Alternative Power Report, June 2023

There’s plenty of news about global EV battery activities in the June issue of the Alternative Power Report produced by Power Systems Research. Read about the battery recycling operation planned for Europe, the controversy over energy use between advocates of Hydrogen and batteries and much more.

DATAPOINT: NA Off-Highway Trucks 2023 Production

1,600 units is the estimate by Power Systems Research of the number of Off-Highway Trucks expected to be produced in the United States and Canada in 2023. None of these trucks are electric units.

Unlike On-Road Trucks, Off-Highway Trucks are specifically designed to work in punishing environments and are made to haul material and debris around a work site. These purpose-built vehicles are not constrained by the weight limits of their smaller on-road counterparts.

Expect production to increase 5% by 2025 as the need for new equipment for mining operations increases.  It is speculated that there will be growth in the excavation of iron ore, nickel and bauxite followed by gold and copper.  PSR

Carol Turner is Senior Analyst, Global Operations, at Power Systems Research

Suzuki Moves Aggressively To Regain India Market Share

INDIA REPORT
Aditya Kondejkar

A key portion of Maruti Suzuki’s mid-term goal to achieve 50% overall PV (passenger vehicle) market share by becoming the number one SUV seller in the country. This is important for Maruti Suzuki because even though the automaker’s market share in the non-SUV segments is more than 65%, its SUV share was only 10.5% in 2022.

Source: The Times of India    Read The Article

Capacity Expansion.

The company is planning to invest Rs 18,000 crore for the Kharkhoda facility in Haryana. This will increase the capacity by one million units. Further, by the end of the decade, Maruti Suzuki plans to invest over 45,000 crore to quadruple production capacity to four million vehicles in order to meet domestic consumer demand and increase exports from India.

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Cummins Accelera Delivers Hydrogen Fuel Cell Truck

CHINA REPORT
Jack Hao
Jack Hao

Accelera and Shaanxi Auto’s Dechuang Future have jointly developed a 31-ton Hydrogen fuel battery residue vehicle. Sixty Cummins Accelera Hydrogen fuel cell driven muck trucks were delivered and put into operation in Shanghai.

It is reported that this vehicle is matched with Cummins 125kW Hydrogen fuel battery engine system and 127kWh Lithium iron phosphate power battery, and uses the 410kW drive motor and AMT automatic transmission with ultra-low system energy consumption independently developed by Dechuang in the future to form a “new energy power chain,” so that the vehicle’s power performance indicators such as maximum speed, hill starting ability, climbing ability, loading capacity, etc. are higher than the industry average.

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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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Hyundai Motor and LG Energy To Build Battery Plant in U.S.

FAR EAST: SOUTH KOREA REPORT
Akihiro Komuro
Akihiro Komuro

South Korea’s Hyundai Motor Group and LG Energy Solutions said they plan to build a joint automotive battery plant in the United States.

They will split the total investment of $4.3 billion (about 600 billion yen) on a 50-50 basis and plan to start operations by the end of 2025. As conditions for EV subsidies in the U.S. become clearer, several local investment plans are in the works.

The new plant will be built in Bryan County, Georgia. With a standard production capacity of 30 gigawatt-hours per year, it will be able to supply batteries for approximately 300,000 EVs. In addition to Hyundai Motor’s dedicated EV plant in Georgia, the plant will also supply batteries to Kia’s plant in Georgia and Hyundai Motor’s plant in Alabama.

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XCMG To Produce EV Trucks in Brazil in Two years

Fabio Ferraresi
Fabio Ferraresi

XCMG announced plans to produce battery electric trucks in Brazil at Pouso Alegre (MG) plant in two years. Until then, the company expects to build a local network of suppliers and wait for new industrial policies that are expected for the electric vehicle segment.

The current plan consists of starting with the assembly of chassis and cabins at the Minas Gerais plant with components produced by local suppliers. Batteries and other components of the electric powertrain will be imported from China.

This first stage fits the company’s electric trucks within the scope of Finame, the BNDES credit line that finances the acquisition of machinery and equipment. To access this line, the product to be financed must have a certain percentage of parts and components produced in the country.

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Brazil Announces Incentives for MHV and LV

BRAZIL/SOUTH AMERICA REPORT  

The Brazilian Federal Government this month has announced a package of incentives for the automotive sector during a press conference held in Brasilia (DF). The program intends to bail out the country’s automakers at a time of weak demand for new vehicles.

The final text includes passenger cars, Minivans and SUVs, Trucks and Buses through discounts granted to the consumer, and not by tax reduction to automakers, as was expected.

Total spending of Federal Government is US$ 300 Million (R$ 1.5 Billion). Funds are expected to come from the return of taxes on diesel sales, which was planned to happen in January 2024, but it is anticipated to meet the program of the automotive sector.

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Alternative Power Report, May 2023

The May issue of the Alternative Power Report produced by Power Systems Research contains several articles that discuss plans for production of alternative power sources. These include articles on VW’s plans to build its largest battery factory in Canada, Cummins decision to invest $1 billion in a hydrogen fuel network plus a report Caterpillar and NMG joining forces.

Show Report: Hannover Messe 2023

EUROPEAN REPORT 
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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