News
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CEMA Sees 3% Decline in FY2025 Shipments
CEMA (The Japan Construction Equipment Manufacturers Association) said it expects domestic shipments of construction equipment in fiscal 2025 to decline 3% YOY to US$ 19.65 billion (2.8488 trillion yen). This reflects declining capital investment sentiment due to rising interest rates and the impact of the Trump administration’s tariff policies.
Exports are also expected to decline by 3%, reaching US$ 13.60 billion (1.9717 trillion yen). Sales of hydraulic and mini excavators, the mainstay products, are expected to decline. Domestic sales are expected to decrease by 4%, down US$ 365.5million (52.9 billion yen) from the previous forecast, to US$ 6.05 billion USD (877.1 billion yen). Companies are expected to reduce their capital investment due to concerns about increased borrowing costs associated with rising interest rates.
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Hitachi Construction Plans Regional HQ in Chile

Fabio Ferraresi Hitachi Construction Machinery Co., Ltd. plans to establish a regional headquarters in Chile to oversee and expand its operations in Latin America. The move shifts the focus from solely selling new machinery to localizing parts supply and service support, enabling faster responses to dealers and customers.
Following the end of its joint venture with Deere & Company in 2022, the company has been independently growing in the Americas, initially prioritizing North America. The decision for a Chile-based HQ reflects cultural and operational differences from North America, as well as Chile’s importance in the mining dump truck market.
Source: Hitachi Press Release Read The Article
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Goiânia at Forefront of BEV Bus Transportation
Goiânia (GO) will become the first city in the world to operate a regular fleet of 100%-electric bi-articulated buses, as a result of a partnership between Volvo and GreenMob Capital. The fleet includes 21 Volvo BZRT buses—16 articulated (with a capacity of approximately 180 passengers) and 5 bi-articulated (with a capacity of about 250 passengers). These zero-emission, ultra-quiet vehicles are slated to serve the BRT Leste‑Oeste corridor within the RMTC system, with initial operations scheduled to begin by late August 2025.
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GWM Tests Hydrogen Truck in Brazil
GWM has brought its Hydrogen powered by FTXT truck prototype to Brazil for tests at its Iracemápolis (SP) plant, coinciding with the factory’s inauguration Aug. 15, 2025. The vehicle combines a 105 kWh battery with 40 kg of hydrogen in onboard tanks feeding a fuel cell, producing only water vapor. Tests will begin in September, assessing safety, performance, consumption, and adaptation to Brazilian roads, first unloaded and later with simulated cargo.
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EPA Plans To Drop Phase 3 Emission Regulations

Chris Fisher In July, the Trump administration proposed a draft rule rolling back the Greenhouse Gas Phase 3 rule, among the last of – if not the biggest – looming Biden-era emissions regulations facing the trucking industry.
The proposal was announced jointly with Environmental Protection Agency Administrator (EPA) Lee Zeldin’s call to revoke the Endangerment Finding that has allowed presidential administrations to regulate greenhouse gases since 2009.
The repeal of greenhouse gas regulations is a long road that includes a lengthy rulemaking process and likely numerous legal challenges.
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BP Drops Hydrogen Plan in Australia

Guy Youngs BP first bought a 40.5% operating stake in the Australian Renewable Energy Hub project in 2022, and its share in the joint venture grew to 63.57% in recent years. The project would include the installation of up to 26 GW of solar and wind generation, much of which would have been used to produce green hydrogen and ammonia.
British energy major BP has informed its partners that it intends to exit the $55 billion (USD 36.14 billion) green energy hub planned for Western Australia’s Pilbara…
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Restructured Water Boosts Electrolysis Efficiency
In a paper published in August 2025 in JACS Au (American Chemical Society), Chinese researchers showed that by steering the hydrogen-bond network of interfacial water via a steady magnetic field, they sliced off about 50 millivolts of overpotential for the hydrogen evolution reaction and cranked current density up by 15.4% under industrial alkaline electrolysis conditions.
Water molecules near the electrode reshuffle into more asymmetrical clusters. These lopsided water gangs hand off protons and…
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Tesla Sales in Europe Are in Free-fall
Tesla sales in Europe are continuing to decline rapidly, and it appears the pain is just beginning for the automaker. The numbers for July are coming in from Europe and Tesla registrations are down 41.6% despite EV sales surging across the continent.
The data shows that the free-fall decline in sales that we saw in the first half of 2025 is continuing into the second half, despite Tesla falsely claiming that the issue in the first quarter was the Model Y changeover limiting supply.
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Fortescue Cancels Flagship Hydrogen Projects

Guy Youngs Fortescue’s recent decision to abandon two major hydrogen-for-energy projects after reaching a Final Investment Decision (FID) serves as an important signal for policymakers around the world, particularly in the UK, which is still pretending its autumn hydrogen strategy update will be evidence led.
These cancellations, one located in Gladstone, Australia, and another in Arizona, represent more than just isolated setbacks. Hydrogen as an energy source, as opposed to its use as an industrial feedstock, is increasingly failing under scrutiny across the globe
US energy policy under the Trump administration, particularly the removal of certain hydrogen-related subsidies, has led to uncertainty which has in turn quickly revealed the true economics of hydrogen production. With the incentives removed, the project’s already tenuous financial viability vanished, prompting Fortescue to write off approximately $150 million in pre-tax losses.
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PowerTALK™, August 2025
Download PDFIn the August 2025 PowerTALK News you can read about companies having second thoughts about hydrogen power, 2025 North America motorcycle production, possible changes in emission regulations for trucks, South Korea’s agreement with the US on tariffs, and Vietnam’s shift to EVs.
IN THIS ISSUE
ALTERNATIVE POWER REPORT
- Fortescue Cancels Flagship Hydrogen Projects
- Tesla Sales in Europe Are in Free-fall
- Magnetic Field Restructures Water to Boost Electrolysis Efficiency
- BP Drops 26 GW Green Hydrogen Plan in Australia
DATAPOINT: 2025 North America Motorcycle Production
NORTH AMERICA REPORT: Q2 2025 Truck Production Declining
SOUTH AMERICA/BRAZIL REPORT:- GWM Starts Testing Hydrogen Truck in Brazil
- Brazilian Mid-Size City at Forefront BEV Bus Transportation
- Hitachi Construction Machinery Plans Regional HQ in Chile
JAPAN REPORT: CEMA Sees 3% Decline in Construction Equipment
SOUTH KOREA REPORT: South Korea, US Agree on 15% Tariff
VIETNAM REPORT: Vietnam Shifts To EVs Under Government Leadership
CHINA: Dongfeng Plans To Sell 50% Stake in Honda Engine
INDIA: GST Reform Is Big Opportunity for OEMs
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