Production | Power Systems Research

2025-11-17

China Pushes Into South American Market

On Nov. 4, 2025, Lingong Heavy Machinery’s Brazilian subsidiary, LGMG Machinery Brazil Ltda., promoted its globalization strategy in the South American market with the celebration of its plant in Indaiatuba, São Paulo State, Brazil. This move signifies a deepening of Lingong Heavy Machinery’s South American expansion and marks an important milestone in China’s industrial advancement.

The establishment of the Brazilian subsidiary carries multiple strategic advantages for Lingong Heavy Machinery, providing a robust platform for serving local Brazilian customers through localized operations. It addresses customer needs with customized solutions and develops confidence in Brazilian customers by ensuring product supply stability through a localized spare parts warehouse, improving after-sales service, and enhancing technical support.

Categories: Central/South America, Greater China, Industrial, Production

Office: China Office

Auto Sector Driven by 2Ws, Stable PV Demand

Aditya Kondejkar

INDIA REPORT

India’s auto sector delivered a resilient performance in the first half of FY26 (April–September 2025), supported by healthy two-wheeler volumes, steady passenger-vehicle demand, and a modest recovery in commercial vehicles — even as the industry navigated EV market churn and shifting policy tailwinds.

Two-wheelers continued to underpin volume growth: production and domestic sales surged, with about 10,200,000 (1.02 crore) two-wheelers produced/sold in 1H FY26. This strength was driven by durable rural demand, improved affordability, and strong scooter and motorcycle cycles during the pre-festive and monsoon seasons.

Passenger vehicles showed robustness across the board, with roughly 2.05 million units recorded in the six-month period (Apr–Jun ~1.01m; Jul–Sep ~1.04m). OEMs benefited from a combination of steady urban demand, renewed festive spending and a partial easing of supply constraints. Strong export momentum — India recorded a record H1 export tally — also helped OEM plant utilizations.

Categories: Economics, Indian Subcontinent, Passenger Cars, Minivans, and SUVs, Production, Recreational Products, Sales

Office: India Office

2025-11-16

GM Ends Hydrogen Fuel Cells For Vehicles

Guy Youngs

General Motors’ decision to end development of its next generation Hydrotec fuel cells for vehicles marked the close of a long, careful experiment. After years of research, pilot programs, and cautious optimism, GM finally acknowledged what the energy math had been showing for years: Hydrogen fuel cells are not a viable pathway for road transportation.

GM has been exploring hydrogen vehicles since 1966. GM framed its decision in practical terms. The company cited high costs, limited infrastructure, and low consumer demand. There are only about 60 hydrogen refueling stations in the United States.

Categories: Alternative Power, Hydrogen, Production

Office: United States Offices

Take-Aways from Trump Meeting with Chinese

Guy Youngs

In October, the Chinese government introduced new export controls on key dual-use items, citing national security concerns. The move affected the export of rare earths which are critical to all aspects of modern life (such as mobile phone, computers and EVs) (Click here to read about this). China manufacturers 80% to 90% of the world’s rare earths.

In response, US President Donald Trump threatened to impose an additional 100% tariff on Chinese goods and export controls on “critical” software beginning Nov. 1. These measures would come on top of the existing 30% tariff already in place.

Categories: Alternative Power, Production

Office: United States Offices

Chinese Battery Could Extend Life by 9,000 Hours

Guy Youngs

Lithium metal batteries have become the cornerstone for future power systems due to their high energy storage capacity. Now, Chinese scientists have developed a new battery system that could enable lithium cells to operate safely for thousands of hours, an advance that could lead to better batteries for electric vehicles and power grids.

However, the current liquid electrolytes in these cells pose several risks, including leakage and combustion, and the growth of lithium metal inside batteries into needle-like or branch-like structures during charging (called dendrites), can compromise battery safety and performance.

Categories: Alternative Power, Batteries, Production

Office: United States Offices

China EV Battery Has Range of 620 Miles

Guy Youngs

All-solid-state batteries may be the key to unlocking longer range, faster charging, and overall, more efficient electric vehicles. While America steps back from EVs, scientists in China have made a series of breakthroughs, and overcome several hurdles that have been holding the new EV battery tech from hitting the market.

According to a report from China Central Television (CCTV), scientists achieved three breakthroughs that could be key to unlocking the next-generation battery tech and allow a 100 kg battery pack to deliver over 1,000 km (620 miles) of range.

Categories: Alternative Power, Batteries, Passenger Cars, Minivans, and SUVs, Production

Office: United States Offices

2025-11-13

Alternative Power Report, November 2025

Guy Youngs

Alternative Power Report – November 2025 Download

In the November 2025 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you’ll find articles on General Motors halting production of Hydrogen fuel cells; China develops all-solid-state EV batteries with 620 mile range; plummeting battery prices will push BEVs below parity soon, and Chinese battery breakthrough could extend lithium cell lifespan by 9,000 hours. Read these articles and more in the November Alternative Power Report today. PSR

Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research

Categories: Alternative Power, Alternative Power Reports, Batteries, Commercial Vehicles, Hydrogen, Production

Office: United States Offices

2025-10-21

Q3 2025 Truck Production Index (PSR-TPI) Falls -8.5%

Jim Downey and Chris Fisher

St. Paul, MN— The Power Systems Research Truck Production Index (PSR-TPI) decreased from 117 to 107, or -8.5%, for the three-month period ending Sept. 30, 2025, from Q2 2025. The year-over-year (Q3 2024 to Q3 2025) loss for the PSR-TPI was, 109 to 107, or -1.8%.

The PSR-TPI measures truck production globally and across six regions: North America, China, Europe, South America, Japan & Korea and Emerging Markets.

This data comes from OE Link™, the proprietary database maintained by Power Systems Research.

Categories: Commercial Vehicles, Production, TPI

Office: United States Offices

2025-10-20

Green Construction Equipment Sees Growth

Jack Hao

In China this year, green construction machinery is seeing rapid growth, and demand across multiple scenarios is becoming unmistakable. EVE Energy is delivering full-scenario solutions for earthmoving equipment, aerial work platforms and specialized machinery. After six years of shipments in the construction-machinery segment, EVE Energy now ranks second nationwide; individual vehicles have logged more than 16,000 operating hours, and the company’s products are fitted to over 60 OEMs including LiuGong, SANY and Lingong.

According to data from the Construction Machinery Association, domestic sales of new-energy construction equipment are expected to surpass one million units by 2028, and the incremental market for green machinery is opening up rapidly—yet pain points remain: bulky batteries, short cycle life and complex assembly.

Categories: Alternative Power, Commercial Vehicles, Construction, Electrification, Greater China, Production

Office: China Office

2025-10-19

GST 2.0 Could Be Fiscal Reset for Auto Industry

Aditya Kondejkar

INDIA REPORT

The Indian automobile industry has received a significant policy boost with the rollout of GST 2.0, a major change in indirect taxes aimed at restoring affordability and stimulating consumption. The reform, which reduces GST rates on vehicles and components, arrives at a crucial juncture when entry-segment sales, rural demand, and OEM margins have been under pressure.

Scale of reduction and market impact. GST 2.0 lowers the rate on small cars and two-wheelers from 28% to 18%, while standardizing the rate on most auto components at 18% instead of the earlier 18%–28% range. Larger SUVs and luxury models now fall under a simplified 40% composite slab, down from nearly 50% earlier. These changes translate into tangible price cuts—ranging from $750 USD (₹65,000) for hatchbacks to over $3,400.00 USD (₹3 lakh) for premium models—resulting in an estimated 10-percentage-point drop in overall tax burden for the sector. Analysts see this as a long-awaited correction that could lift FY26 passenger-vehicle demand by 8–10%.

Categories: Indian Subcontinent, Legislation, Passenger Cars, Minivans, and SUVs, Production

Office: India Office

News: Production

TPI

OE Link™ Offers
Global Coverage

Sign-up for PowerTalk

PSR Global Offices & Affiliate Locations*O

Power Systems Research, Inc.

Power Systems Research, Inc.

Power Systems Research*

Power Systems Research SA

PSR Power Systems
Research India Pvt. Ltd.

Power Systems Research SA*

Power Systems Research

Power Systems Research

Tohan Research, Inc.*

PSR Global Offices & Affiliate Locations*

Power Systems Research, Inc.

Power Systems Research, Inc.

Power Systems Research*

Power Systems Research SA

PSR Power Systems
Research India Pvt. Ltd.

Power Systems Research SA*

Power Systems Research
(Beijing) Co., Ltd.

Power Systems Research

Tohan Research, Inc.*

Industries

Products

Solutions

Sign-up for PowerTalk

PSR Global Offices & Affiliate Locations*O

Power Systems Research, Inc.

Power Systems Research, Inc.

Power Systems Research*

Power Systems Research SA

PSR Power SystemsResearch India Pvt. Ltd.

Power Systems Research SA*

Power Systems Research

Power Systems Research

Tohan Research, Inc.*

PSR Global Offices & Affiliate Locations*

Power Systems Research, Inc.

Power Systems Research, Inc.

Power Systems Research*

Power Systems Research SA

PSR Power SystemsResearch India Pvt. Ltd.

Power Systems Research SA*

Power Systems Research(Beijing) Co., Ltd.

Power Systems Research

Tohan Research, Inc.*

Industries

Products

Solutions

PSR Power Systems
Research India Pvt. Ltd.

PSR Power Systems
Research India Pvt. Ltd.

Power Systems Research
(Beijing) Co., Ltd.