraresi is Director Business Development-South America for Power Systems Research
Mercedes To Deliver 1000 EV Bus by 2023 to São Paulo
During the Lat.Bus show in São Paulo, the Sales Director of Mercedes, Walter Barbosa, affirmed the demand of 500 EV Bus in 2022 and 500 in 2023, but he expect no deliveries in 2022 and all delivered in 2023.
Source: Automotive Business Read The Article
PSR Analysis: Mercedes is running against the clock to win the business in São Paulo. Although it is preferred by the public transportation companies, BYD is ahead with product already developed. Marcopolo shows as a solution with own chassis and body, but still in early stages of launch. PSR
Fabio Ferraresi is Director Business Development-South America for Power Systems Research
Volvo EV Bus Planned for Brazil in 2023
Volvo’s EV bus is now in the homologation phase in Brazil. Initially it will be produced in Sweden, with plans to be produced in Brazil for the South America market. The Curitiba plant engineering has participated significantly in the Bus Development.
Source: Automotive Business Read The Article
PSR Analysis: Volvo adapt its line-up to compete in the Brazil and South America market that will demand significant part of the volume for the EV models. It is slightly behind Mercedes and Marcopolo with its own bus, but still able to catch-up and compete in main markets. PSR
Fabio Ferraresi is Director Business Development-South America for Power Systems Research
Brazil Highway Implement Registrations Continue High
BRAZIL/SOUTH AMERICA REPORT
July registrations of implements (trailer and over-chassis) reached 13,133 units, above the January to May average of 12,500 units. ANFIR (National Association of Road Implement Manufacturers) forecast is to reach 165,000 unit registrations, slightly above the 163,000 registered last year.
Source: Automotive Business Read The Article
PSR Analysis: The trailers and over-chassis implement supply chain has fewer constraints than the Truck supply chain. While the market is influenced by the same drivers, the atypical stops due to shortage of components make the Trailer market an indicator of the Truck Market without the constraints. The positive outlook either in terms of actual sales and the forecast made by the OEM reinforces the forecast of a strong MHV production and sales numbers for the second half of 2022. PSR
Fabio Ferraresi is Director Business Development-South America for Power Systems Research
Daimler Beefs Up Western Star Brand
For a number of years, we have been hearing rumors that Daimler will likely put the Western Star truck brand out to pasture, primarily due to the brand’s low market share in the class 8 truck segment. However, this does not appear to be the case.
During the past two years, Western Star has upgraded or is planning to upgrade their entire truck lineup based upon their current platforms.
Western Star typically focuses on the on-highway vocational side of the heavy truck segment along with other niche applications. DTNA has recently placed an emphasis on the on-highway vocational segment with both the Freightliner and Western Star brands.
The vocational truck segment represents approximately 25% of the class 8 truck market. This is somewhat low volume when compared to the class 8 freight segment, but the vocational trucks are highly profitable for the OEMs. Also having more diversification within the heavy truck market somewhat shields the OEMs from the volatility of the freight only segment.
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