Mercedes Makes Fourth Production Shutdown in Brazil

BRAZIL/SOUTH AMERICA REPORT  

Despite high demand, Mercedes announced its fourth temporary production stop at the plant in São Bernardo do Campo-SP, from July 4-15. In the announcement, Mercedes mentions the shortage of components and its effort to work with the supply chain to meet commitments with customers.

Source: Automotive Business     Read The Article

PSR Analysis. The shortage of components, particularly semiconductors, is taking longer than expected and is affecting the MHV market more than expected. It may affect market projections if the supply chains do not recover 2H 2022.    PSR

Fabio Ferraresi is Director, Business Development-South America, for Power Systems Research

Daimler Beefs Up Western Star Brand


For a number of years, we have been hearing rumors that Daimler will likely put the Western Star truck brand out to pasture, primarily due to the brand’s low market share in the class 8 truck segment.  However, this does not appear to be the case. 

Chris Fisher
Chris Fisher

During the past two years, Western Star has upgraded or is planning to upgrade their entire truck lineup based upon their current platforms.

Western Star typically focuses on the on-highway vocational side of the heavy truck segment along with other niche applications.  DTNA has recently placed an emphasis on the on-highway vocational segment with both the Freightliner and Western Star brands.

The vocational truck segment represents approximately 25% of the class 8 truck market. This is somewhat low volume when compared to the class 8 freight segment, but the vocational trucks are highly profitable for the OEMs. Also having more diversification within the heavy truck market somewhat shields the OEMs from the volatility of the freight only segment.

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MAN Plans to Launch New Generation Engine

Natasa Mulahalilovic
Natasa Mulahalilovic

Four years after introducing the most powerful engine for yachts, the V12-2000, MAN Truck and Bus has launched a new generation, high speed engine, the V12X. The official launch will take place at the Cannes Yacht Festival in France at the French Riviera Old Port, Sept. 6-11.

The latest MAN creation develops 2200 HP (1618 kw) at 2300 rpm.  The 12-cylinder engine, with 30 liters displacement is unique in the marine pleasure market.

As all other MAN compact, high speed, diesel engines, the V12X fully meets the EPA Tier 3 recreational, China Marine Recreational Stage II, IMO Tier II and RCD 2013/53/UE, 97/68/EC emission standards and directives.  

The new engine is designed for installation into medium and larger size motor yachts, sport fishing boats and cruisers. MAN Truck and Bus has a strong and lengthy collaboration with many yacht builders such as Azimut-Benetti group, Beneteau Yachts, Ferretti Group, Princess Yachts and others.

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Volvo EV Bus Planned for Brazil in 2023

Volvo’s EV bus is now in the homologation phase in Brazil. Initially it will be produced in Sweden, with plans to be produced in Brazil for the South America market. The Curitiba plant engineering has participated significantly in the Bus Development.

Source: Automotive Business     Read The Article

PSR Analysis: Volvo adapt its line-up to compete in the Brazil and South America market that will demand significant part of the volume for the EV models. It is slightly behind Mercedes and Marcopolo with its own bus, but still able to catch-up and compete in main markets.    PSR

Fabio Ferraresi is Director Business Development-South America for Power Systems Research

Hyundai Doosan Infracore Plans Hydrogen Engine

FAR EAST: SOUTH KOREA REPORT

Hyundai Doosan Infracore announced that it has been selected as the lead company for the national project “Development of Hydrogen Engine System and Storage and Supply System for Construction Machinery and Commercial Vehicles” by the Industrial Technology Evaluation and Management Agency.

Through this project, the company plans to develop a 300kW, 11-liter class hydrogen engine and hydrogen tank system with zero carbon emissions, which will be installed in commercial vehicles such as trucks and large buses, and construction equipment such as excavators by 2024. After verification, the company aims to begin full-scale mass production in 2025.

“Although hydrogen engines have high energy density, they are expensive and require technological maturity to ensure durability under adverse operating conditions,” said a company official. “For this reason, the engine system is more suitable for construction machinery and medium- to large-sized commercial vehicles than for passenger cars.”

Source: Wow! Korea

PSR Analysis: Hydrogen products in Korea are still far from practical at this point. Hydrogen can be classified as green, blue, or gray depending on the cleanliness of the production process, and the hydrogen fuel cell power plant in Korea that began operating in June emits 10 tons of carbon for every ton of hydrogen it produces. At this point, Korea’s hydrogen industry is still in the gray stage, but I do not think it is time to discuss whether the technology is good or bad, as it will take time for the technology to become more advanced.

The idea that hydrogen is better suited for medium- and heavy-duty commercial vehicles than for passenger cars makes a lot of sense. However, mass production of a commercial model by 2024 is certainly a very high goal. With the lithium-ion battery industry currently thriving in South Korea, I will keep a close eye on the future development of hydrogen in the country. PSR

PowerTALK™, October 2022

IN THIS ISSUE

Lorena Violante is the Senior Market Research Consultant for Power Systems Research. This month she interviewed Miguel Elizalde Lizárraga, the executive president of ANPACT (the National Association of Bus, Truck and Tractor Producers). She also provides a report on ExporTransporte 2022, the largest truck bus show in Latin America.

Also in this issue read these articles:

  • Alternative Power
    • Ideanomics Tests Quick Power 500 kW Charger
    • Hydrogen Combustion Engines Possible
    • Super-Fast Aqueous Rechargeable Zinc Battery
    • Miniature Hydrogen Fuel Cell Powers RC Truck
  • DataPoint: NA Skid Steer
  • Brazil/South America:
    • Record Sales of Agricultural Machines in Brazil
    • Scania, VW and Volvo Show Euro VI Lineup
    • GM Opens Third Shift Engine Production Plant
  • Show Report: Expotransporte 2022
  • China: Mercedes Produces Initial Heavy Trucks
  • Japan: Agri Week 2022 Report
  • South Korea: Hyundai and KT Invest in Autonomous Driving
  • Vietnam: Urban Railroads Delayed
  • India: Toyota Launches First Flex Fuel Hybrid

Foton Aumark Shuts Down Operations in Brazil

Ten years after starting operations in Brazil with the import of Trucks and plans to have a local plant, Foton Aumark do Brasil (FAB) is preparing to go to court against the Chinese brand, claiming breach of contract. The company was created by economist Luiz Carlos Mendonça de Barros, former president of BNDES and former director of the Central Bank.

Source: Automotive Business     Read The Article

PSR Analysis: The volumes of Foton were always very small and the situation will not affect the market. Plans for plants and volumes were never executed and sales never ramped up. Now it is just litigation between the parties and dealers that should look for compensation after FAB.    PSR

Fabio Ferraresi is Director-Business Development South America, for Power Systems Research

Alternative Power Report, December 2022

Read the expanded December 20222 Alternative Power Report produced by PSR’s Guy Youngs and other analysts at Power Systems Research. This month’s report includes articles on increased battery production in the US., Tesla’s plans for a recycling plant in Texas, increased merger activity in the EV Light/Medium commercial vehicle segment and new power sources being developed for cargo ships.

Thailand Kubota Takes Measures To Secure Manpower

SOUTHEAST ASIA: THAI REPORT
Akihiro Komuro
Akihiro Komuro

In Thailand, one of the most industrialized countries in Southeast Asia, automation is accelerating in the manufacturing industry as the working population tapers off. Workers’ attitudes are changing, and fewer Southeast Asians are migrating to Japan. Business models based on cheap labor are no longer viable in Asia.

When I visited the Amata City plant of Siam Kubota, a locally incorporated subsidiary of agricultural machinery giant Kubota Corporation, I saw countless automated guided vehicles (AGVs) running in every direction.

Sales of tractors and combine harvesters are booming, thanks in part to the government’s special demand for subsidized farm machinery for those who lost their jobs due to the COVID-19 disaster and are now returning to their hometowns to start farming. The fruits of this policy are being returned in the form of year-end bonuses, and Siam Kubota is not suffering from a labor shortage at this time.

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Hitech Electric To Produce 100% EV LCVs

Hitech Electric to produce 100% electric LCVs by March, with sales plans of 1,000 vehicles per year. In partnership with Positivo Tecnologia, (and its corporate venture capital (CVC) program) the assembly line will start with 50 units per month and possibly expand to 100 in the short term. The plant will be located in Campo Largo, Parana.

The vehicles will have a powertrain and battery produced by WEG, the Brazilian Electric equipment manufacturer. The batteries will feature non-flammable lithium iron phosphate. Product lineup includes a last mile utility vehicle and a 1.2-ton light truck.  

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