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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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Uralmash Sets Deal of US$ 322 Million with India
Uralmash (a subsidiary of UZTM-Kartex) has signed its largest deal in the last 30 years. UZTM-Kartex and Coal India Ltd Binay Dayal have signed a contract totaling US$ 322 million for walking excavators, according to the company.
Under the contract, the Uralmash plant will deliver five electric-powered walking excavators of increased power – ESH24.95 and will perform assembly of the equipment on the customer’s site. The OEM also will service machines for 11 years.
PSR Analysis: ESH24.95…
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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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China-led Proton Is Revitalized
Akihiro Komuro Sales of Malaysia’s national carmaker Proton are booming, with its market share in the country reaching 27.3 % in February, hot on the heels of another national carmaker, Produa’s 38.8 %. This is not a single month irregularity; for the full year 2020, the rate is 20.5%. For the full year 2020, the share is 20.5%, almost doubling in just two years from a record low of 10.8% in 2018. This is the first time in seven years that the market share has recovered to the 20% level.
The turning point of the turnaround offensive was a capital/business alliance with a Chinese manufacturer: in September 2017, the company accepted a 49.9% stake from Geely Automobile’s parent company and began importing the right-hand drive version of the X70 SUV, which it produces and sells in China, at the end of 2018. As soon as this became a hit, the company switched to domestic assembly in Malaysia at the end of 2019, and introduced an additional small SUV, the X50, in September 2020.
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Hyundai Group Seals Doosan Infracore Deal
Media outlets in Korea are reporting that Hyundai Heavy Industries is to acquire a 34.97% share in Doosan Infracore from Doosan Heavy Industries & Construction for €630 million (Korean Won 850 billion). Doosan Infracore is the heavy construction division of the Seoul-headquartered Doosan Group.
The transaction does not include Doosan Bobcat, which accounted for 57% of Infracore’s 2019 revenues. The deal will mean that Hyundai will own Hyundai Construction Equipment as well as the Doosan Infracore…
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Japanese OEMs Agree on Battery Specs for Electric Motorcycles
Four Japanese motorcycle manufacturers, Honda, Yamaha, Suzuki and Kawasaki, said they have agreed to share the same battery specifications for electric motorcycles. By sharing the same removable replacement battery, they will increase convenience. The battery charger to be developed in the future will also be standardized.
For small scooters, it is difficult to increase the size of the battery to extend the cruising range due to the small size of the vehicle, and thus the frequency of recharging is…
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Argentina Forces OEMs and Supply Chain To Produce at Full Capacity
In an effort to reduce the domestic economic impact of the pandemic, the Argentinian government has published an order that makes all industry with annual revenue above US$ 41 Million to produce at full capacity. If not, they will be fined.
Source: Automotive Business Read The Article
PSR Analysis: As the Argentinian government sees a shortage of industrial products and related price escalation, it identifies reduced OEM production as the main cause of these shortages. However, it underestimates…
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