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Forecast: Component Shortages and Supply Chain Disruptions
Chris Fisher Since the latter part of last year, North American heavy commercial truck orders have been extremely strong as freight rates remain very high. Both contract rates and spot rates are in record territory, primarily driven by consumer spending, a strong housing market and an improving manufacturing sector.
The anticipation of the stimulus spending and increasing vaccination rates for Covid-19 are also driving optimism in the economy. However, rising inflation could derail the improving economy.
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PSR-HDMA Present Webinar April 21, 2021
Current and Future Supply Chain Concerns For Medium and Heavy Vehicles Will Be Discussed
Erik Martin Chris Fisher Power Systems Research April 21, 2021, produced a one-hour webinar with the Heavy Duty Manufacturers Association (HDMA) discussing current and future supply chain concerns, especially as they affect Medium and Heavy Commercial Vehicles.
The presenters included:
- Chris Fisher – Senior Commercial Vehicle Analyst, Power Systems Research
- Erik Martin – Director, Asia Region, Power Systems Research
- Richard Anderson – Director, Market Research & Analysis, HDMA
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Rosatom Eyes Battery Production for Electric Cars in 2025
Maxim Sakov OOO Renera, subsidiary of Rosatom, has purchased Enertech International, a South Korean company.
According to the signed agreement, Li-Ion accumulator batteries and related power systems will be produced in Russia. It’s expected that production will be started in 2025, and in 2030 the plant capacity will be increased to minimum 2 GWt*hr
The batteries will be installed in trucks, buses and special machines.
PSR Analysis: It’s important to notice that there are no passenger…
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Sales of Russian GAZ Trucks Started in Australia
Local dealers have received all-terrain trucks Sadko Next built especially for the local market with altered steering wheel and pedals and with different optics.
The AAV company from Brisbane has become a distributor of GAZ. The model has been introduced in local market under the name GAZ Track Master 4×4.
Tech specs of the Australian version of the truck are identical to its Russian version. It has 4.4 liter turbo-diesel of 150hp. It works with 5-step manual transmission and a transfer case, operated…
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KAMAZ Net Profit Exceeds US$ 20 Million
KAMAZ has reported a net profit of (more than US$ 20 million (1545 million Rubles) for 2020. KAMAZ reported revenue for 2020 of US$ 2.47 billion (185.8 billion Rubles), an increase of more than 16% over 2019. This growth is based on domestic truck sales, the introduction of the K5 range, and an increase in bus and electric bus sales.
Despite the COVID pandemic, in 2020 KAMAZ secured positions in the market and has claimed the status of leading Russian heavy vehicles supplier. The company claims a…
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India Government Announces Scrappage Policy
Aditya Kondejkar The central government in mid-April announced its long-awaited vehicle scrappage policy. Under the new policy, in case of failure to get a fitness certificate, commercial vehicles will be de-registered after 15 years. Private vehicles will be de-registered after 20 years if found unfit or in case of a failure to renew registration certificates
There are approximately 50 lakh vehicles in India that are older than 20 years, approximately 35 lakh vehicles older than 15 years, and approximately 15 lakh older than 15 years without renewed fitness certificate.
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MWM Launches Family of NG Engines
MWM Engines and Power Gen, part of the Navistar group, has announced the launch of a new line of Acteon Engines powered by Natural Gas. The engine family has been developed in Brazil and features 4 cylinders and 6 cylinders with 4.8L and 7.2L displacement.
Source: Automotive Business Read The Article
PSR Analysis: With this move, MWM meets Power Gen customers demand or NG powered Gen Sets and increases portfolio to attend OEMs aiming to launch NG powered vehicles and equipment…
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PSR Partners With HDMA In Webinar
Current and Future Supply Chain Concerns For Medium and Heavy Vehicles Will Be Discussed
Erik Martin Chris Fisher Power Systems Research will produce a one-hour webinar with the Heavy Duty Manufacturers Association (HDMA) discussing current and future supply chain concerns, especially as they affect Medium and Heavy Commercial Vehicles.
When? Wednesday, April 21, 2021 from 1:00 – 2:00 pm ETWhat? Future areas of supply chain concerns, secondary effects of logistic and shipping issues, and current…
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KAMAZ JV Will Invest in Mass Production of Equipment
The joint venture of KAMAZ and ZF Friedrichshafen AG is going to establish mass production of 12-speed automated gearboxes Traxon for trucks, buses and special machines with 44-80 ton capacity. At the moment, the JV is offering mechanical transmissions only. According to the plan, the production of gearboxes will be localized on 24%, power steering, by 10%, suspensions, by 40%. New products will be supplied to KAMAZ trucks, as well as to other OEMs – MAZ-MAN, Ural, Isuzu, etc.
The total budget of…
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Beijing Accelerates “Fuel for Battery” Policy
Qin Fen The Beijing Municipal Commission of Transport in February issued an action plan describing how to switch out IC-powered light commercial vehicles in urban areas.
The city government will subsidize fleet companies switching out 20 gasoline or diesel powered vehicles to battery-powered cargo vehicles one time before Aug. 31, 2021. The government will issue city passes to fleet companies on more favorable terms than ICE powered cargo vehicles.
There will be a government transportation center to monitor every battery-powered vehicle on operating range, GPS, etc., in case someone embezzles government subsidy.
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